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
MAN icon
2876
ManpowerGroup
MAN
$1.33B
$3.25M ﹤0.01%
80,352
-73,795
BHC icon
2877
Bausch Health
BHC
$2.44B
$3.25M ﹤0.01%
487,386
+303,287
SCMB icon
2878
Schwab Municipal Bond ETF
SCMB
$2.39B
$3.24M ﹤0.01%
128,813
+80,303
SBET icon
2879
SharpLink Gaming
SBET
$2.15B
$3.23M ﹤0.01%
+325,200
SMBC icon
2880
Southern Missouri Bancorp
SMBC
$613M
$3.23M ﹤0.01%
58,942
-9,138
JHMM icon
2881
John Hancock Multifactor Mid Cap ETF
JHMM
$4.37B
$3.23M ﹤0.01%
52,814
+7,635
RLGT icon
2882
Radiant Logistics
RLGT
$281M
$3.23M ﹤0.01%
530,475
-23,943
OGN icon
2883
Organon & Co
OGN
$1.96B
$3.22M ﹤0.01%
333,147
-33,351
VTWV icon
2884
Vanguard Russell 2000 Value ETF
VTWV
$819M
$3.22M ﹤0.01%
23,170
-1,501
PRAA icon
2885
PRA Group
PRAA
$619M
$3.21M ﹤0.01%
217,861
+80,945
ENR icon
2886
Energizer
ENR
$1.66B
$3.21M ﹤0.01%
159,289
-94,664
IRBT icon
2887
iRobot
IRBT
$63.7M
$3.2M ﹤0.01%
1,023,401
+637,392
KNOP icon
2888
KNOT Offshore Partners
KNOP
$341M
$3.2M ﹤0.01%
511,266
-72,724
HTB
2889
HomeTrust Bancshares
HTB
$700M
$3.18M ﹤0.01%
84,892
-15,404
TTGT icon
2890
TechTarget
TTGT
$364M
$3.17M ﹤0.01%
408,321
-14,234
VIGL
2891
DELISTED
Vigil Neuroscience
VIGL
$3.16M ﹤0.01%
396,926
+396,544
SMA
2892
SmartStop Self Storage REIT
SMA
$1.8B
$3.15M ﹤0.01%
+87,075
ARI
2893
Apollo Commercial Real Estate
ARI
$1.37B
$3.15M ﹤0.01%
325,805
-62,638
INN
2894
Summit Hotel Properties
INN
$589M
$3.15M ﹤0.01%
618,684
+33,715
HLX icon
2895
Helix Energy Solutions
HLX
$977M
$3.15M ﹤0.01%
504,410
-223,391
GES icon
2896
Guess Inc
GES
$887M
$3.15M ﹤0.01%
260,260
+248,105
FET icon
2897
Forum Energy Technologies
FET
$334M
$3.15M ﹤0.01%
161,596
+108,490
ORLA
2898
Orla Mining
ORLA
$4.09B
$3.14M ﹤0.01%
313,436
+313,062
UPWK icon
2899
Upwork
UPWK
$2.21B
$3.12M ﹤0.01%
232,401
+26,047
AMBP icon
2900
Ardagh Metal Packaging
AMBP
$2.15B
$3.12M ﹤0.01%
729,506
+551,616