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
SIHY icon
2651
Harbor Scientific Alpha High-Yield ETF
SIHY
$154M
$4.63M ﹤0.01%
100,432
+19,688
JAMF icon
2652
Jamf
JAMF
$1.71B
$4.6M ﹤0.01%
483,369
+211,339
TRTX
2653
TPG RE Finance Trust
TRTX
$705M
$4.6M ﹤0.01%
595,330
-171,017
RDNT icon
2654
RadNet
RDNT
$5.67B
$4.59M ﹤0.01%
80,628
-39,854
NYF icon
2655
iShares New York Muni Bond ETF
NYF
$941M
$4.58M ﹤0.01%
87,760
-15,450
TAN icon
2656
Invesco Solar ETF
TAN
$850M
$4.55M ﹤0.01%
132,780
+103,322
BSCR icon
2657
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$4.54M ﹤0.01%
231,231
-110,367
EVGO icon
2658
EVgo
EVGO
$404M
$4.5M ﹤0.01%
1,232,584
-26,926
DES icon
2659
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$4.5M ﹤0.01%
141,647
-3,311
DSTL icon
2660
Distillate US Fundamental Stability & Value ETF
DSTL
$1.82B
$4.5M ﹤0.01%
81,214
+49,298
VTS icon
2661
Vitesse Energy
VTS
$812M
$4.48M ﹤0.01%
202,894
+14,093
DISV icon
2662
Dimensional International Small Cap Value ETF
DISV
$3.63B
$4.47M ﹤0.01%
135,867
-5,428
JDOC icon
2663
JPMorgan Healthcare Leaders ETF
JDOC
$8.57M
$4.45M ﹤0.01%
88,196
SPTN
2664
DELISTED
SpartanNash
SPTN
$4.44M ﹤0.01%
167,700
-18,723
RNW icon
2665
ReNew
RNW
$2.68B
$4.44M ﹤0.01%
642,397
+311,297
HNI icon
2666
HNI Corp
HNI
$1.79B
$4.43M ﹤0.01%
90,119
-364
FV icon
2667
First Trust Dorsey Wright Focus 5 ETF
FV
$3.66B
$4.43M ﹤0.01%
74,778
-15,403
COHU icon
2668
Cohu
COHU
$1.05B
$4.43M ﹤0.01%
230,229
-41,004
NEE.PRS
2669
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.15B
$4.42M ﹤0.01%
93,966
+37,997
CSV icon
2670
Carriage Services
CSV
$655M
$4.41M ﹤0.01%
96,521
-22,430
MTW icon
2671
Manitowoc
MTW
$410M
$4.39M ﹤0.01%
364,915
+120,658
SMMT icon
2672
Summit Therapeutics
SMMT
$13.6B
$4.39M ﹤0.01%
206,107
-369,512
SRLN icon
2673
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$4.38M ﹤0.01%
105,261
+89,451
QLTY icon
2674
GMO US Quality ETF
QLTY
$2.6B
$4.36M ﹤0.01%
127,276
-81,208
FMHI icon
2675
First Trust Municipal High Income ETF
FMHI
$785M
$4.33M ﹤0.01%
92,801
-53,911