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
STKL
2901
SunOpta
STKL
$502M
$3.11M ﹤0.01%
536,893
+377,237
UFPT icon
2902
UFP Technologies
UFPT
$1.8B
$3.11M ﹤0.01%
12,735
+289
MT icon
2903
ArcelorMittal
MT
$30.4B
$3.11M ﹤0.01%
98,417
+6,262
ARKO icon
2904
ARKO Corp
ARKO
$482M
$3.1M ﹤0.01%
733,606
+134,502
RWT
2905
Redwood Trust
RWT
$655M
$3.1M ﹤0.01%
524,768
+183,154
GSAT icon
2906
Globalstar
GSAT
$8.02B
$3.1M ﹤0.01%
131,565
-127,742
ARGX icon
2907
argenx
ARGX
$55.1B
$3.09M ﹤0.01%
5,613
-177
ALX
2908
Alexander's
ALX
$1.11B
$3.09M ﹤0.01%
13,711
-168
AI icon
2909
C3.ai
AI
$1.94B
$3.08M ﹤0.01%
125,261
+5,572
GOOD
2910
Gladstone Commercial Corp
GOOD
$546M
$3.08M ﹤0.01%
214,744
+4,453
THRM icon
2911
Gentherm
THRM
$1.09B
$3.06M ﹤0.01%
108,251
+1,850
CAMT icon
2912
Camtek
CAMT
$4.56B
$3.06M ﹤0.01%
36,204
-25,450
SMMV icon
2913
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$322M
$3.05M ﹤0.01%
72,657
-10,435
CRAI icon
2914
CRA International
CRAI
$1.18B
$3.05M ﹤0.01%
16,266
-10,874
FSUN
2915
FirstSun Capital Bancorp
FSUN
$892M
$3.04M ﹤0.01%
87,511
+66,311
CODI icon
2916
Compass Diversified
CODI
$429M
$3.04M ﹤0.01%
483,687
+311,733
EMBC icon
2917
Embecta
EMBC
$840M
$3.02M ﹤0.01%
311,709
-164,143
WBND
2918
DELISTED
Western Asset Total Return ETF
WBND
$3.02M ﹤0.01%
149,360
-11,239
IBDW icon
2919
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.83B
$3.02M ﹤0.01%
143,481
+46,291
HLIO icon
2920
Helios Technologies
HLIO
$1.76B
$3.02M ﹤0.01%
90,426
+53,211
HLIT icon
2921
Harmonic Inc
HLIT
$1.08B
$3.01M ﹤0.01%
318,297
-203,126
NUSC icon
2922
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$3.01M ﹤0.01%
73,896
-6,332
AVXC icon
2923
Avantis Emerging Markets ex-China Equity ETF
AVXC
$175M
$3M ﹤0.01%
52,971
+8,086
RGR icon
2924
Sturm, Ruger & Co
RGR
$490M
$2.99M ﹤0.01%
83,236
+14,687
ASC icon
2925
Ardmore Shipping
ASC
$523M
$2.99M ﹤0.01%
311,162
+58,330