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
WHLR
6151
Wheeler Real Estate Investment Trust
WHLR
$2.27M
0
WISE icon
6152
Themes Generative Artificial Intelligence ETF
WISE
$37.9M
-219
WKSP icon
6153
Worksport
WKSP
$22.4M
-61
WLDR icon
6154
Affinity World Leaders Equity ETF
WLDR
$49.2M
-909
WPRT
6155
Westport Fuel Systems
WPRT
$34.5M
-1
WTAI icon
6156
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$347M
-18
WVVI icon
6157
Willamette Valley Vineyards
WVVI
$14M
-8
WW
6158
DELISTED
WW International
WW
-1,940
X
6159
DELISTED
US Steel
X
-498,670
XBAP icon
6160
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$154M
-1,200
XC icon
6161
WisdomTree True Emerging Markets Fund
XC
$91.3M
-3,436
XDJL
6162
DELISTED
Innovator US Equity Accelerated ETF July
XDJL
-3,063
XDOC
6163
DELISTED
Innovator US Equity Accelerated ETF October
XDOC
-3,081
XELB icon
6164
Xcel Brands
XELB
$5.24M
-2
XHYD icon
6165
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
$20.1M
-2,518
XHYE icon
6166
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.6M
-6,270
XLO icon
6167
Xilio Therapeutics
XLO
$41.8M
-62
XLSR icon
6168
State Street US Sector Rotation ETF
XLSR
$844M
-249
XSLV icon
6169
Invesco S&P SmallCap Low Volatility ETF
XSLV
$248M
-1
YHGJ icon
6170
Yunhong Green CTI Ltd
YHGJ
$13.3M
-2
YMAR icon
6171
FT Vest International Equity Moderate Buffer ETF March
YMAR
$138M
-581
YSEP icon
6172
FT Vest International Equity Buffer ETF September
YSEP
$98M
-1,198
ZALT icon
6173
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$552M
-3,641
ZYXI icon
6174
Zynex
ZYXI
$31.5M
-93,995
HAO icon
6175
Haoxi Health Technology Ltd
HAO
$8M
-77