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
GMRE
2976
Global Medical REIT
GMRE
$432M
$2.78M ﹤0.01%
80,224
-5,063
TAK icon
2977
Takeda Pharmaceutical
TAK
$45.2B
$2.78M ﹤0.01%
179,759
-99,663
RSPD icon
2978
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$222M
$2.78M ﹤0.01%
52,165
-24
USLM icon
2979
United States Lime & Minerals
USLM
$3.45B
$2.77M ﹤0.01%
27,741
-23,178
PWV icon
2980
Invesco Large Cap Value ETF
PWV
$1.23B
$2.77M ﹤0.01%
44,544
+14,799
JBLU icon
2981
JetBlue
JBLU
$1.59B
$2.76M ﹤0.01%
653,041
-468,561
BKE icon
2982
Buckle
BKE
$2.88B
$2.75M ﹤0.01%
60,660
-125,760
GO icon
2983
Grocery Outlet
GO
$1.11B
$2.74M ﹤0.01%
220,432
+26,725
FIXT
2984
TCW Core Plus Bond ETF
FIXT
$266M
$2.74M ﹤0.01%
+71,622
BSCP icon
2985
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$2.74M ﹤0.01%
132,258
+117,496
RDIV icon
2986
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$858M
$2.73M ﹤0.01%
57,153
+536
BBBY
2987
Bed Bath & Beyond
BBBY
$447M
$2.73M ﹤0.01%
436,846
-335,142
ROG icon
2988
Rogers Corp
ROG
$1.45B
$2.73M ﹤0.01%
39,889
+12,536
BAR icon
2989
GraniteShares Gold Shares
BAR
$1.41B
$2.72M ﹤0.01%
83,329
-42,296
SUPV
2990
Grupo Supervielle
SUPV
$968M
$2.72M ﹤0.01%
256,787
-109,557
PRVA icon
2991
Privia Health
PRVA
$2.97B
$2.71M ﹤0.01%
117,864
-301,442
ACEL icon
2992
Accel Entertainment
ACEL
$857M
$2.71M ﹤0.01%
230,080
-176,176
STC icon
2993
Stewart Information Services
STC
$2.03B
$2.7M ﹤0.01%
41,421
+1,988
CCRN icon
2994
Cross Country Healthcare
CCRN
$343M
$2.69M ﹤0.01%
206,438
+97,962
ARCT icon
2995
Arcturus Therapeutics
ARCT
$222M
$2.69M ﹤0.01%
206,899
-25,613
DNLI icon
2996
Denali Therapeutics
DNLI
$2.58B
$2.68M ﹤0.01%
191,613
+3,210
LOKVU
2997
Live Oak Acquisition Corp V Units
LOKVU
$213M
$2.68M ﹤0.01%
241,211
-58,789
KORP icon
2998
American Century Diversified Corporate Bond ETF
KORP
$593M
$2.67M ﹤0.01%
+56,706
RYAM icon
2999
Rayonier Advanced Materials
RYAM
$395M
$2.67M ﹤0.01%
692,743
-78,205
MOMO
3000
Hello Group
MOMO
$1.11B
$2.67M ﹤0.01%
315,918
+166,227