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
FDHY icon
3226
Fidelity High Yield Factor ETF
FDHY
$423M
$1.83M ﹤0.01%
37,511
-276
MEI icon
3227
Methode Electronics
MEI
$243M
$1.82M ﹤0.01%
191,757
+17,418
DMAR icon
3228
FT Vest US Equity Deep Buffer ETF March
DMAR
$365M
$1.82M ﹤0.01%
45,901
+45,360
INVZ icon
3229
Innoviz Technologies
INVZ
$319M
$1.81M ﹤0.01%
1,101,051
+1,101,019
ALNT icon
3230
Allient
ALNT
$901M
$1.8M ﹤0.01%
49,672
+12,949
TWO
3231
Two Harbors Investment
TWO
$1.01B
$1.8M ﹤0.01%
167,441
-93,551
NOMD icon
3232
Nomad Foods
NOMD
$1.78B
$1.8M ﹤0.01%
105,871
+85,793
CYRX icon
3233
CryoPort
CYRX
$442M
$1.79M ﹤0.01%
240,032
-15,644
NBBK icon
3234
NB Bancorp
NBBK
$735M
$1.79M ﹤0.01%
100,066
-112,339
NYAX
3235
Nayax
NYAX
$1.52B
$1.78M ﹤0.01%
35,440
-22,342
FIVN icon
3236
FIVE9
FIVN
$1.64B
$1.78M ﹤0.01%
67,198
+24,116
OPRT icon
3237
Oportun Financial
OPRT
$214M
$1.78M ﹤0.01%
248,324
+76,695
LCID icon
3238
Lucid Motors
LCID
$5.38B
$1.78M ﹤0.01%
84,189
+14,398
XPRO icon
3239
Expro
XPRO
$1.56B
$1.78M ﹤0.01%
206,750
-2,496
QUS icon
3240
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.55B
$1.77M ﹤0.01%
10,853
-410
PNQI icon
3241
Invesco NASDAQ Internet ETF
PNQI
$800M
$1.77M ﹤0.01%
33,901
-277
CLOV icon
3242
Clover Health Investments
CLOV
$1.3B
$1.77M ﹤0.01%
633,700
+186,047
MDYV icon
3243
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.44B
$1.76M ﹤0.01%
22,208
+6,571
RERE
3244
ATRenew
RERE
$933M
$1.76M ﹤0.01%
531,349
+327,715
BYLD icon
3245
iShares Yield Optimized Bond ETF
BYLD
$273M
$1.75M ﹤0.01%
77,438
+14,948
BBUC
3246
Brookfield Business Corp
BBUC
$2.28B
$1.75M ﹤0.01%
56,087
-4,598
GJAN icon
3247
FT Vest US Equity Moderate Buffer ETF January
GJAN
$368M
$1.75M ﹤0.01%
43,691
+41,678
ERAS icon
3248
Erasca
ERAS
$752M
$1.74M ﹤0.01%
1,372,569
-42,675
GRC icon
3249
Gorman-Rupp
GRC
$1.18B
$1.74M ﹤0.01%
47,468
-19,089
HUN icon
3250
Huntsman Corp
HUN
$1.47B
$1.74M ﹤0.01%
167,208
-23,469