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
BMAR icon
6576
Innovator US Equity Buffer ETF March
BMAR
$201M
-601
BMAY icon
6577
Innovator US Equity Buffer ETF May
BMAY
$156M
-300
BOIL icon
6578
ProShares Ultra Bloomberg Natural Gas
BOIL
$141M
-500
BRFH icon
6579
Barfresh Food Group
BRFH
$50.7M
-18
BRLT icon
6580
Brilliant Earth
BRLT
$42.5M
-25
BSBK icon
6581
Bogota Financial
BSBK
$109M
-9
BSJQ icon
6582
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
-2,905
BSJR icon
6583
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$606M
-15,535
NJUN
6584
Innovator Growth-100 Power Buffer ETF - June
NJUN
$72.5M
-6,790
MNR icon
6585
Mach Natural Resources
MNR
$1.95B
-111,867
DTCR icon
6586
Global X Data Center & Digital Infrastructure ETF
DTCR
$488M
-59
ZONE
6587
CleanCore Solutions
ZONE
$6.76M
-5
GHLD icon
6588
Guild Holdings
GHLD
$1.24B
-20
BSJV icon
6589
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$45M
-20,797
CDIO icon
6590
Cardio Diagnostics
CDIO
$6.81M
-50
EVTV icon
6591
Envirotech Vehicles
EVTV
$4.31M
-3
XFEB icon
6592
FT Vest US Equity Enhance & Moderate Buffer ETF February
XFEB
$44.8M
-848
ZCARW
6593
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
0
ZAPPW
6594
DELISTED
Zapp Electric Vehicles Group Limited Warrant
ZAPPW
0
YEAR icon
6595
AB Ultra Short Income ETF
YEAR
$1.48B
-600
CNTM
6596
DELISTED
ConnectM Technology Solutions, Inc. Common Stock
CNTM
-9
KHPI
6597
Kensington Hedged Premium Income ETF
KHPI
$190M
-24
SMAX
6598
iShares Large Cap Max Buffer Sep ETF
SMAX
$80.7M
-42,376
DHDG
6599
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$41.8M
-1,224
IRD
6600
Opus Genetics
IRD
$120M
-58