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
MFG icon
2776
Mizuho Financial
MFG
$84.4B
$3.77M ﹤0.01%
677,445
+169,434
SMIG icon
2777
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.14B
$3.76M ﹤0.01%
130,439
+8,295
BASE
2778
DELISTED
Couchbase
BASE
$3.75M ﹤0.01%
153,833
-78,364
KNSA icon
2779
Kiniksa Pharmaceuticals
KNSA
$3.05B
$3.74M ﹤0.01%
135,282
+18,870
FXD icon
2780
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$319M
$3.74M ﹤0.01%
58,988
+37,287
EQNR icon
2781
Equinor
EQNR
$61.3B
$3.74M ﹤0.01%
148,686
-453,249
CRK icon
2782
Comstock Resources
CRK
$7.34B
$3.73M ﹤0.01%
134,910
-49,880
HOPE icon
2783
Hope Bancorp
HOPE
$1.32B
$3.72M ﹤0.01%
346,757
-646,995
DIHP icon
2784
Dimensional International High Profitability ETF
DIHP
$4.65B
$3.72M ﹤0.01%
126,046
-5,442
IMTB icon
2785
iShares Core 5-10 Year USD Bond ETF
IMTB
$256M
$3.72M ﹤0.01%
85,187
+18,539
AUPH icon
2786
Aurinia Pharmaceuticals
AUPH
$2.01B
$3.71M ﹤0.01%
438,349
-263,153
MANU icon
2787
Manchester United
MANU
$2.68B
$3.7M ﹤0.01%
207,731
+20,251
ROOT icon
2788
Root
ROOT
$1.27B
$3.7M ﹤0.01%
28,905
+22,997
FDTX icon
2789
Fidelity Disruptive Technology ETF
FDTX
$194M
$3.7M ﹤0.01%
94,815
+82,859
FOR icon
2790
Forestar Group
FOR
$1.24B
$3.7M ﹤0.01%
184,874
+22,930
LPG icon
2791
Dorian LPG
LPG
$1.13B
$3.69M ﹤0.01%
151,196
+68,500
HMN icon
2792
Horace Mann Educators
HMN
$1.85B
$3.68M ﹤0.01%
85,654
-24,579
DFGR icon
2793
Dimensional Global Real Estate ETF
DFGR
$2.71B
$3.67M ﹤0.01%
136,686
+994
CORP icon
2794
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
$3.66M ﹤0.01%
37,601
+3,217
KIM.PRN icon
2795
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$3.66M ﹤0.01%
60,430
NPACU
2796
New Providence Acquisition Corp III Units
NPACU
$281M
$3.66M ﹤0.01%
+350,000
CXM icon
2797
Sprinklr
CXM
$1.78B
$3.66M ﹤0.01%
432,235
-350,877
HI icon
2798
Hillenbrand
HI
$2.23B
$3.65M ﹤0.01%
181,958
+105,290
BSCU icon
2799
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$3.64M ﹤0.01%
217,054
+208,724
SOUN icon
2800
SoundHound AI
SOUN
$5.13B
$3.64M ﹤0.01%
339,046
+15,820