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
ACXP icon
6526
Acurx Pharmaceuticals
ACXP
$9.84M
-1
ADVM icon
6527
Adverum Biotechnologies
ADVM
$95M
-10,198
AFMD
6528
DELISTED
Affimed
AFMD
-18
AGAE icon
6529
Allied Gaming & Entertainment
AGAE
$21.3M
-15
AGOX icon
6530
Adaptive Alpha Opportunities ETF
AGOX
$360M
-10
AIHS icon
6531
Senmiao Technology Ltd
AIHS
$1.6M
-4
AIO
6532
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$819M
-150
AIRT icon
6533
Air T
AIRT
$59.6M
-2
ALLK
6534
DELISTED
Allakos
ALLK
-1,596
ANEB icon
6535
Anebulo Pharmaceuticals
ANEB
$99.4M
-8
ANTX icon
6536
AN2 Therapeutics
ANTX
$31.2M
-49
ANY icon
6537
Sphere 3D
ANY
$20.7M
-381
AOD
6538
abrdn Total Dynamic Dividend Fund
AOD
$970M
0
AOK icon
6539
iShares Core Conservative Allocation ETF
AOK
$658M
-1,249
APCX
6540
DELISTED
AppTech Payments
APCX
-49
APRE icon
6541
Aprea Therapeutics
APRE
$7.17M
-10
APRH icon
6542
Innovator Premium Income 20 Barrier ETF April
APRH
$27.4M
-120
APYX icon
6543
Apyx Medical
APYX
$146M
-60
AQMS icon
6544
Aqua Metals
AQMS
$21.9M
-1
ARKR icon
6545
Ark Restaurants
ARKR
$26M
-4
ASTC icon
6546
Astrotech Corp
ASTC
$5.59M
-4
ATGL
6547
Alpha Technology Group
ATGL
-4
ATHE
6548
Alterity Therapeutics
ATHE
$62.7M
-53
AUGT icon
6549
AllianzIM U.S. Large Cap Buffer10 Aug ETF
AUGT
$36.7M
-678
AUID icon
6550
authID Inc
AUID
$33.3M
-19