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
INTS icon
6351
Intensity Therapeutics
INTS
$27.3M
-15
IPO icon
6352
Renaissance IPO ETF
IPO
$167M
-201
IPW icon
6353
iPower
IPW
$10.2M
-1
IRIX icon
6354
IRIDEX
IRIX
$17.8M
-27
ISPO icon
6355
Inspirato
ISPO
$31.2M
-8
ISPY icon
6356
ProShares S&P 500 High Income ETF
ISPY
$999M
-1,213
IZEA icon
6357
IZEA Worldwide
IZEA
$87.6M
-179
JDST icon
6358
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$47.8M
-329
JFU
6359
9F Inc
JFU
$58.2M
-37
JNUG icon
6360
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$465M
-1,753
JPMB icon
6361
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.4M
-87,527
JRSH icon
6362
Jerash Holdings
JRSH
$41.4M
-9
JSI icon
6363
Janus Henderson Securitized Income ETF
JSI
$1.21B
-8,418
JUNT icon
6364
AllianzIM U.S. Large Cap Buffer10 Jun ETF
JUNT
$24.1M
-8,347
JWN
6365
DELISTED
Nordstrom
JWN
-439,531
JYD icon
6366
Jayud Global Logistics
JYD
$10.3M
-29
KAPR icon
6367
Innovator US Small Cap Power Buffer ETF April
KAPR
$168M
-9,016
KBA icon
6368
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$256M
-950
TBHC
6369
The Brand House Collective
TBHC
$32.6M
-23
KNDI
6370
Kandi Technologies Group
KNDI
$89.4M
-22
USBC
6371
USBC Inc
USBC
$325M
-4
KOKU icon
6372
Xtrackers MSCI Kokusai Equity ETF
KOKU
$689M
-1
KRON
6373
DELISTED
Kronos Bio
KRON
-441
KTCC icon
6374
Key Tronic
KTCC
$31.5M
-22
LALT icon
6375
First Trust Multi-Strategy Alternative ETF
LALT
$26.4M
-1,922