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
JENA.U
3051
Jena Acquisition Corp II Units
JENA.U
$2.45M ﹤0.01%
+238,500
WEAV icon
3052
Weave Communications
WEAV
$492M
$2.43M ﹤0.01%
292,452
+7,651
WENNU
3053
Wen Acquisition Corp Unit
WENNU
$282M
$2.43M ﹤0.01%
+229,443
MYE icon
3054
Myers Industries
MYE
$670M
$2.43M ﹤0.01%
167,361
+7,553
PSFF icon
3055
Pacer Swan SOS Fund of Funds ETF
PSFF
$511M
$2.42M ﹤0.01%
79,309
+66,962
AAAU icon
3056
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.14B
$2.42M ﹤0.01%
73,967
+25,585
KNTK icon
3057
Kinetik
KNTK
$2.18B
$2.41M ﹤0.01%
54,814
-56,711
DAVE icon
3058
Dave Inc
DAVE
$2.86B
$2.41M ﹤0.01%
8,986
+65
NVMI icon
3059
Nova
NVMI
$8.85B
$2.41M ﹤0.01%
8,742
-12,954
HROW icon
3060
Harrow
HROW
$1.44B
$2.39M ﹤0.01%
78,413
-48,218
GPAT
3061
GP-Act III Acquisition Corp
GPAT
$383M
$2.38M ﹤0.01%
+225,275
CYH icon
3062
Community Health Systems
CYH
$458M
$2.37M ﹤0.01%
698,085
-590,386
NEWT icon
3063
NewtekOne
NEWT
$296M
$2.37M ﹤0.01%
209,970
-3,342
TBRG icon
3064
TruBridge
TBRG
$303M
$2.37M ﹤0.01%
101,107
+56,805
RSPS icon
3065
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$240M
$2.37M ﹤0.01%
78,929
+36,742
AOSL icon
3066
Alpha and Omega Semiconductor
AOSL
$584M
$2.36M ﹤0.01%
92,121
+77,984
FSLY icon
3067
Fastly
FSLY
$1.74B
$2.36M ﹤0.01%
334,752
+30,183
FVRR icon
3068
Fiverr
FVRR
$795M
$2.36M ﹤0.01%
80,376
-7,998
AVIR icon
3069
Atea Pharmaceuticals
AVIR
$243M
$2.35M ﹤0.01%
652,661
-120,556
UNTY icon
3070
Unity Bancorp
UNTY
$481M
$2.35M ﹤0.01%
49,849
-33,016
EDIT icon
3071
Editas Medicine
EDIT
$248M
$2.34M ﹤0.01%
1,065,722
+140,916
VTC icon
3072
Vanguard Total Corporate Bond ETF
VTC
$1.25B
$2.34M ﹤0.01%
30,220
-3,951
SPTI icon
3073
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.23B
$2.33M ﹤0.01%
81,157
-1,356,273
IVOV icon
3074
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.06B
$2.33M ﹤0.01%
24,404
+590
EYPT icon
3075
EyePoint Pharmaceuticals
EYPT
$960M
$2.33M ﹤0.01%
247,412
-147,933