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
KDEC
5926
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$63.7M
-12,108
ZDEK
5927
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$112M
-3,205
AIS
5928
VistaShares Artificial Intelligence Supercycle ETF
AIS
$63.8M
-1,242
DMX
5929
DoubleLine Multi-Sector Income ETF
DMX
$52.4M
-13,890
OAKM
5930
Oakmark U.S. Large Cap ETF
OAKM
$673M
-490
PCMM
5931
BondBloxx Private Credit CLO ETF
PCMM
$161M
-2,000
MFSB
5932
MFS Active Core Plus Bond ETF
MFSB
$88.4M
-1,000
DECM
5933
FT Vest U.S. Equity Max Buffer ETF - December
DECM
$37.3M
-6,491
DMAX
5934
iShares Large Cap Max Buffer Dec ETF
DMAX
$79.7M
-7,071
TJAN
5935
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$37.2M
-29,048
ZJAN
5936
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$54.7M
0
IPM
5937
Intelligent Protection Management Corp
IPM
$25.7M
-84
RNTX
5938
Rein Therapeutics
RNTX
$41.5M
-32
CBOJ
5939
Calamos Bitcoin Structured Alt Protection ETF - January
CBOJ
$41.2M
-154
ZFEB
5940
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$125M
-8,157
CBTJ
5941
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$44.9M
-1,410
EPWK
5942
EPWK Holdings
EPWK
$2.21M
-1,854
AACBU
5943
Artius II Acquisition Inc Units
AACBU
-5,000
NCIQ
5944
Hashdex Nasdaq Crypto Index US ETF
NCIQ
$117M
-1,555
EZPZ
5945
Franklin Crypto Index ETF
EZPZ
$5.44M
-1,575
QVCGB
5946
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
-31
QVCGA
5947
QVC Group Inc Series A
QVCGA
$57M
-1,569
FNGA
5948
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
-2,018
KMAR
5949
Innovator U.S. Small Cap Power Buffer ETF - March
KMAR
$13.9M
-865
NMAR
5950
Innovator Growth-100 Power Buffer ETF - March
NMAR
$39M
-247