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
DOCT icon
6451
FT Vest US Equity Deep Buffer ETF October
DOCT
$307M
-15,232
DNN icon
6452
Denison Mines
DNN
$2.3B
-89,420
DMAT icon
6453
Global X Disruptive Materials ETF
DMAT
$7.61M
-100
DLPN icon
6454
Dolphin Entertainment
DLPN
$18.9M
-18
DIVZ icon
6455
Opal Dividend Income ETF
DIVZ
$186M
-321
DGLY icon
6456
Digital Ally
DGLY
$2.83M
0
DGICB
6457
Donegal Group Class B
DGICB
$562M
-2
DFS
6458
DELISTED
Discover Financial Services
DFS
-2,165,415
DFJ icon
6459
WisdomTree Japan SmallCap Dividend Fund
DFJ
$311M
-21
DESP
6460
DELISTED
Despegar.com
DESP
-1,646,763
DECZ icon
6461
TrueShares Structured Outcome December ETF
DECZ
$65.9M
-35
DECW icon
6462
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
$393M
-20,923
MYSE
6463
Myseum Inc
MYSE
$9.18M
-290
DARE icon
6464
Dare Bioscience
DARE
$24.4M
-19
DAPR icon
6465
FT Vest US Equity Deep Buffer ETF April
DAPR
$288M
-20,049
DALN
6466
DELISTED
DallasNews
DALN
-7
DAIO icon
6467
Data I/O
DAIO
$27.9M
-17
DADA
6468
DELISTED
Dada Nexus
DADA
-238
CWD icon
6469
CaliberCos
CWD
$16.5M
-1
CVSB icon
6470
Calvert Ultra-Short Investment Grade ETF
CVSB
$179M
-11,275
CVKD icon
6471
Cadrenal Therapeutics
CVKD
$25M
-100
CUT icon
6472
Invesco MSCI Global Timber ETF
CUT
$40.7M
-5
CTRM icon
6473
Castor Maritime
CTRM
$17.9M
-6
CRWS icon
6474
Crown Crafts
CRWS
$29.4M
-21
CRVO icon
6475
CervoMed
CRVO
$67.5M
-2,843