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
BBD icon
2926
Banco Bradesco
BBD
$38.8B
$2.98M ﹤0.01%
964,959
+174,126
IHDG icon
2927
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.37B
$2.97M ﹤0.01%
65,986
-44,810
CBL
2928
CBL Properties
CBL
$999M
$2.97M ﹤0.01%
116,867
-15,980
SCL icon
2929
Stepan Co
SCL
$1.01B
$2.96M ﹤0.01%
54,302
-27,141
ARKQ icon
2930
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.46B
$2.96M ﹤0.01%
33,217
+20
RCKT icon
2931
Rocket Pharmaceuticals
RCKT
$345M
$2.96M ﹤0.01%
1,207,802
+597,713
BHRB icon
2932
Burke & Herbert Financial Services Corp
BHRB
$936M
$2.96M ﹤0.01%
49,511
+12,057
TGS icon
2933
Transportadora de Gas del Sur
TGS
$4.46B
$2.95M ﹤0.01%
114,073
+4,347
CTS icon
2934
CTS Corp
CTS
$1.22B
$2.95M ﹤0.01%
69,277
-23,418
OPY icon
2935
Oppenheimer Holdings
OPY
$718M
$2.95M ﹤0.01%
44,842
+26,643
AAOI icon
2936
Applied Optoelectronics
AAOI
$1.38B
$2.95M ﹤0.01%
114,650
-46,513
LBTYK icon
2937
Liberty Global Class C
LBTYK
$3.69B
$2.94M ﹤0.01%
284,952
-14,487
UPRO icon
2938
ProShares UltraPro S&P 500
UPRO
$4.68B
$2.94M ﹤0.01%
32,117
+31,756
BITB icon
2939
Bitwise Bitcoin ETF
BITB
$3.8B
$2.93M ﹤0.01%
50,076
+46,983
ACCO icon
2940
Acco Brands
ACCO
$314M
$2.93M ﹤0.01%
818,489
+3,039
BBAR icon
2941
BBVA Argentina
BBAR
$3.03B
$2.92M ﹤0.01%
177,455
+112,161
NPK icon
2942
National Presto Industries
NPK
$680M
$2.92M ﹤0.01%
29,815
-3,610
HURN icon
2943
Huron Consulting
HURN
$2.8B
$2.92M ﹤0.01%
21,219
-19,234
UTI icon
2944
Universal Technical Institute
UTI
$1.6B
$2.92M ﹤0.01%
86,044
-52,033
SABR icon
2945
Sabre
SABR
$687M
$2.91M ﹤0.01%
920,330
+362,783
TVA
2946
Texas Ventures Acquisition III Corp
TVA
$333M
$2.91M ﹤0.01%
+288,451
TMF icon
2947
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.73B
$2.9M ﹤0.01%
74,020
-92,760
SILA
2948
Sila Realty Trust
SILA
$1.29B
$2.9M ﹤0.01%
122,602
+45,629
AB icon
2949
AllianceBernstein
AB
$3.6B
$2.89M ﹤0.01%
70,819
-424,665
CCIR
2950
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
$2.88M ﹤0.01%
262,516
+232,579