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
SNAL icon
6076
Snail Inc
SNAL
$38.5M
-8
SNSR icon
6077
Global X Internet of Things ETF
SNSR
$206M
-60
SNTI icon
6078
Senti Biosciences
SNTI
$51M
-9
SOHO
6079
Sotherly Hotels
SOHO
$44.1M
-36
SOTK icon
6080
Sono-Tek
SOTK
$71.2M
-13
SPD icon
6081
Simplify US Equity PLUS Downside Convexity ETF
SPD
$96.5M
-1,025
SPXX icon
6082
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$312M
-1,778
SQNS
6083
Sequans Communications SA
SQNS
$98.1M
-160
SRS icon
6084
ProShares UltraShort Real Estate
SRS
$22.6M
-2
SRZN icon
6085
Surrozen
SRZN
$105M
-5
SSKN icon
6086
Strata Skin Sciences
SSKN
$9.32M
-46
STOT icon
6087
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$289M
-192
STRM
6088
DELISTED
Streamline Health Solutions
STRM
-5
STRR
6089
DELISTED
Star Equity Holdings
STRR
-5
STSS icon
6090
Sharps Technology
STSS
$109M
0
SUP
6091
DELISTED
Superior Industries International
SUP
-48
SURG icon
6092
SurgePays
SURG
$47.6M
-30
SVOL icon
6093
Simplify Volatility Premium ETF
SVOL
$718M
-472
SWAG icon
6094
Stran & Co
SWAG
$39M
-18
SYPR icon
6095
Sypris Solutions
SYPR
$47.2M
-30
TACT icon
6096
Transact Technologies
TACT
$43.4M
-21
TAIT icon
6097
Taitron Components
TAIT
$12.8M
-8
TARK icon
6098
Tradr 2X Long Innovation ETF
TARK
$38.2M
-42
TAXF icon
6099
American Century Diversified Municipal Bond ETF
TAXF
$520M
-2
TCPC icon
6100
BlackRock TCP Capital
TCPC
$485M
-1