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
UTSI icon
5851
UTStarcom
UTSI
$23.4M
$13 ﹤0.01%
5
CNRG icon
5852
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$208M
0
HUSA icon
5853
Houston American Energy
HUSA
$172M
$11 ﹤0.01%
+1
NCL icon
5854
Northann Corp
NCL
$10.5M
$11 ﹤0.01%
+9
PAVM icon
5855
PAVmed
PAVM
$9M
$11 ﹤0.01%
18
-1
TOPS icon
5856
TOP Ships
TOPS
$27.1M
$11 ﹤0.01%
2
XSHQ icon
5857
Invesco S&P SmallCap Quality ETF
XSHQ
$274M
0
ALUR icon
5858
Allurion Technologies
ALUR
$12M
$10 ﹤0.01%
4
-57
BRN icon
5859
Barnwell Industries
BRN
$11.7M
$10 ﹤0.01%
9
HSDT icon
5860
Solana Company
HSDT
$222M
$10 ﹤0.01%
+1
TOPP
5861
Toppoint Holdings
TOPP
$22.1M
$10 ﹤0.01%
+6
ASPS icon
5862
Altisource Portfolio Solutions
ASPS
$108M
$9 ﹤0.01%
1
CISO
5863
CISO Global
CISO
$33.6M
$9 ﹤0.01%
8
MQT icon
5864
BlackRock MuniYield Quality Fund II
MQT
$222M
0
PTBD icon
5865
Pacer Trendpilot US Bond ETF
PTBD
$129M
-81
SMSI icon
5866
Smith Micro Software
SMSI
$13.6M
$9 ﹤0.01%
10
APUS
5867
Apimeds Pharmaceuticals US
APUS
$28M
$9 ﹤0.01%
+5
AIRE icon
5868
reAlpha
AIRE
$62.5M
$8 ﹤0.01%
25
+2
GMOM icon
5869
Cambria Global Momentum ETF
GMOM
$119M
0
DRIO icon
5870
DarioHealth
DRIO
$84.6M
$7 ﹤0.01%
1
VKI icon
5871
Invesco Advantage Municipal Income Trust II
VKI
$400M
-669
FYLD icon
5872
Cambria Foreign Shareholder Yield ETF
FYLD
$454M
0
QVAL icon
5873
Alpha Architect US Quantitative Value ETF
QVAL
$404M
-1,076
RMM
5874
RiverNorth Managed Duration Municipal Income Fund
RMM
$277M
0
RPTX icon
5875
Repare Therapeutics
RPTX
$72.6M
$6 ﹤0.01%
4