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
AVGV icon
6551
Avantis All Equity Markets Value ETF
AVGV
$162M
-180,457
AVIV icon
6552
Avantis International Large Cap Value ETF
AVIV
$885M
-10
AXDX
6553
DELISTED
Accelerate Diagnostics
AXDX
-32
AXR icon
6554
AMREP Corp
AXR
$111M
-3,201
SBLX
6555
StableX Technologies
SBLX
$4.69M
-8
AZUL
6556
DELISTED
Azul
AZUL
-1,000
BATL icon
6557
Battalion Oil
BATL
$17.6M
-26
BATT icon
6558
Amplify Lithium & Battery Technology ETF
BATT
$81.9M
-217
BBGI icon
6559
Beasley Broadcasting Group
BBGI
$9.8M
-1
BCAT icon
6560
BlackRock Capital Allocation Term Trust
BCAT
$1.52B
-277
BCLI
6561
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
-171
BCV
6562
Bancroft Fund
BCV
$135M
-1,496
BCX icon
6563
BlackRock Resources & Commodities Strategy Trust
BCX
$762M
-27
BDTX icon
6564
Black Diamond Therapeutics
BDTX
$221M
-20,248
BEAT icon
6565
Heartbeam
BEAT
$56.6M
-44
BFRG icon
6566
Bullfrog AI
BFRG
$11.4M
-10
BFRI icon
6567
Biofrontera
BFRI
$11.5M
-197
BGRN icon
6568
iShares USD Green Bond ETF
BGRN
$427M
-205
BIAF icon
6569
bioAffinity Technologies
BIAF
$9.27M
-1
BITX icon
6570
2x Bitcoin Strategy ETF
BITX
$1.83B
-15
BJUL icon
6571
Innovator US Equity Buffer ETF July
BJUL
$297M
-1,193
BKGI icon
6572
BNY Mellon Global Infrastructure Income ETF
BKGI
$256M
-500
BKYI
6573
BIO-key International
BKYI
$9.58M
-1
BLRX
6574
BioLineRX
BLRX
$13.9M
-375
BLUE
6575
DELISTED
bluebird bio
BLUE
-26,870