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
STEL icon
3126
Stellar Bancorp
STEL
$1.55B
$2.14M ﹤0.01%
76,609
-15,172
IOVA icon
3127
Iovance Biotherapeutics
IOVA
$1.01B
$2.14M ﹤0.01%
1,242,871
-37,379
KDK
3128
Kodiak AI
KDK
$1.45B
$2.13M ﹤0.01%
188,306
-211,694
WDI
3129
Western Asset Diversified Income Fund
WDI
$746M
$2.13M ﹤0.01%
143,759
+37,259
PCG.PRX
3130
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.38B
$2.13M ﹤0.01%
56,727
+50,935
COLL icon
3131
Collegium Pharmaceutical
COLL
$1.5B
$2.13M ﹤0.01%
72,068
+2,592
IDU icon
3132
iShares US Utilities ETF
IDU
$1.66B
$2.13M ﹤0.01%
20,344
-1,843
TATT icon
3133
TAT Technologies
TATT
$519M
$2.13M ﹤0.01%
69,618
+57,412
FXH icon
3134
First Trust Health Care AlphaDEX Fund
FXH
$951M
$2.12M ﹤0.01%
20,414
MODG icon
3135
Topgolf Callaway Brands
MODG
$1.95B
$2.11M ﹤0.01%
262,246
-80,336
WMK icon
3136
Weis Markets
WMK
$1.63B
$2.11M ﹤0.01%
29,043
-121,803
IDHQ icon
3137
Invesco S&P International Developed Quality ETF
IDHQ
$536M
$2.1M ﹤0.01%
63,728
+38,178
PHG icon
3138
Philips
PHG
$27.9B
$2.1M ﹤0.01%
87,616
+29,835
WERN icon
3139
Werner Enterprises
WERN
$1.5B
$2.1M ﹤0.01%
76,767
+15,109
FIIG icon
3140
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$565M
$2.1M ﹤0.01%
+100,051
MQ icon
3141
Marqeta
MQ
$2.21B
$2.1M ﹤0.01%
359,459
-4,954,924
OACC
3142
Oaktree Acquisition Corp III Life Sciences
OACC
$261M
$2.09M ﹤0.01%
+199,776
IXC icon
3143
iShares Global Energy ETF
IXC
$1.93B
$2.09M ﹤0.01%
53,286
-82,254
AOM icon
3144
iShares Core Moderate Allocation ETF
AOM
$1.63B
$2.09M ﹤0.01%
45,472
+27,156
ANGL icon
3145
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$2.09M ﹤0.01%
71,500
-54,015
PID icon
3146
Invesco International Dividend Achievers ETF
PID
$892M
$2.09M ﹤0.01%
101,861
+30
VIOV icon
3147
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.43B
$2.09M ﹤0.01%
24,399
-2,204
WLKP icon
3148
Westlake Chemical Partners
WLKP
$671M
$2.09M ﹤0.01%
94,441
-2,926
AUTL
3149
Autolus Therapeutics
AUTL
$362M
$2.09M ﹤0.01%
914,743
-495,361
IBMQ icon
3150
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$505M
$2.08M ﹤0.01%
+81,923