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
SKYE icon
6201
Skye Bioscience
SKYE
$47.4M
-9,904
YYAI icon
6202
AiRWA Inc
YYAI
$24.7M
0
QCAP
6203
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$40.9M
-499
XAPR
6204
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$52.2M
-335
TOGA
6205
Tremblant Global ETF
TOGA
$188M
-1,456
AIFD
6206
TCW Artificial Intelligence ETF
AIFD
$83.5M
-743
JLQD
6207
Janus Henderson Corporate Bond ETF
JLQD
$25.3M
-147,376
LOGC
6208
DELISTED
ContextLogic
LOGC
-35,964
VRN
6209
DELISTED
Veren
VRN
-1,024,059
IBDZ
6210
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$439M
-768
IBHK
6211
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$30.9M
-1,000
IBTP
6212
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$183M
-264
FLXR
6213
TCW Flexible Income ETF
FLXR
$1.79B
-2,313
LSH
6214
Lakeside Holding Ltd
LSH
$18.3M
-4
EBUF
6215
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$12M
-27
IBUF
6216
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$62.1M
-227
MAXJ
6217
iShares Large Cap Max Buffer Jun ETF
MAXJ
$172M
-4
QBUF
6218
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$158M
-4,250
RBUF
6219
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
$56.9M
-138
RSPA
6220
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$471M
-100
ETHW
6221
Bitwise Ethereum ETF
ETHW
$336M
-762
FETH
6222
Fidelity Ethereum Fund
FETH
$1.46B
-80
ADGM
6223
Adagio Medical Holdings
ADGM
$19.3M
-100,000
KAUG
6224
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$129M
-7,148
ARTY
6225
iShares Future AI & Tech ETF
ARTY
$1.65B
-7,578