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
CEPT
3276
Cantor Equity Partners II
CEPT
$344M
$1.65M ﹤0.01%
+149,768
CRGY icon
3277
Crescent Energy
CRGY
$2.32B
$1.65M ﹤0.01%
192,024
-49,914
PHR icon
3278
Phreesia
PHR
$1.39B
$1.65M ﹤0.01%
58,018
-8,107
PERI icon
3279
Perion Network
PERI
$472M
$1.65M ﹤0.01%
162,617
+101,446
ENVX icon
3280
Enovix
ENVX
$1.8B
$1.65M ﹤0.01%
182,088
+7,757
LPRO icon
3281
Open Lending Corp
LPRO
$196M
$1.65M ﹤0.01%
848,424
+797,852
DFVE icon
3282
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$17M
$1.64M ﹤0.01%
55,223
NUMG icon
3283
Nuveen ESG Mid-Cap Growth ETF
NUMG
$404M
$1.64M ﹤0.01%
33,939
-7,428
DEHP icon
3284
Dimensional Emerging Markets High Profitability ETF
DEHP
$307M
$1.64M ﹤0.01%
58,521
-10,448
ZIMV
3285
DELISTED
ZimVie
ZIMV
$1.63M ﹤0.01%
174,189
-2,717
ZD icon
3286
Ziff Davis
ZD
$1.27B
$1.63M ﹤0.01%
53,796
-30,315
MPB icon
3287
Mid Penn Bancorp
MPB
$678M
$1.63M ﹤0.01%
57,743
-9,492
GDRX icon
3288
GoodRx Holdings
GDRX
$1.04B
$1.63M ﹤0.01%
326,898
+322,115
GSBD icon
3289
Goldman Sachs BDC
GSBD
$1.12B
$1.63M ﹤0.01%
144,680
-246,594
TQQQ icon
3290
ProShares UltraPro QQQ
TQQQ
$30.1B
$1.62M ﹤0.01%
19,570
+2,002
BBT
3291
Beacon Financial Corp
BBT
$2.17B
$1.62M ﹤0.01%
64,722
-55,665
LQDT icon
3292
Liquidity Services
LQDT
$746M
$1.62M ﹤0.01%
68,691
-57,499
PCAPU
3293
ProCap Acquisition Corp Unit
PCAPU
$215M
$1.62M ﹤0.01%
+151,123
PIZ icon
3294
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$467M
$1.62M ﹤0.01%
35,172
+35,025
BVS icon
3295
Bioventus
BVS
$512M
$1.61M ﹤0.01%
243,710
-39,433
SATX
3296
DELISTED
SatixFy Communications
SATX
$1.61M ﹤0.01%
550,520
+550,414
ASPI icon
3297
ASP Isotopes
ASPI
$981M
$1.61M ﹤0.01%
219,105
-9,601
FTA icon
3298
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.17B
$1.61M ﹤0.01%
20,478
-603
ASIX icon
3299
AdvanSix
ASIX
$434M
$1.61M ﹤0.01%
67,749
+448
MLR icon
3300
Miller Industries
MLR
$438M
$1.6M ﹤0.01%
36,062
-13,451