JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$7.49B
2 +$6.55B
3 +$3.25B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72B
5
DIS icon
Walt Disney
DIS
+$2.57B

Top Sells

1 +$4.98B
2 +$2.57B
3 +$1.98B
4
UNH icon
UnitedHealth
UNH
+$1.96B
5
UNP icon
Union Pacific
UNP
+$1.93B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DRRX
5751
DELISTED
DURECT Corp
DRRX
$69 ﹤0.01%
109
-71
GROV icon
5752
Grove Collaborative
GROV
$56.2M
$68 ﹤0.01%
59
+8
LPTX icon
5753
Leap Therapeutics
LPTX
$26M
$67 ﹤0.01%
227
SOND icon
5754
Sonder
SOND
$6.79M
$65 ﹤0.01%
24
-20
SGA icon
5755
Saga Communications
SGA
$79.7M
$65 ﹤0.01%
5
-8
SIFY
5756
Sify Technologies
SIFY
$781M
$64 ﹤0.01%
14
-900
FGEN icon
5757
FibroGen
FGEN
$44.6M
$64 ﹤0.01%
12
-37
XFOR icon
5758
X4 Pharmaceuticals
XFOR
$324M
$63 ﹤0.01%
33
-5,482
INLX icon
5759
Intellinetics
INLX
$40.5M
$63 ﹤0.01%
5
WYY icon
5760
WidePoint Corp
WYY
$66.8M
$62 ﹤0.01%
18
+1
IGD
5761
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$445M
$58 ﹤0.01%
10
XPL icon
5762
Solitario Resources
XPL
$53.9M
$57 ﹤0.01%
+88
TSBX
5763
DELISTED
Turnstone Biologics
TSBX
$57 ﹤0.01%
158
-38
MHH icon
5764
Mastech Digital
MHH
$83.1M
$57 ﹤0.01%
8
FPXI icon
5765
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$155M
$57 ﹤0.01%
1
-1,505
CCEL icon
5766
Cryo-Cell International
CCEL
$33.8M
$57 ﹤0.01%
11
-84
YI
5767
111 Inc
YI
$36.2M
$56 ﹤0.01%
8
-62
SER icon
5768
Serina Therapeutics
SER
$41.2M
$55 ﹤0.01%
9
-3
LGH icon
5769
HCM Defender 500 Index ETF
LGH
$573M
$54 ﹤0.01%
+1
LGL icon
5770
LGL Group
LGL
$31.9M
$53 ﹤0.01%
7
-1
ACES icon
5771
ALPS Clean Energy ETF
ACES
$114M
$52 ﹤0.01%
2
EARN
5772
Ellington Residential Mortgage REIT
EARN
$198M
$52 ﹤0.01%
9
JHSC icon
5773
John Hancock Multifactor Small Cap ETF
JHSC
$604M
$52 ﹤0.01%
1
-26
UPW icon
5774
ProShares Ultra Utilities
UPW
$17.7M
0
SND icon
5775
Smart Sand
SND
$83M
$50 ﹤0.01%
25
-234