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
HYFM icon
6326
Hydrofarm Holdings
HYFM
$10.3M
-22
HYPR icon
6327
Hyperfine
HYPR
$101M
-118
EUHY
6328
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$65.7M
-4,513
IBDX icon
6329
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
-904
IBHH icon
6330
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$303M
-1,800
IBHI icon
6331
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$269M
-2,800
IBHJ icon
6332
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$74.1M
-1,000
IBIB
6333
DELISTED
iShares iBonds Oct 2025 Term TIPS ETF
IBIB
-797
IBLC icon
6334
iShares Blockchain and Tech ETF
IBLC
$79.3M
-119
IBTI icon
6335
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
-500
IBTK icon
6336
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$536M
-8,083
IBTL icon
6337
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$433M
-52,369
IBTO icon
6338
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$404M
-276
IBTM icon
6339
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$438M
-197,519
ICCC icon
6340
ImmuCell
ICCC
$55.2M
-10
ICLO icon
6341
Invesco AAA CLO Floating Rate Note ETF
ICLO
$368M
-21
IDLV icon
6342
Invesco S&P International Developed Low Volatility ETF
IDLV
$327M
-226
IFN
6343
India Fund
IFN
$593M
-6
IGR
6344
CBRE Global Real Estate Income Fund
IGR
$734M
-21,934
NBP
6345
NovaBridge Biosciences American Depositary Shares
NBP
$461M
-5,000
IMMX icon
6346
Immix Biopharma
IMMX
$104M
-35
IMPP icon
6347
Imperial Petroleum
IMPP
$187M
-4,224
INAB icon
6348
IN8bio
INAB
$7.04M
-3
INDP icon
6349
Indaptus Therapeutics
INDP
$2.81M
-1
INTG icon
6350
InterGroup Corp
INTG
$77.7M
-2