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
IPFF
6001
DELISTED
iShares International Preferred Stock ETF
IPFF
0
SWI
6002
DELISTED
SolarWinds Corporation Common Stock
SWI
-572,298
SCIU
6003
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UWC
6004
DELISTED
PROSHARES TR ULTRA RUSSELL3000
UWC
0
DECAU
6005
DELISTED
Denali Capital Acquisition Corp. Unit
DECAU
-259
AIM
6006
AIM ImmunoTech
AIM
$4.64M
-1
SBDS
6007
Solo Brands Inc
SBDS
$15M
-1,457
OPXS icon
6008
Optex Systems
OPXS
$104M
-12
OSS icon
6009
One Stop Systems
OSS
$127M
-3,723
OVLH icon
6010
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$80.7M
0
OVT icon
6011
Overlay Shares Short Term Bond ETF
OVT
$51.2M
0
PCN
6012
PIMCO Corporate & Income Strategy Fund
PCN
$861M
-534
PET
6013
DELISTED
Wag!
PET
-58
PHDG icon
6014
Invesco S&P 500 Downside Hedged ETF
PHDG
$75.2M
-93
PHX
6015
DELISTED
PHX Minerals
PHX
-40
PLYA
6016
DELISTED
Playa Hotels & Resorts
PLYA
-2,888,870
PMCB icon
6017
PharmaCyte Biotech
PMCB
$5.79M
-16
PMNT icon
6018
Perfect Moment
PMNT
$16.7M
-3,500
PMO
6019
Putnam Municipal Opportunities Trust
PMO
$290M
0
POCI icon
6020
Precision Optics
POCI
$31.9M
-9
POCT icon
6021
Innovator US Equity Power Buffer ETF October
POCT
$776M
-5,000
POWA icon
6022
Invesco Bloomberg Pricing Power ETF
POWA
$190M
-51
PSC icon
6023
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$972M
-340
PSMR icon
6024
Pacer Swan SOS Moderate April ETF
PSMR
$88M
-91
PTN
6025
DELISTED
Palatin Technologies
PTN
-405