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
NUMI
2601
Nuveen Municipal Income ETF
NUMI
$64.7M
$4.92M ﹤0.01%
200,000
AVNV icon
2602
Avantis All International Markets Value ETF
AVNV
$22M
$4.92M ﹤0.01%
+74,695
STGW icon
2603
Stagwell
STGW
$1.22B
$4.91M ﹤0.01%
1,091,990
-44,618
CATY icon
2604
Cathay General Bancorp
CATY
$3.2B
$4.91M ﹤0.01%
107,733
-85,348
JJSF icon
2605
J&J Snack Foods
JJSF
$1.61B
$4.9M ﹤0.01%
43,246
-22,345
VNLA icon
2606
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
$4.9M ﹤0.01%
99,677
+33,613
FSMB icon
2607
First Trust Short Duration Managed Municipal ETF
FSMB
$485M
$4.9M ﹤0.01%
245,974
+78,417
ONIT
2608
Onity Group
ONIT
$345M
$4.89M ﹤0.01%
128,210
+109,498
RGEF
2609
Rockefeller Global Equity ETF
RGEF
$748M
$4.89M ﹤0.01%
176,036
ZURA icon
2610
Zura Bio
ZURA
$272M
$4.89M ﹤0.01%
4,659,951
+2,052,732
JPEF icon
2611
JPMorgan Equity Focus ETF
JPEF
$1.59B
$4.89M ﹤0.01%
69,703
+17,328
SPHB icon
2612
Invesco S&P 500 High Beta ETF
SPHB
$494M
$4.88M ﹤0.01%
49,995
-3,469
NHYM
2613
Nuveen High Yield Municipal Income ETF
NHYM
$87.1M
$4.88M ﹤0.01%
200,000
CHCT
2614
Community Healthcare Trust
CHCT
$415M
$4.87M ﹤0.01%
292,583
-231,429
HCKT icon
2615
Hackett Group
HCKT
$497M
$4.87M ﹤0.01%
191,402
-134,987
RRR icon
2616
Red Rock Resorts
RRR
$3.54B
$4.86M ﹤0.01%
93,415
-11,164
USO icon
2617
United States Oil Fund
USO
$868M
$4.84M ﹤0.01%
66,225
+24,202
FLMI icon
2618
Franklin Dynamic Municipal Bond ETF
FLMI
$956M
$4.84M ﹤0.01%
199,428
-11,096
PUMP icon
2619
ProPetro Holding
PUMP
$1.01B
$4.84M ﹤0.01%
810,279
+473,812
DVYE icon
2620
iShares Emerging Markets Dividend ETF
DVYE
$971M
$4.83M ﹤0.01%
168,700
+42,113
XERS icon
2621
Xeris Biopharma Holdings
XERS
$1.2B
$4.82M ﹤0.01%
1,032,262
-1,082,447
CWH icon
2622
Camping World
CWH
$700M
$4.79M ﹤0.01%
278,701
+219,568
IDT icon
2623
IDT Corp
IDT
$1.29B
$4.79M ﹤0.01%
70,119
-7,516
XSOE icon
2624
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$4.79M ﹤0.01%
138,890
+1,784
PUBM icon
2625
PubMatic
PUBM
$426M
$4.78M ﹤0.01%
384,463
-16,536