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
RSSS icon
6051
Research Solutions
RSSS
$102M
-64
RSST icon
6052
Return Stacked US Stocks & Managed Futures ETF
RSST
$277M
-390
RUNN icon
6053
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$363M
-513
RVT icon
6054
Royce Value Trust
RVT
$1.89B
-1,438
RXD icon
6055
ProShares UltraShort Health Care
RXD
$830K
0
SANW
6056
DELISTED
S&W Seed Co
SANW
-3
SAUG icon
6057
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$101M
-1,603
SBEV icon
6058
Splash Beverage Group
SBEV
$2.59M
-3
SBND icon
6059
Columbia Short Duration Bond ETF
SBND
$83.2M
-13,950
SCM icon
6060
Stellus Capital Investment Corp
SCM
$336M
-10,347
SCOR icon
6061
Comscore
SCOR
$39.4M
-9
SCYX icon
6062
SCYNEXIS
SCYX
$24.9M
-77
SDEM icon
6063
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$41.7M
-1,000
SDOT icon
6064
Sadot Group
SDOT
$5.76M
-1
SFLR icon
6065
Innovator Equity Managed Floor ETF
SFLR
$1.08B
-5,801
SGBX icon
6066
Safe & Green Holdings
SGBX
$1.02M
-1
SGMA
6067
DELISTED
Sigmatron International
SGMA
-11
SGRP icon
6068
SPAR Group
SGRP
$25.3M
-22
SHFS icon
6069
SHF Holdings
SHFS
$7.06M
-3
SHYL icon
6070
Xtrackers Short Duration High Yield Bond ETF
SHYL
$229M
-1,090
SIXJ icon
6071
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
$172M
-3,200
SIXO icon
6072
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
$110M
-2,000
SKOR icon
6073
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$572M
-39,184
SLRN
6074
DELISTED
ACELYRIN
SLRN
-590,846
SMIN icon
6075
iShares MSCI India Small-Cap ETF
SMIN
$910M
-4,789