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
RTO icon
3101
Rentokil
RTO
$13.4B
$2.24M ﹤0.01%
93,165
+89,649
VIR icon
3102
Vir Biotechnology
VIR
$772M
$2.23M ﹤0.01%
443,375
+4,069
RMAX icon
3103
RE/MAX Holdings
RMAX
$156M
$2.23M ﹤0.01%
272,785
+71,301
ALLT icon
3104
Allot
ALLT
$420M
$2.23M ﹤0.01%
+260,263
CLVT icon
3105
Clarivate
CLVT
$2.37B
$2.22M ﹤0.01%
517,074
+19,507
CCBG icon
3106
Capital City Bank Group
CCBG
$698M
$2.22M ﹤0.01%
56,338
-17,558
AGS
3107
DELISTED
PlayAGS
AGS
$2.21M ﹤0.01%
177,332
-100,531
FBT icon
3108
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.24B
$2.21M ﹤0.01%
13,716
-986
LEG icon
3109
Leggett & Platt
LEG
$1.24B
$2.21M ﹤0.01%
247,826
-283,382
BITQ icon
3110
Bitwise Crypto Industry Innovators ETF
BITQ
$420M
$2.21M ﹤0.01%
111,870
+8,991
AESI icon
3111
Atlas Energy Solutions
AESI
$1.12B
$2.19M ﹤0.01%
164,020
-14,571
RAC
3112
Rithm Acquisition Corp
RAC
$306M
$2.19M ﹤0.01%
+215,000
FLYY
3113
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
$2.19M ﹤0.01%
+438,854
TPB icon
3114
Turning Point Brands
TPB
$1.9B
$2.19M ﹤0.01%
28,839
-3,432
SSTK icon
3115
Shutterstock
SSTK
$776M
$2.18M ﹤0.01%
115,117
+21,083
MCS icon
3116
Marcus Corp
MCS
$492M
$2.17M ﹤0.01%
128,688
-25,542
SOXS icon
3117
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.02B
$2.17M ﹤0.01%
274,486
+272,129
HY icon
3118
Hyster-Yale Materials Handling
HY
$529M
$2.16M ﹤0.01%
54,381
+6,793
FFLG icon
3119
Fidelity Fundamental Large Cap Growth ETF
FFLG
$508M
$2.16M ﹤0.01%
81,382
-14,112
MITK icon
3120
Mitek Systems
MITK
$430M
$2.16M ﹤0.01%
218,288
-26,896
DEC
3121
Diversified Energy
DEC
$1.13B
$2.16M ﹤0.01%
147,124
+4,744
OFIX icon
3122
Orthofix Medical
OFIX
$610M
$2.16M ﹤0.01%
193,549
+26,123
AMTM
3123
Amentum Holdings
AMTM
$5.5B
$2.16M ﹤0.01%
91,322
+3,608
MSEX icon
3124
Middlesex Water
MSEX
$954M
$2.15M ﹤0.01%
39,688
-15,895
NHICU
3125
NewHold Investment Corp III Units
NHICU
$2.15M ﹤0.01%
200,000
-48,700