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
MREO
6401
Mereo BioPharma
MREO
$280M
-365
MSAI icon
6402
MultiSensor AI
MSAI
$55.7M
-23
MSOS icon
6403
AdvisorShares Pure US Cannabis ETF
MSOS
$747M
-26,930
MSS icon
6404
Maison Solutions
MSS
$13.1M
-23
MTEK icon
6405
Maris-Tech
MTEK
$11.1M
-50
MTEX icon
6406
Mannatech
MTEX
$17.1M
-3
MTNB icon
6407
Matinas BioPharma
MTNB
$6.78M
-904
MUC icon
6408
BlackRock MuniHoldings California Quality Fund
MUC
$1.02B
-2,162
MVSTW icon
6409
Microvast Holdings Warrants
MVSTW
$107M
0
MYN icon
6410
BlackRock MuniYield New York Quality Fund
MYN
$382M
0
LUXE
6411
LuxExperience B.V.
LUXE
$1.25B
-13,525
NAII icon
6412
Natural Alternatives International
NAII
$18M
-11
NAPR icon
6413
Innovator Growth-100 Power Buffer ETF April
NAPR
$216M
-1,400
NBCM icon
6414
Neuberger Berman Commodity Strategy ETF
NBCM
$273M
-1
NCSM icon
6415
NCS Multistage Holdings
NCSM
$95.4M
-2
NCV
6416
Virtus Convertible & Income Fund
NCV
$351M
-5
NEGG icon
6417
Newegg Commerce
NEGG
$1.78B
-13
NEPH icon
6418
Nephros
NEPH
$55.1M
-13
NERV icon
6419
Minerva Neurosciences
NERV
$25.5M
-17
NETDU icon
6420
Nabors Energy Transition Corp II Unit
NETDU
-90
NFJ
6421
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.21B
-71
NFLT icon
6422
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$314M
-1,633
NIE
6423
Virtus Equity & Convertible Income Fund
NIE
$706M
-1,961
NJAN icon
6424
Innovator Growth-100 Power Buffer ETF January
NJAN
$305M
-4,203
NMTC icon
6425
NeuroOne Medical Technologies
NMTC
$35.9M
-61