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
GRNT icon
3176
Granite Ridge Resources
GRNT
$669M
$1.99M ﹤0.01%
312,249
+286,556
KWEB icon
3177
KraneShares CSI China Internet ETF
KWEB
$9.03B
$1.99M ﹤0.01%
57,921
-1,455,181
KOP icon
3178
Koppers
KOP
$560M
$1.99M ﹤0.01%
61,829
-59,476
ASTE icon
3179
Astec Industries
ASTE
$1.02B
$1.98M ﹤0.01%
47,516
-45,161
PRFZ icon
3180
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.81B
$1.98M ﹤0.01%
48,694
-14,187
NWPX icon
3181
NWPX Infrastructure Inc
NWPX
$559M
$1.98M ﹤0.01%
48,221
-11,401
GSEP icon
3182
FT Vest US Equity Moderate Buffer ETF September
GSEP
$216M
$1.98M ﹤0.01%
53,874
+52,830
JBSS icon
3183
John B. Sanfilippo & Son
JBSS
$788M
$1.97M ﹤0.01%
31,219
-2,962
HRTX icon
3184
Heron Therapeutics
HRTX
$204M
$1.97M ﹤0.01%
953,080
+256,637
DJT icon
3185
Trump Media & Technology Group
DJT
$3.54B
$1.97M ﹤0.01%
109,257
-73,763
SEI
3186
Solaris Energy Infrastructure
SEI
$2.31B
$1.96M ﹤0.01%
69,297
-8,270
NEAR icon
3187
iShares Short Maturity Bond ETF
NEAR
$3.58B
$1.96M ﹤0.01%
38,342
-7,721
EPAC icon
3188
Enerpac Tool Group
EPAC
$2.13B
$1.96M ﹤0.01%
48,290
-2,217
PPBI
3189
DELISTED
Pacific Premier Bancorp
PPBI
$1.96M ﹤0.01%
92,825
-140,108
BFS
3190
Saul Centers
BFS
$723M
$1.96M ﹤0.01%
57,327
-6,397
DDL
3191
Dingdong
DDL
$375M
$1.96M ﹤0.01%
968,405
+386,795
APO.PRA icon
3192
Apollo Global Management Series A
APO.PRA
$2.01B
$1.95M ﹤0.01%
26,058
-76,825
SDIV icon
3193
Global X SuperDividend ETF
SDIV
$1.01B
$1.95M ﹤0.01%
86,471
+8,274
MMLP icon
3194
Martin Midstream Partners
MMLP
$102M
$1.94M ﹤0.01%
659,049
-338,294
WS icon
3195
Worthington Steel
WS
$1.63B
$1.94M ﹤0.01%
65,123
-19,911
PL icon
3196
Planet Labs
PL
$3.83B
$1.94M ﹤0.01%
317,820
-520,268
CAPR icon
3197
Capricor Therapeutics
CAPR
$268M
$1.94M ﹤0.01%
195,189
+177,764
IHF icon
3198
iShares US Healthcare Providers ETF
IHF
$804M
$1.94M ﹤0.01%
39,796
+1,887
PEBO icon
3199
Peoples Bancorp
PEBO
$1.05B
$1.93M ﹤0.01%
63,075
-24,091
PAYO icon
3200
Payoneer
PAYO
$2.05B
$1.91M ﹤0.01%
279,303
-736,535