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
EWP icon
3326
iShares MSCI Spain ETF
EWP
$1.5B
$1.52M ﹤0.01%
34,522
-15,685
IGE icon
3327
iShares North American Natural Resources ETF
IGE
$626M
$1.52M ﹤0.01%
34,349
-679
AVD icon
3328
American Vanguard Corp
AVD
$143M
$1.51M ﹤0.01%
386,394
-70,201
EXI icon
3329
iShares Global Industrials ETF
EXI
$1.06B
$1.51M ﹤0.01%
9,136
-117
IBND icon
3330
SPDR Bloomberg International Corporate Bond ETF
IBND
$459M
$1.51M ﹤0.01%
46,327
-3,167
BLUWU
3331
Blue Water Acquisition Corp III Unit
BLUWU
$1.5M ﹤0.01%
+150,000
ECPG icon
3332
Encore Capital Group
ECPG
$1.08B
$1.5M ﹤0.01%
38,744
+14,060
RWJ icon
3333
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
$1.5M ﹤0.01%
34,605
-1,192
VTGN icon
3334
VistaGen Therapeutics
VTGN
$125M
$1.5M ﹤0.01%
748,862
-2,014
CRI icon
3335
Carter's
CRI
$1.21B
$1.5M ﹤0.01%
49,701
-2,831,156
AMTB icon
3336
Amerant Bancorp
AMTB
$743M
$1.5M ﹤0.01%
82,107
-16,742
PYLD icon
3337
PIMCO Multi Sector Bond Active ETF
PYLD
$7.92B
$1.49M ﹤0.01%
56,265
+22,411
IRMD icon
3338
iRadimed
IRMD
$1.1B
$1.49M ﹤0.01%
24,953
-8,029
IWMW icon
3339
iShares Russell 2000 BuyWrite ETF
IWMW
$28.3M
$1.49M ﹤0.01%
37,643
HLF icon
3340
Herbalife
HLF
$964M
$1.49M ﹤0.01%
172,276
-6,459
ETD icon
3341
Ethan Allen Interiors
ETD
$581M
$1.48M ﹤0.01%
53,236
-55,584
HEGD icon
3342
Swan Hedged Equity US Large Cap ETF
HEGD
$508M
$1.48M ﹤0.01%
+62,898
FNDB icon
3343
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.05B
$1.48M ﹤0.01%
61,525
+6,180
QHY
3344
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$204M
$1.47M ﹤0.01%
31,940
-11,733
E icon
3345
ENI
E
$56.6B
$1.47M ﹤0.01%
45,348
+17,133
PREF icon
3346
Principal Spectrum Preferred Securities Active ETF
PREF
$1.3B
$1.47M ﹤0.01%
77,295
+74,827
CTKB icon
3347
Cytek Biosciences
CTKB
$615M
$1.46M ﹤0.01%
430,108
-241,205
DQ
3348
Daqo New Energy
DQ
$2.16B
$1.46M ﹤0.01%
+96,268
KKR.PRD
3349
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.63B
$1.45M ﹤0.01%
27,005
-86,051
ATIIU
3350
Archimedes Tech SPAC Partners II Co Unit
ATIIU
$1.45M ﹤0.01%
138,380
-405,215