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
FTCS icon
3026
First Trust Capital Strength ETF
FTCS
$8.37B
$2.56M ﹤0.01%
28,159
-12,323
SNDX icon
3027
Syndax Pharmaceuticals
SNDX
$1.41B
$2.56M ﹤0.01%
272,874
-832,933
HCI icon
3028
HCI Group
HCI
$2.4B
$2.55M ﹤0.01%
16,780
-11,289
NUAG icon
3029
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$59.5M
$2.55M ﹤0.01%
121,408
-31,302
IBDV icon
3030
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.11B
$2.55M ﹤0.01%
116,011
-124,016
LEVI icon
3031
Levi Strauss
LEVI
$8.42B
$2.55M ﹤0.01%
137,730
+51,946
EZPW icon
3032
Ezcorp Inc
EZPW
$1.08B
$2.54M ﹤0.01%
183,291
+59,339
SZZLU
3033
Sizzle Acquisition Corp II Unit
SZZLU
$2.54M ﹤0.01%
+249,542
MNRO icon
3034
Monro
MNRO
$532M
$2.54M ﹤0.01%
170,328
+138,499
DK icon
3035
Delek US
DK
$2.42B
$2.53M ﹤0.01%
119,481
-245,043
NFBK icon
3036
Northfield Bancorp
NFBK
$441M
$2.53M ﹤0.01%
220,372
-60,929
GNK icon
3037
Genco Shipping & Trading
GNK
$772M
$2.53M ﹤0.01%
193,550
-79,465
UAA icon
3038
Under Armour
UAA
$2B
$2.52M ﹤0.01%
368,374
-114,347
GSHD icon
3039
Goosehead Insurance
GSHD
$1.78B
$2.51M ﹤0.01%
23,764
+2,515
SMBK icon
3040
SmartFinancial
SMBK
$616M
$2.51M ﹤0.01%
74,200
-15,862
BATRA icon
3041
Atlanta Braves Holdings Series A
BATRA
$2.65B
$2.5M ﹤0.01%
50,783
-3,249
CGMS icon
3042
Capital Group US Multi-Sector Income ETF
CGMS
$3.29B
$2.49M ﹤0.01%
90,195
+18
BOW
3043
Bowhead Specialty Holdings
BOW
$892M
$2.49M ﹤0.01%
66,228
-11,179
FARO
3044
DELISTED
Faro Technologies
FARO
$2.49M ﹤0.01%
56,588
+36,388
RGP icon
3045
Resources Connection
RGP
$154M
$2.48M ﹤0.01%
462,530
-89,960
VIOG icon
3046
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$858M
$2.47M ﹤0.01%
21,595
+119
PAR icon
3047
PAR Technology
PAR
$1.59B
$2.46M ﹤0.01%
35,511
+3,368
NVCR icon
3048
NovoCure
NVCR
$1.29B
$2.46M ﹤0.01%
138,160
-79,497
MOV icon
3049
Movado Group
MOV
$410M
$2.46M ﹤0.01%
161,178
+97,566
ECVT icon
3050
Ecovyst
ECVT
$999M
$2.46M ﹤0.01%
298,365
-15,512