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
GLQ
6301
Clough Global Equity Fund
GLQ
$144M
-1,800
CBIO
6302
Crescent Biopharma
CBIO
$220M
-1
GNOV icon
6303
FT Vest US Equity Moderate Buffer ETF November
GNOV
$251M
-1,987
GNSS icon
6304
Genasys
GNSS
$107M
-71,058
GORO icon
6305
Gold Resource Corp
GORO
$117M
-4,903
GPIQ icon
6306
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$1.61B
-3
GPIX icon
6307
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.63B
-3
GROW icon
6308
US Global Investors
GROW
$30.6M
-26
GTE icon
6309
Gran Tierra Energy
GTE
$152M
-23,066
GTIM icon
6310
Good Times Restaurants
GTIM
$13.9M
-18
GV icon
6311
Visionary Holdings
GV
$6.01M
-186
HBIO icon
6312
Harvard Bioscience
HBIO
$24.2M
-40,943
HEES
6313
DELISTED
H&E Equipment Services
HEES
-230,723
HERO icon
6314
Global X Video Games & Esports ETF
HERO
$161M
-1
HGBL icon
6315
Heritage Global
HGBL
$45.2M
-68
HHS icon
6316
Harte-Hanks
HHS
$20.5M
-11
HIGH icon
6317
Simplify Enhanced Income ETF
HIGH
$187M
-6,532
HNNA icon
6318
Hennessy Advisors
HNNA
$77.5M
-408
HOFV
6319
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
-3
HOLO icon
6320
MicroCloud Hologram
HOLO
$53.5M
-3
HOUR icon
6321
Hour Loop
HOUR
$65.8M
-100
HQL
6322
abrdn Life Sciences Investors
HQL
$460M
-5
HRZN icon
6323
Horizon Technology Finance
HRZN
$296M
-1,453
STRR
6324
Star Equity Holdings
STRR
$35.1M
-4
HWH icon
6325
HWH International
HWH
$11.5M
-1