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
FBK icon
2526
FB Financial Corp
FBK
$2.92B
$5.49M ﹤0.01%
121,090
-40,202
DFAW icon
2527
Dimensional World Equity ETF
DFAW
$890M
$5.48M ﹤0.01%
81,717
+81,636
PRCH icon
2528
Porch Group
PRCH
$1.07B
$5.46M ﹤0.01%
462,820
+195,335
WLDN icon
2529
Willdan Group
WLDN
$1.36B
$5.45M ﹤0.01%
87,234
+8,602
PZZA icon
2530
Papa John's
PZZA
$1.33B
$5.43M ﹤0.01%
111,036
+77,971
EHAB icon
2531
Enhabit
EHAB
$412M
$5.43M ﹤0.01%
563,554
+6,980
DFAI icon
2532
Dimensional International Core Equity Market ETF
DFAI
$11.9B
$5.43M ﹤0.01%
157,050
+922
IQDG icon
2533
WisdomTree International Quality Dividend Growth Fund
IQDG
$754M
$5.42M ﹤0.01%
136,713
-9,894
WDFC icon
2534
WD-40
WDFC
$2.68B
$5.4M ﹤0.01%
23,691
-22,848
CVBF icon
2535
CVB Financial
CVBF
$2.55B
$5.4M ﹤0.01%
273,046
-8,872
DEA
2536
Easterly Government Properties
DEA
$985M
$5.4M ﹤0.01%
243,126
-34,045
NBHC icon
2537
National Bank Holdings
NBHC
$1.39B
$5.38M ﹤0.01%
143,040
-68,988
CGNT icon
2538
Cognyte Software
CGNT
$631M
$5.38M ﹤0.01%
582,139
+154,955
ATEC icon
2539
Alphatec Holdings
ATEC
$3B
$5.37M ﹤0.01%
484,015
-2,359
SCDS
2540
JPMorgan Fundamental Data Science Small Core ETF
SCDS
$6.93M
$5.37M ﹤0.01%
100,000
PPLT icon
2541
abrdn Physical Platinum Shares ETF
PPLT
$1.87B
$5.37M ﹤0.01%
43,699
-129,883
PFBC icon
2542
Preferred Bank
PFBC
$1.12B
$5.37M ﹤0.01%
61,999
-118,650
IMNM icon
2543
Immunome
IMNM
$1.51B
$5.36M ﹤0.01%
576,130
-43,408
URGN icon
2544
UroGen Pharma
URGN
$1.12B
$5.35M ﹤0.01%
390,364
+19,405
SITC icon
2545
SITE Centers
SITC
$362M
$5.35M ﹤0.01%
472,712
-54,310
AMAL icon
2546
Amalgamated Financial
AMAL
$834M
$5.32M ﹤0.01%
170,499
-74,191
BILS icon
2547
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$5.31M ﹤0.01%
53,384
+18,801
IWC icon
2548
iShares Micro-Cap ETF
IWC
$976M
$5.31M ﹤0.01%
41,561
-4,138
OR icon
2549
OR Royalties Inc
OR
$6.16B
$5.28M ﹤0.01%
205,176
+75,596
COWZ icon
2550
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
$5.27M ﹤0.01%
95,661
-43,030