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
HTZ icon
3251
Hertz
HTZ
$1.98B
$1.74M ﹤0.01%
254,205
-454,194
UA icon
3252
Under Armour Class C
UA
$1.94B
$1.73M ﹤0.01%
267,303
+41,375
QTRX icon
3253
Quanterix
QTRX
$244M
$1.73M ﹤0.01%
260,501
-27,580
ACRE
3254
Ares Commercial Real Estate
ACRE
$270M
$1.73M ﹤0.01%
362,229
-57,128
FENY icon
3255
Fidelity MSCI Energy Index ETF
FENY
$1.44B
$1.73M ﹤0.01%
73,598
+10,351
UUP icon
3256
Invesco DB US Dollar Index Bullish Fund
UUP
$163M
$1.72M ﹤0.01%
64,079
-9,448
ENLT icon
3257
Enlight Renewable Energy
ENLT
$5.22B
$1.72M ﹤0.01%
75,735
-31,377
PEJ icon
3258
Invesco Leisure and Entertainment ETF
PEJ
$339M
$1.71M ﹤0.01%
30,000
-230,000
CVAC icon
3259
CureVac
CVAC
$1.2B
$1.7M ﹤0.01%
+313,945
MGIC
3260
Magic Software Enterprises
MGIC
$1.19B
$1.7M ﹤0.01%
88,898
-21,036
BOKF icon
3261
BOK Financial
BOKF
$6.88B
$1.7M ﹤0.01%
17,393
-3,547
SB icon
3262
Safe Bulkers
SB
$486M
$1.7M ﹤0.01%
469,580
-28,633
AD
3263
Array Digital Infrastructure
AD
$4.07B
$1.69M ﹤0.01%
26,445
-60,474
FSK icon
3264
FS KKR Capital
FSK
$4.38B
$1.69M ﹤0.01%
81,318
-6,444
TGLS icon
3265
Tecnoglass
TGLS
$2.17B
$1.69M ﹤0.01%
21,811
-270
DFEV icon
3266
Dimensional Emerging Markets Value ETF
DFEV
$1.23B
$1.69M ﹤0.01%
56,216
-14,497
FLYW icon
3267
Flywire
FLYW
$1.69B
$1.68M ﹤0.01%
143,616
-472,761
SDGR icon
3268
Schrodinger
SDGR
$1.32B
$1.68M ﹤0.01%
83,490
-22,777
IAG icon
3269
IAMGOLD
IAG
$8.3B
$1.68M ﹤0.01%
228,257
+89,197
MBC icon
3270
MasterBrand
MBC
$1.34B
$1.68M ﹤0.01%
153,380
-7,990
BFC icon
3271
Bank First Corp
BFC
$1.23B
$1.66M ﹤0.01%
14,146
-18,733
DIVO icon
3272
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.34B
$1.66M ﹤0.01%
39,062
+6,132
BBW icon
3273
Build-A-Bear
BBW
$650M
$1.66M ﹤0.01%
32,172
-1,510
SEMR icon
3274
Semrush
SEMR
$1.13B
$1.66M ﹤0.01%
183,127
-58,147
EWA icon
3275
iShares MSCI Australia ETF
EWA
$1.51B
$1.66M ﹤0.01%
62,909
-235,627