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
YXT
6226
YXT.COM Group Holding Ltd
YXT
$53.1M
-17
XOVR
6227
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$471M
-100
DRSK icon
6228
Aptus Defined Risk ETF
DRSK
$1.38B
-129
DSEP icon
6229
FT Vest US Equity Deep Buffer ETF September
DSEP
$272M
-626
DTST icon
6230
Data Storage Corp
DTST
$30.3M
-8
DUOT icon
6231
Duos Technologies
DUOT
$201M
-11
DURA icon
6232
VanEck Durable High Dividend ETF
DURA
$53.8M
0
DUST icon
6233
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$47.9M
-1,289
DWSN icon
6234
Dawson Geophysical
DWSN
$60.5M
-13
EALT icon
6235
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$136M
-10,887
EAOR icon
6236
iShares ESG Aware Growth Allocation ETF
EAOR
$24.6M
-12,806
EASG icon
6237
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$62.8M
-924
ECC
6238
Eagle Point Credit Co
ECC
$816M
-200
ECDA icon
6239
ECD Automotive Design
ECDA
$1.93M
0
EDUC icon
6240
Educational Development Corp
EDUC
$11.6M
-7
EFAS icon
6241
Global X MSCI SuperDividend EAFE ETF
EFAS
$30.8M
-1,000
EJAN icon
6242
Innovator Emerging Markets Power Buffer ETF January
EJAN
$104M
-270
EKSO icon
6243
Ekso Bionics
EKSO
$12.3M
-3
ELBM
6244
Electra Battery Materials
ELBM
$97.4M
-13
ELSE icon
6245
Electro-Sensors
ELSE
$16.3M
-4
ELTX icon
6246
Elicio Therapeutics
ELTX
$145M
-16
EOCT icon
6247
Innovator Emerging Markets Power Buffer ETF October
EOCT
$81.1M
-137
ERNA icon
6248
Eterna Therapeutics
ERNA
$13.4M
-4
ESLA icon
6249
Estrella Immunopharma
ESLA
$109M
-23
EVGN icon
6250
Evogene
EVGN
$10M
-200