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
CELG.RT
5901
Bristol-Myers Squibb Rights
CELG.RT
$60.8M
$1 ﹤0.01%
23
USA icon
5902
Liberty All-Star Equity Fund
USA
$1.81B
-286
NSEP
5903
Innovator Growth-100 Power Buffer ETF - September
NSEP
$67.7M
-3,081
ZSEP
5904
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$143M
-1,016
GIFT
5905
Giftify Inc
GIFT
$33.6M
-25
PSQA
5906
Palmer Square CLO Senior Debt ETF
PSQA
$45.9M
-5,515
KLTOW
5907
Klotho Neurosciences Warrant
KLTOW
0
LGCY
5908
Legacy Education Inc
LGCY
$104M
-2
OMCC
5909
Old Market Capital Corp
OMCC
$37.8M
-8
APOC
5910
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$52.6M
-4,989
JCTC
5911
Jewett-Cameron Trading
JCTC
$9.43M
-5
SEEM
5912
SEI Select Emerging Markets Equity ETF
SEEM
$309M
-1,638
SEIE
5913
SEI Select International Equity ETF
SEIE
$715M
-3,855
SEIS
5914
SEI Select Small Cap ETF
SEIS
$323M
-1,448
NATO
5915
Themes Transatlantic Defense ETF
NATO
$53.6M
-174
QCOC
5916
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$35.4M
-12,600
AIFU
5917
AIFU Inc
AIFU
$51.9M
0
NESRW
5918
DELISTED
National Energy Services Reunited Corp. Warrant
NESRW
0
GRCE
5919
Grace Therapeutics
GRCE
$45.4M
-15
NNOV
5920
Innovator Growth-100 Power Buffer ETF - November
NNOV
$22M
-1,939
ADUR
5921
Aduro Clean Technologies
ADUR
$384M
-600
GRNY
5922
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.85B
-1,500
ASPCU
5923
A SPAC III Acquisition Corp Unit
ASPCU
$62.7M
-34,500
MTVA
5924
MetaVia Inc
MTVA
$22M
-6
DECU
5925
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$274M
-1,690