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
CREX icon
6476
Creative Realities
CREX
$29.7M
-14
CREG icon
6477
Smart Powerr
CREG
$3.65M
0
CPZ
6478
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$299M
-5,000
CPSH icon
6479
CPS Technologies
CPSH
$59M
-25
CPIX icon
6480
Cumberland Pharmaceuticals
CPIX
$32.8M
-19
CPHC icon
6481
Canterbury Park Holding Corp
CPHC
$80.8M
-7
COM icon
6482
Direxion Auspice Broad Commodity Strategy ETF
COM
$181M
-252
COCH icon
6483
Envoy Medical
COCH
$20.9M
-19
COCP icon
6484
Cocrystal Pharma
COCP
$13.9M
-104
CNYA icon
6485
iShares MSCI China A ETF
CNYA
$275M
-1,805
CNTX icon
6486
Context Therapeutics
CNTX
$98.3M
-80
CNET icon
6487
ZW Data Action Technologies
CNET
$6.16M
-26
CMCT
6488
Creative Media & Community Trust
CMCT
$4.53M
-1
CLRO icon
6489
ClearOne
CLRO
$8.61M
-2
CLRB icon
6490
Cellectar Biosciences
CLRB
$10.9M
-3
CLOZ icon
6491
Panagram BBB-B CLO ETF
CLOZ
$858M
-31,600
CLM icon
6492
Cornerstone Strategic Value Fund
CLM
$2.33B
-1,202
CLIR icon
6493
ClearSign Technologies
CLIR
$47M
-86
CLIP icon
6494
Global X 1-3 Month T-Bill ETF
CLIP
$1.52B
-250
CKPT
6495
DELISTED
Checkpoint Therapeutics
CKPT
-1
CHCI icon
6496
Comstock Holding Companies
CHCI
$150M
-7
CGTX icon
6497
Cognition Therapeutics
CGTX
$146M
-69
CGRO icon
6498
CoreValues Alpha Greater China Growth ETF
CGRO
$10.9M
-400
CETY icon
6499
Clean Energy Technologies
CETY
$6.79M
-3
CET
6500
Central Securities Corp
CET
$1.47B
-71