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
TGTX icon
2551
TG Therapeutics
TGTX
$4.92B
$5.26M ﹤0.01%
146,027
-441,977
AIN icon
2552
Albany International
AIN
$1.3B
$5.25M ﹤0.01%
74,878
-27,061
ALIT icon
2553
Alight
ALIT
$1.19B
$5.23M ﹤0.01%
923,773
-28,432
BDN
2554
Brandywine Realty Trust
BDN
$603M
$5.22M ﹤0.01%
1,216,063
-4,425,034
GBX icon
2555
The Greenbrier Companies
GBX
$1.31B
$5.22M ﹤0.01%
113,268
-125,102
CGCB icon
2556
Capital Group Core Bond ETF
CGCB
$3.05B
$5.21M ﹤0.01%
197,988
+5,767
HE icon
2557
Hawaiian Electric Industries
HE
$2.01B
$5.21M ﹤0.01%
489,783
-15,929
EFC
2558
Ellington Financial
EFC
$1.46B
$5.2M ﹤0.01%
400,126
-108,902
RNGR icon
2559
Ranger Energy Services
RNGR
$322M
$5.19M ﹤0.01%
434,306
+418,894
FOUR.PRA
2560
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$895M
$5.18M ﹤0.01%
+45,000
JDIV
2561
JPMorgan Dividend Leaders ETF
JDIV
$8.05M
$5.17M ﹤0.01%
100,000
BXC icon
2562
BlueLinx
BXC
$437M
$5.16M ﹤0.01%
69,371
-19,210
PLAB icon
2563
Photronics
PLAB
$1.27B
$5.15M ﹤0.01%
273,646
+48,342
OSUR icon
2564
OraSure Technologies
OSUR
$164M
$5.15M ﹤0.01%
1,716,920
-223,354
SIBN icon
2565
SI-BONE Inc
SIBN
$749M
$5.15M ﹤0.01%
273,407
-67,406
NTCT icon
2566
NETSCOUT
NTCT
$1.95B
$5.14M ﹤0.01%
207,174
-59,064
KALU icon
2567
Kaiser Aluminum
KALU
$1.52B
$5.13M ﹤0.01%
64,173
+7,685
SPGP icon
2568
Invesco S&P 500 GARP ETF
SPGP
$2.61B
$5.13M ﹤0.01%
47,601
-40,452
BKCI icon
2569
BNY Mellon Concentrated International ETF
BKCI
$176M
$5.12M ﹤0.01%
99,753
+12,055
ASH icon
2570
Ashland
ASH
$2.43B
$5.12M ﹤0.01%
101,815
-84,640
AAM
2571
AA Mission Acquisition Corp
AAM
$466M
$5.12M ﹤0.01%
+491,300
JPEM icon
2572
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$359M
$5.11M ﹤0.01%
90,615
+15,043
SHE icon
2573
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$283M
$5.11M ﹤0.01%
40,949
-30
IMCG icon
2574
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.09B
$5.11M ﹤0.01%
63,701
+13,500
SIRI icon
2575
SiriusXM
SIRI
$7.27B
$5.11M ﹤0.01%
222,261
-3,382,331