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
PWZ icon
2751
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.12B
$3.86M ﹤0.01%
165,571
-234,732
NVEC icon
2752
NVE Corp
NVEC
$306M
$3.86M ﹤0.01%
52,486
-4,066
HMOP icon
2753
Hartford Municipal Opportunities ETF
HMOP
$588M
$3.86M ﹤0.01%
100,724
+28,608
GSID icon
2754
Goldman Sachs MarketBeta International Equity ETF
GSID
$870M
$3.85M ﹤0.01%
60,185
-1,405
EIG icon
2755
Employers Holdings
EIG
$881M
$3.85M ﹤0.01%
81,609
+6,410
CMP icon
2756
Compass Minerals
CMP
$740M
$3.85M ﹤0.01%
191,626
+26,531
FRHC icon
2757
Freedom Holding
FRHC
$8.41B
$3.85M ﹤0.01%
26,356
-9,327
GTO icon
2758
Invesco Total Return Bond ETF
GTO
$1.92B
$3.85M ﹤0.01%
82,012
-28,659
PAX icon
2759
Patria Investments
PAX
$2.35B
$3.84M ﹤0.01%
273,434
-362
MATV icon
2760
Mativ Holdings
MATV
$721M
$3.84M ﹤0.01%
563,464
+126,276
MDXG icon
2761
MiMedx Group
MDXG
$1.11B
$3.83M ﹤0.01%
627,405
+70,147
UVSP icon
2762
Univest Financial
UVSP
$872M
$3.82M ﹤0.01%
127,189
-23,312
EWH icon
2763
iShares MSCI Hong Kong ETF
EWH
$769M
$3.81M ﹤0.01%
192,022
-7,331
ISCV icon
2764
iShares Morningstar Small-Cap Value ETF
ISCV
$539M
$3.81M ﹤0.01%
62,117
+5,139
SSYS icon
2765
Stratasys
SSYS
$794M
$3.81M ﹤0.01%
332,395
+96,731
WGO icon
2766
Winnebago Industries
WGO
$944M
$3.81M ﹤0.01%
131,450
-105,473
ICFI icon
2767
ICF International
ICFI
$1.46B
$3.81M ﹤0.01%
44,999
-28,232
XRX icon
2768
Xerox
XRX
$364M
$3.81M ﹤0.01%
722,218
-14,008
UVXY icon
2769
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$687M
$3.8M ﹤0.01%
202,753
+136,220
IBDY icon
2770
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$856M
$3.8M ﹤0.01%
146,649
+145,847
GGAL icon
2771
Galicia Financial Group
GGAL
$8.61B
$3.79M ﹤0.01%
75,302
+36,326
DCOM icon
2772
Dime Community Bancshares
DCOM
$1.18B
$3.79M ﹤0.01%
140,683
-4,788
KGS icon
2773
Kodiak Gas Services
KGS
$2.89B
$3.79M ﹤0.01%
110,469
-4,942
ACHC icon
2774
Acadia Healthcare
ACHC
$1.45B
$3.78M ﹤0.01%
166,551
-752,075
MAGS icon
2775
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.33B
$3.77M ﹤0.01%
+67,924