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
EVV
6251
Eaton Vance Limited Duration Income Fund
EVV
$1.17B
-378
EZBC icon
6252
Franklin Bitcoin ETF
EZBC
$528M
-50
FAD icon
6253
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$345M
-405
FAPR icon
6254
FT Vest US Equity Buffer ETF April
FAPR
$878M
-836
FARM icon
6255
Farmer Brothers
FARM
$31.3M
-45
FAT icon
6256
FAT Brands
FAT
$25.9M
-13
FATBB
6257
FAT Brands
FATBB
$39.5M
-1
FBL icon
6258
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$96M
-29,000
FBOT icon
6259
Fidelity Disruptive Automation ETF
FBOT
$151M
-221
FBRX icon
6260
Forte Biosciences
FBRX
$150M
-3
FDEC icon
6261
FT Vest US Equity Buffer ETF December
FDEC
$1.09B
-4,543
FDIF icon
6262
Fidelity Disruptors ETF
FDIF
$98.8M
-831
FDIG icon
6263
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$278M
-78
FEBW icon
6264
AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW
$106M
-93
FELV icon
6265
Fidelity Enhanced Large Cap Value ETF
FELV
$2.46B
-13
FEMS icon
6266
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$263M
-2,049
FEMY icon
6267
Femasys
FEMY
$44.7M
-44
FFEB icon
6268
FT Vest US Equity Buffer ETF February
FFEB
$1.12B
-13,311
FGD icon
6269
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$901M
-2,930
FID icon
6270
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$123M
-3,056
FKWL icon
6271
Franklin Wireless
FKWL
$59.4M
-10
FLIC
6272
DELISTED
First of Long Island Corp
FLIC
-44,184
FLKR icon
6273
Franklin FTSE South Korea ETF
FLKR
$221M
-870
FLL icon
6274
Full House Resorts
FLL
$95M
-135,084
FLNT
6275
Fluent
FLNT
$55.3M
-14