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
USMC icon
3151
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.68B
$2.08M ﹤0.01%
33,229
+9,406
WFC.PRL icon
3152
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.95B
$2.08M ﹤0.01%
1,770
-447
TDOC icon
3153
Teladoc Health
TDOC
$1.33B
$2.08M ﹤0.01%
238,542
-1,039,562
SANA icon
3154
Sana Biotechnology
SANA
$1.08B
$2.08M ﹤0.01%
760,415
-44,749
SVCCU
3155
Stellar V Capital Corp Unit
SVCCU
$2.07M ﹤0.01%
200,000
-350,127
FTRE icon
3156
Fortrea Holdings
FTRE
$1.05B
$2.07M ﹤0.01%
418,493
+150,096
ARKW icon
3157
ARK Web x.0 ETF
ARKW
$2.6B
$2.06M ﹤0.01%
13,987
-1,658
IMCB icon
3158
iShares Morningstar Mid-Cap ETF
IMCB
$1.21B
$2.06M ﹤0.01%
25,892
+993
SDHIU
3159
Siddhi Acquisition Corp Unit
SDHIU
$2.06M ﹤0.01%
+200,000
CSIQ icon
3160
Canadian Solar
CSIQ
$1.91B
$2.06M ﹤0.01%
186,538
-470,717
RES icon
3161
RPC Inc
RES
$1.21B
$2.06M ﹤0.01%
434,941
-37,058
RDAG
3162
Republic Digital Acquisition Co
RDAG
$386M
$2.06M ﹤0.01%
+199,930
RPV icon
3163
Invesco S&P 500 Pure Value ETF
RPV
$1.39B
$2.05M ﹤0.01%
21,886
-867
TCAF icon
3164
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$5.88B
$2.05M ﹤0.01%
+58,087
AMSC icon
3165
American Superconductor
AMSC
$1.59B
$2.04M ﹤0.01%
55,637
-2,810
FUBO icon
3166
FuboTV Inc
FUBO
$1.35B
$2.04M ﹤0.01%
528,052
+311,245
IYK icon
3167
iShares US Consumer Staples ETF
IYK
$1.29B
$2.03M ﹤0.01%
28,807
+1,065
RSI icon
3168
Rush Street Interactive
RSI
$1.7B
$2.03M ﹤0.01%
136,245
-339,721
GSHR
3169
Gesher Acquisition Corp II
GSHR
$210M
$2.03M ﹤0.01%
+199,870
THRY icon
3170
Thryv Holdings
THRY
$274M
$2.02M ﹤0.01%
166,384
-12,428
RXRX icon
3171
Recursion Pharmaceuticals
RXRX
$2.42B
$2.02M ﹤0.01%
399,503
-418,821
GIGB icon
3172
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$684M
$2.02M ﹤0.01%
43,790
+3,123
ABR icon
3173
Arbor Realty Trust
ABR
$1.8B
$2M ﹤0.01%
187,326
-58,050
GRID icon
3174
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.91B
$2M ﹤0.01%
14,375
+14,108
AHCO icon
3175
AdaptHealth
AHCO
$1.26B
$2M ﹤0.01%
211,769
+2,718