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
FMAY icon
6276
FT Vest US Equity Buffer ETF May
FMAY
$1.06B
-337
FNOV icon
6277
FT Vest US Equity Buffer ETF November
FNOV
$1.01B
-5,672
FOCT icon
6278
FT Vest US Equity Buffer ETF October
FOCT
$992M
-270
FPAY
6279
DELISTED
FlexShopper
FPAY
-24
FRSX
6280
Foresight Autonomous Holdings
FRSX
$7.46M
-4
FTCB icon
6281
First Trust Core Investment Grade ETF
FTCB
$1.42B
-123
FTEK icon
6282
Fuel Tech
FTEK
$65.6M
-50
FTHI icon
6283
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.58B
-798
FTHM icon
6284
Fathom Holdings
FTHM
$39.3M
-24
FTRB icon
6285
Federated Hermes Total Return Bond ETF
FTRB
$336M
-29,995
FTSD icon
6286
Franklin Short Duration US Government ETF
FTSD
$250M
-216
GAME icon
6287
GameSquare
GAME
$56.3M
-36
GAN
6288
DELISTED
GAN Ltd
GAN
-136
GAPR icon
6289
FT Vest US Equity Moderate Buffer ETF April
GAPR
$252M
-10,000
GCOR icon
6290
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$651M
-12,935
GDEC icon
6291
FT Vest US Equity Moderate Buffer ETF December
GDEC
$284M
-1,655
GEG icon
6292
Great Elm Group
GEG
$82M
-329
GENK icon
6293
GEN Restaurant Group
GENK
$14.2M
-8
GFEB icon
6294
FT Vest US Equity Moderate Buffer ETF February
GFEB
$356M
-2,045
GGN
6295
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$749M
-78
GGR icon
6296
Gogoro
GGR
$56.8M
-16,944
GHYG icon
6297
iShares US & Intl High Yield Corp Bond ETF
GHYG
$178M
-329
GJUN icon
6298
FT Vest US Equity Moderate Buffer ETF June
GJUN
$335M
-8,926
GLIN icon
6299
VanEck India Growth Leaders ETF
GLIN
$127M
-468
GLPG icon
6300
Galapagos
GLPG
$2.08B
-835