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
NOAH
6426
Noah Holdings
NOAH
$737M
-17,139
NOVA
6427
DELISTED
Sunnova Energy
NOVA
-544,663
NPFD icon
6428
Nuveen Variable Rate Preferred & Income Fund
NPFD
$480M
-320
NSYS icon
6429
Nortech Systems
NSYS
$27M
-2
NTIC icon
6430
Northern Technologies International Corp
NTIC
$76.7M
-12,258
NTWK icon
6431
NetSol Technologies
NTWK
$46.3M
-20
NUKK icon
6432
Nukkleus
NUKK
$84.7M
-701
NUKZ icon
6433
Range Nuclear Renaissance Index ETF
NUKZ
$627M
-284
NUV icon
6434
Nuveen Municipal Value Fund
NUV
$1.89B
-100
NUWE icon
6435
Nuwellis
NUWE
$2.51M
0
NXGL icon
6436
NexGel
NXGL
$19.5M
-11
NXJ icon
6437
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$524M
-37
NXPL icon
6438
NextPlat
NXPL
$21.2M
-21
NYXH
6439
Nyxoah
NYXH
$188M
-301
OCC icon
6440
Optical Cable Corp
OCC
$68M
-11
OCG icon
6441
Oriental Culture Holding
OCG
$47.6M
-3
OCS icon
6442
Oculis Holding
OCS
$1.12B
-600
OCTT icon
6443
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
$48.1M
-50
OESX icon
6444
Orion Energy Systems
OESX
$34.9M
-6
OMEX icon
6445
Odyssey Marine Exploration
OMEX
$104M
-19
ONMD icon
6446
OneMedNet
ONMD
$67.8M
-45
OPTN
6447
DELISTED
OptiNose
OPTN
-431
DRV icon
6448
Direxion Daily Real Estate Bear 3X Shares
DRV
$43.9M
-22
DRLL icon
6449
Strive US Energy ETF
DRLL
$261M
-1,003
DOMH icon
6450
Dominari Holdings
DOMH
$72.1M
-8