JP Morgan Chase & Co

JP Morgan 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
FARX
2501
Frontier Asset Absolute Return ETF
FARX
$11.6M
$5.64M ﹤0.01%
221,304
-1,098
CNTA
2502
Centessa Pharmaceuticals
CNTA
$3.49B
$5.63M ﹤0.01%
428,434
+260,702
HCRB icon
2503
Hartford Core Bond ETF
HCRB
$347M
$5.63M ﹤0.01%
160,362
+40,976
JOYY
2504
JOYY Inc
JOYY
$3B
$5.62M ﹤0.01%
110,472
+87,261
LFMD icon
2505
LifeMD
LFMD
$219M
$5.62M ﹤0.01%
412,571
+352,004
OSPN icon
2506
OneSpan
OSPN
$477M
$5.61M ﹤0.01%
336,365
-20,245
VRNT icon
2507
Verint Systems
VRNT
$1.23B
$5.61M ﹤0.01%
285,367
-424,991
BMA icon
2508
Banco Macro
BMA
$5.32B
$5.61M ﹤0.01%
79,947
+10,211
MCDS
2509
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$6.88M
$5.61M ﹤0.01%
100,000
VLU icon
2510
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$534M
$5.59M ﹤0.01%
29,104
-671
TROX icon
2511
Tronox
TROX
$550M
$5.59M ﹤0.01%
1,102,401
+337,375
TSPA icon
2512
T. Rowe Price US Equity Research ETF
TSPA
$2.03B
$5.58M ﹤0.01%
143,357
-63,958
CCOI icon
2513
Cogent Communications
CCOI
$819M
$5.55M ﹤0.01%
115,024
-17,416
ZYME icon
2514
Zymeworks
ZYME
$1.39B
$5.54M ﹤0.01%
441,690
+403,281
PALL icon
2515
abrdn Physical Palladium Shares ETF
PALL
$668M
$5.54M ﹤0.01%
55,069
-66,764
HEDJ icon
2516
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.89B
$5.54M ﹤0.01%
115,077
-6,977
CMPX icon
2517
Compass Therapeutics
CMPX
$848M
$5.53M ﹤0.01%
2,125,717
-59,763
PPA icon
2518
Invesco Aerospace & Defense ETF
PPA
$6.41B
$5.52M ﹤0.01%
38,989
+4,915
SPIB icon
2519
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$5.52M ﹤0.01%
164,461
-1,526,184
AUR icon
2520
Aurora
AUR
$8.05B
$5.52M ﹤0.01%
1,052,808
-1,892,219
NHC icon
2521
National Healthcare
NHC
$1.96B
$5.51M ﹤0.01%
51,512
-16,318
VITL icon
2522
Vital Farms
VITL
$1.46B
$5.51M ﹤0.01%
142,928
-7,935
ANAB icon
2523
AnaptysBio
ANAB
$921M
$5.5M ﹤0.01%
247,625
+233,325
NOG icon
2524
Northern Oil and Gas
NOG
$2.16B
$5.49M ﹤0.01%
193,679
-19,926
JHHY
2525
John Hancock High Yield ETF
JHHY
$46M
$5.49M ﹤0.01%
212,620
+169,883