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
COTY icon
2576
Coty
COTY
$3.17B
$5.1M ﹤0.01%
1,097,307
-101,269
UFCS icon
2577
United Fire Group
UFCS
$935M
$5.09M ﹤0.01%
177,197
-17,502
MFDX icon
2578
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$400M
$5.08M ﹤0.01%
141,376
+22,184
NWBI icon
2579
Northwest Bancshares
NWBI
$1.72B
$5.08M ﹤0.01%
397,407
-86,558
LQDH icon
2580
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$506M
$5.07M ﹤0.01%
54,886
+48,227
AGX icon
2581
Argan
AGX
$4.63B
$5.07M ﹤0.01%
22,989
-53,097
MNKD icon
2582
MannKind Corp
MNKD
$1.56B
$5.06M ﹤0.01%
1,352,017
+404,842
DBRG icon
2583
DigitalBridge
DBRG
$1.78B
$5.05M ﹤0.01%
488,397
+173,014
FMB icon
2584
First Trust Managed Municipal ETF
FMB
$1.92B
$5.05M ﹤0.01%
101,440
-254,914
VET icon
2585
Vermilion Energy
VET
$1.34B
$5.05M ﹤0.01%
693,788
+460,247
ZEUS icon
2586
Olympic Steel
ZEUS
$380M
$5.05M ﹤0.01%
154,973
+75,296
UMH
2587
UMH Properties
UMH
$1.29B
$5.04M ﹤0.01%
299,890
-73,832
ARES.PRB
2588
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.42B
$5.04M ﹤0.01%
+95,000
MFA
2589
MFA Financial
MFA
$946M
$5.03M ﹤0.01%
532,220
-77,525
MGEE icon
2590
MGE Energy Inc
MGEE
$3.06B
$5.02M ﹤0.01%
56,801
-30,933
BSCT icon
2591
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.3B
$5.02M ﹤0.01%
268,490
+179,107
INVA icon
2592
Innoviva
INVA
$1.66B
$5.01M ﹤0.01%
249,398
-41,509
FOXF icon
2593
Fox Factory Holding Corp
FOXF
$590M
$5M ﹤0.01%
192,820
+64,327
SCHI icon
2594
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.16B
$5M ﹤0.01%
219,592
-37,318
BLFS icon
2595
BioLife Solutions
BLFS
$1.21B
$4.99M ﹤0.01%
231,598
-11,680
ADT icon
2596
ADT
ADT
$6.87B
$4.98M ﹤0.01%
588,218
-316,560
FLNC icon
2597
Fluence Energy
FLNC
$2.13B
$4.96M ﹤0.01%
739,564
-249,112
UDMY icon
2598
Udemy
UDMY
$763M
$4.95M ﹤0.01%
703,957
+577,155
EGHT icon
2599
8x8 Inc
EGHT
$273M
$4.93M ﹤0.01%
2,516,232
+628,024
RSPF icon
2600
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$317M
$4.92M ﹤0.01%
64,600