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
LIND icon
2801
Lindblad Expeditions
LIND
$668M
$3.63M ﹤0.01%
311,363
+137,312
AMPH icon
2802
Amphastar Pharmaceuticals
AMPH
$1.21B
$3.63M ﹤0.01%
158,114
+91,234
BTSGU icon
2803
BrightSpring Health Services Unit
BTSGU
$873M
$3.63M ﹤0.01%
43,931
+17,994
FLTW icon
2804
Franklin FTSE Taiwan ETF
FLTW
$586M
$3.63M ﹤0.01%
69,467
+34,905
PAGP icon
2805
Plains GP Holdings
PAGP
$3.47B
$3.62M ﹤0.01%
186,198
-991,669
SMBS
2806
Schwab Mortgage-Backed Securities ETF
SMBS
$5.48B
$3.61M ﹤0.01%
+141,868
TDIV icon
2807
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.62B
$3.61M ﹤0.01%
40,017
-1,802
VPG icon
2808
Vishay Precision Group
VPG
$426M
$3.6M ﹤0.01%
128,286
-82,972
IHRT icon
2809
iHeartMedia
IHRT
$628M
$3.59M ﹤0.01%
2,039,095
-333,230
ACMR icon
2810
ACM Research
ACMR
$2.12B
$3.58M ﹤0.01%
138,339
-399,009
XSW icon
2811
State Street SPDR S&P Software & Services ETF
XSW
$449M
$3.58M ﹤0.01%
18,871
-1,974
NEXN
2812
Nexxen International
NEXN
$401M
$3.58M ﹤0.01%
344,093
-280,680
BTC
2813
Grayscale Bitcoin Mini Trust ETF
BTC
$4.28B
$3.58M ﹤0.01%
74,949
-1,667
SDVY icon
2814
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.8B
$3.57M ﹤0.01%
101,325
-23,558
KB icon
2815
KB Financial Group
KB
$32.3B
$3.57M ﹤0.01%
43,178
-145,661
NATL icon
2816
NCR Atleos
NATL
$2.7B
$3.56M ﹤0.01%
124,694
+5,946
BLMN icon
2817
Bloomin' Brands
BLMN
$579M
$3.55M ﹤0.01%
412,708
+182,861
ENOV icon
2818
Enovis
ENOV
$1.77B
$3.54M ﹤0.01%
112,755
+87,695
CCNE icon
2819
CNB Financial Corp
CCNE
$737M
$3.54M ﹤0.01%
154,649
-25,022
MYGN icon
2820
Myriad Genetics
MYGN
$592M
$3.53M ﹤0.01%
665,570
+116,462
ECG
2821
Everus Construction Group
ECG
$4.67B
$3.53M ﹤0.01%
55,602
+25,321
SOXQ icon
2822
Invesco PHLX Semiconductor ETF
SOXQ
$606M
$3.53M ﹤0.01%
80,883
-116
VNET
2823
VNET Group
VNET
$2.36B
$3.53M ﹤0.01%
511,417
+472,115
FSTA icon
2824
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.29B
$3.52M ﹤0.01%
68,841
-2,528
AMWD icon
2825
American Woodmark
AMWD
$753M
$3.52M ﹤0.01%
65,967
+20,913