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
CDT icon
6501
CDT Equity Inc
CDT
$3.39M
-7
CDLX icon
6502
Cardlytics
CDLX
$75.9M
-20,230
CCLD icon
6503
CareCloud
CCLD
$146M
-21
CCD
6504
Calamos Dynamic Convertible & Income Fund
CCD
$582M
-200
CBUS icon
6505
Cibus
CBUS
$68.8M
-9,138
CATH icon
6506
Global X S&P 500 Catholic Values ETF
CATH
$1.1B
-1
CALC icon
6507
CalciMedica
CALC
$42.5M
-15
CAAS icon
6508
China Automotive Systems
CAAS
$125M
-549
BYFC icon
6509
Broadway Financial
BYFC
-25
BWEN icon
6510
Broadwind
BWEN
$46.1M
-43
BUYW icon
6511
Main BuyWrite ETF
BUYW
$844M
-989
BUXX icon
6512
Strive Enhanced Income Short Maturity ETF
BUXX
$313M
-175
BUJAW
6513
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Warrants
BUJAW
0
BUJAR
6514
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Rights
BUJAR
-449,400
BUFG icon
6515
FT Vest Buffered Allocation Growth ETF
BUFG
$286M
-202
BSTP icon
6516
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.5M
-22,026
BSMS icon
6517
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$225M
-849
BSMR icon
6518
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$274M
-790
BSMQ icon
6519
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$291M
-738
BSMP icon
6520
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
-674
BSJT icon
6521
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$336M
-7,500
KDKRW
6522
Kodiak AI Warrants
KDKRW
0
ABEQ icon
6523
Absolute Select Value ETF
ABEQ
$114M
-8,357
ABLVW icon
6524
Able View Global Warrant
ABLVW
$175K
0
ABVX
6525
Abivax
ABVX
$8.19B
-907,679