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
PFM icon
3201
Invesco Dividend Achievers ETF
PFM
$754M
$1.91M ﹤0.01%
39,665
-1,103
MUX icon
3202
McEwen Inc
MUX
$963M
$1.91M ﹤0.01%
198,771
+95,488
IYZ icon
3203
iShares US Telecommunications ETF
IYZ
$639M
$1.9M ﹤0.01%
63,726
-17,187
BOXX icon
3204
Alpha Architect 1-3 Month Box ETF
BOXX
$8.13B
$1.9M ﹤0.01%
16,839
+11,921
CABO icon
3205
Cable One
CABO
$643M
$1.9M ﹤0.01%
13,971
+3,321
MDYG icon
3206
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.45B
$1.9M ﹤0.01%
21,823
-2,230
ARKF icon
3207
ARK Fintech Innovation ETF
ARKF
$1.39B
$1.89M ﹤0.01%
37,706
-2,348
SHYF
3208
DELISTED
The Shyft Group
SHYF
$1.89M ﹤0.01%
150,824
-10,296
SENEA icon
3209
Seneca Foods Class A
SENEA
$810M
$1.89M ﹤0.01%
18,643
-3,066
PLTK icon
3210
Playtika
PLTK
$1.59B
$1.89M ﹤0.01%
399,067
+222,913
JANT icon
3211
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
$57.5M
$1.89M ﹤0.01%
49,904
+49,788
ORRF icon
3212
Orrstown Financial Services
ORRF
$671M
$1.88M ﹤0.01%
58,931
-43,644
RDVT icon
3213
Red Violet
RDVT
$810M
$1.88M ﹤0.01%
38,120
+1,990
UPBD icon
3214
Upbound Group
UPBD
$1.01B
$1.87M ﹤0.01%
74,388
-200,433
WGS icon
3215
GeneDx Holdings
WGS
$3.94B
$1.86M ﹤0.01%
20,202
+6,432
MLNK
3216
DELISTED
MeridianLink
MLNK
$1.86M ﹤0.01%
114,773
+27,562
MLTX icon
3217
MoonLake Immunotherapeutics
MLTX
$905M
$1.86M ﹤0.01%
39,397
+38,556
VTEC icon
3218
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.3B
$1.86M ﹤0.01%
19,031
+1,426
CNXN icon
3219
PC Connection
CNXN
$1.49B
$1.86M ﹤0.01%
28,213
-139,003
RIG icon
3220
Transocean
RIG
$4.55B
$1.85M ﹤0.01%
715,279
-1,034,562
IMKTA icon
3221
Ingles Markets
IMKTA
$1.39B
$1.85M ﹤0.01%
29,160
-35,675
CTLP icon
3222
Cantaloupe
CTLP
$780M
$1.84M ﹤0.01%
167,611
+68,470
RXT icon
3223
Rackspace Technology
RXT
$290M
$1.84M ﹤0.01%
1,437,879
+292,249
PONY
3224
Pony AI Inc
PONY
$6B
$1.84M ﹤0.01%
+139,362
FTLS icon
3225
First Trust Long/Short Equity ETF
FTLS
$2.07B
$1.83M ﹤0.01%
27,654
-755,083