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
ICSH icon
2626
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
$4.78M ﹤0.01%
94,309
-79,202
BKHY icon
2627
BNY Mellon High Yield Beta ETF
BKHY
$380M
$4.78M ﹤0.01%
99,034
+40,297
NMB
2628
Simplify National Muni Bond ETF
NMB
$49.4M
$4.78M ﹤0.01%
191,288
FDLO icon
2629
Fidelity Low Volatility Factor ETF
FDLO
$1.36B
$4.78M ﹤0.01%
76,116
-2,846
RTH icon
2630
VanEck Retail ETF
RTH
$270M
$4.77M ﹤0.01%
20,000
TIPT icon
2631
Tiptree Inc
TIPT
$721M
$4.76M ﹤0.01%
201,871
+40,911
CLDX icon
2632
Celldex Therapeutics
CLDX
$1.58B
$4.76M ﹤0.01%
233,821
-7,533
BKV
2633
BKV Corp
BKV
$2.39B
$4.75M ﹤0.01%
197,029
+119,363
DAKT icon
2634
Daktronics
DAKT
$894M
$4.74M ﹤0.01%
313,693
-85
WRLD icon
2635
World Acceptance Corp
WRLD
$696M
$4.73M ﹤0.01%
28,651
+4,092
IRS
2636
IRSA Inversiones y Representaciones
IRS
$1.21B
$4.73M ﹤0.01%
339,549
+226,617
ARLP icon
2637
Alliance Resource Partners
ARLP
$3.21B
$4.73M ﹤0.01%
180,785
-923,345
MGPI icon
2638
MGP Ingredients
MGPI
$550M
$4.72M ﹤0.01%
157,579
+13,556
ABEO icon
2639
Abeona Therapeutics
ABEO
$232M
$4.72M ﹤0.01%
831,132
+597,373
WAFD icon
2640
WaFd
WAFD
$2.4B
$4.71M ﹤0.01%
160,745
-104,442
BMBL icon
2641
Bumble
BMBL
$422M
$4.7M ﹤0.01%
713,855
+625,631
OVL icon
2642
Overlay Shares Large Cap Equity ETF
OVL
$178M
$4.7M ﹤0.01%
97,302
-78
ARGT icon
2643
Global X MSCI Argentina ETF
ARGT
$840M
$4.7M ﹤0.01%
55,419
+15,832
ADAM
2644
Adamas Trust
ADAM
$638M
$4.69M ﹤0.01%
700,494
+551,618
ARDT
2645
Ardent Health
ARDT
$1.33B
$4.68M ﹤0.01%
342,799
+166,483
MMIT icon
2646
IQ MacKay Municipal Intermediate ETF
MMIT
$1.12B
$4.67M ﹤0.01%
196,002
+52,003
JACK icon
2647
Jack in the Box
JACK
$287M
$4.67M ﹤0.01%
267,575
+250,742
REX icon
2648
REX American Resources
REX
$1.08B
$4.66M ﹤0.01%
191,216
+68,060
BUG icon
2649
Global X Cybersecurity ETF
BUG
$1.05B
$4.65M ﹤0.01%
125,424
+33,714
HDEF icon
2650
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.17B
$4.64M ﹤0.01%
160,674
+39,735