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
TDV icon
6101
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$260M
-337
THTX
6102
DELISTED
Theratechnologies
THTX
-34,924
TILT icon
6103
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.82B
-1,600
TIXT
6104
DELISTED
TELUS International
TIXT
-182,344
TLF icon
6105
Tandy Leather Factory
TLF
$23.8M
-7
TLPH icon
6106
Talphera
TLPH
$57.8M
-40
TLSA icon
6107
Tiziana Life Sciences
TLSA
$208M
-100
TMFE icon
6108
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$103M
-3,740
TMFS icon
6109
Motley Fool Small-Cap Growth ETF
TMFS
$74.5M
-6,450
TNYA icon
6110
Tenaya Therapeutics
TNYA
$209M
-2,258,512
TOMZ icon
6111
TOMI Environmental Solutions
TOMZ
$17.1M
-27
TOUS icon
6112
T. Rowe Price International Equity ETF
TOUS
$891M
-425
TPCS icon
6113
TechPrecision Corp
TPCS
$47.1M
-17
TPST icon
6114
Tempest Therapeutics
TPST
$42.3M
-6
TPVG icon
6115
TriplePoint Venture Growth BDC
TPVG
$229M
-22,073
TSLL icon
6116
Direxion Daily TSLA Bull 2X Shares
TSLL
$7.37B
-8,634
TSVT
6117
DELISTED
2seventy bio
TSVT
-27,765
TWM icon
6118
ProShares UltraShort Russell2000
TWM
$32.2M
-33
TXO icon
6119
TXO Partners LP
TXO
$726M
-16,541
TYGO icon
6120
Tigo Energy
TYGO
$156M
-96
UBX
6121
DELISTED
Unity Biotechnology
UBX
-32
UBT icon
6122
ProShares Ultra 20+ Year Treasury
UBT
$99.1M
-5,000
UCO icon
6123
ProShares Ultra Bloomberg Crude Oil
UCO
$339M
-10,814
UG icon
6124
United-Guardian
UG
$29.2M
-6
UGRO icon
6125
urban-gro
UGRO
$3.89M
-19