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
AURE
6026
Prestige Wealth
AURE
$148M
-3,078
PXLW icon
6027
Pixelworks
PXLW
$39.5M
-9
QDEC icon
6028
FT Vest Growth-100 Buffer ETF December
QDEC
$540M
-5,540
QFLR icon
6029
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$343M
-2,430
QMAR icon
6030
FT Vest Growth-100 Buffer ETF March
QMAR
$457M
-10,839
QNRX
6031
Quoin Pharmaceuticals
QNRX
$5.44M
-4
QQQX icon
6032
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.34B
-14
QTUM icon
6033
Defiance Quantum ETF
QTUM
$2.51B
-274
QUIK icon
6034
QuickLogic
QUIK
$117M
-7,002
RAVE icon
6035
RAVE Restaurant Group
RAVE
$40.6M
-23
RAYD icon
6036
Rayliant Quantitative Developed Market Equity ETF
RAYD
$102M
-882
RDIB
6037
Reading International Class B
RDIB
$249M
-1
REK icon
6038
ProShares Short Real Estate
REK
$10.6M
-1
RFCI icon
6039
RiverFront Dynamic Core Income
RFCI
$18.2M
-250
RFDI icon
6040
First Trust RiverFront Dynamic Developed International ETF
RFDI
$129M
-66
RFIL icon
6041
RF Industries
RFIL
$76M
-18
RGLS
6042
DELISTED
Regulus Therapeutics
RGLS
-74,517
RIGS icon
6043
RiverFront Strategic Income Fund
RIGS
$91.9M
-646
RILY icon
6044
B. Riley Financial
RILY
$164M
-10,227
RMCF icon
6045
Rocky Mountain Chocolate Factory
RMCF
$12.6M
-4
RMCO icon
6046
Royalty Management
RMCO
$49.8M
-28
RNRG icon
6047
Global X Renewable Energy Producers ETF
RNRG
$27.5M
-33
RNXT icon
6048
RenovoRx
RNXT
$35.2M
-36
ROBT icon
6049
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$605M
-390
ROM icon
6050
ProShares Ultra Technology
ROM
$906M
-50