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
AGM icon
2851
Federal Agricultural Mortgage
AGM
$1.84B
$3.38M ﹤0.01%
17,390
-11,109
FPI
2852
Farmland Partners
FPI
$421M
$3.37M ﹤0.01%
292,850
+73,893
AMSF icon
2853
AMERISAFE
AMSF
$783M
$3.36M ﹤0.01%
76,817
-4,822
GSRT
2854
DELISTED
GSR III Acquisition Corp
GSRT
$3.35M ﹤0.01%
+310,149
AVSC icon
2855
Avantis US Small Cap Equity ETF
AVSC
$1.88B
$3.34M ﹤0.01%
64,720
+47,309
TRIP icon
2856
TripAdvisor
TRIP
$1.73B
$3.33M ﹤0.01%
254,807
-2,513
PEB.PRF icon
2857
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$115M
$3.32M ﹤0.01%
189,025
+6,295
FNDX icon
2858
Schwab Fundamental US Large Company Index ETF
FNDX
$21B
$3.31M ﹤0.01%
135,035
-54,080
WABC icon
2859
Westamerica Bancorp
WABC
$1.2B
$3.31M ﹤0.01%
68,302
-28,398
DHC
2860
Diversified Healthcare Trust
DHC
$1.16B
$3.31M ﹤0.01%
923,963
+84,572
VIAV icon
2861
Viavi Solutions
VIAV
$3.78B
$3.3M ﹤0.01%
327,956
-479,647
GCMG icon
2862
GCM Grosvenor
GCMG
$604M
$3.3M ﹤0.01%
285,477
+190,486
AMPL icon
2863
Amplitude
AMPL
$1.45B
$3.3M ﹤0.01%
266,134
+58,143
FDMT icon
2864
4D Molecular Therapeutics
FDMT
$587M
$3.29M ﹤0.01%
888,016
+1,311
SPBO icon
2865
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.69B
$3.29M ﹤0.01%
112,647
-1,330
CNNE icon
2866
Cannae Holdings
CNNE
$817M
$3.29M ﹤0.01%
157,797
-7,779
PRO icon
2867
PROS Holdings
PRO
$1.12B
$3.28M ﹤0.01%
209,503
+107,136
TALO icon
2868
Talos Energy
TALO
$1.79B
$3.28M ﹤0.01%
386,641
+220,502
SLQT icon
2869
SelectQuote
SLQT
$275M
$3.28M ﹤0.01%
1,377,347
+91,091
LILAK icon
2870
Liberty Latin America Class C
LILAK
$1.64B
$3.28M ﹤0.01%
517,574
-1,819,497
FWONA icon
2871
Liberty Media Series A
FWONA
$22.9B
$3.27M ﹤0.01%
34,441
+20,815
LEN.B icon
2872
Lennar Class B
LEN.B
$29.1B
$3.27M ﹤0.01%
31,030
+2,007
AVNS icon
2873
Avanos Medical
AVNS
$545M
$3.26M ﹤0.01%
266,572
-84,033
VNM icon
2874
VanEck Vietnam ETF
VNM
$568M
$3.26M ﹤0.01%
236,943
+84,991
NGVT icon
2875
Ingevity
NGVT
$1.82B
$3.26M ﹤0.01%
75,582
-4,030