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
ZG icon
3351
Zillow
ZG
$16.9B
$1.44M ﹤0.01%
21,093
+1,150
CLBK icon
3352
Columbia Financial
CLBK
$1.59B
$1.44M ﹤0.01%
99,534
+24,390
AQST icon
3353
Aquestive Therapeutics
AQST
$681M
$1.44M ﹤0.01%
435,972
+137,956
TIPX icon
3354
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.72B
$1.43M ﹤0.01%
74,798
+162
CGCTU
3355
Cartesian Growth Corp III Unit
CGCTU
$1.42M ﹤0.01%
+140,501
RDUS
3356
DELISTED
Radius Recycling
RDUS
$1.42M ﹤0.01%
47,916
-58,526
CDLR icon
3357
Cadeler
CDLR
$1.66B
$1.42M ﹤0.01%
71,562
-101
PSLV icon
3358
Sprott Physical Silver Trust
PSLV
$10.3B
$1.42M ﹤0.01%
115,928
-7,054
MUST icon
3359
Columbia Multi-Sector Municipal Income ETF
MUST
$486M
$1.42M ﹤0.01%
70,484
+22,929
TXG icon
3360
10x Genomics
TXG
$2.11B
$1.42M ﹤0.01%
122,370
-80,520
ELMD icon
3361
Electromed
ELMD
$213M
$1.42M ﹤0.01%
64,371
+34,799
CRNC icon
3362
Cerence
CRNC
$395M
$1.41M ﹤0.01%
137,908
+96,832
STBA icon
3363
S&T Bancorp
STBA
$1.49B
$1.41M ﹤0.01%
37,220
-19,662
CGON icon
3364
CG Oncology
CGON
$3B
$1.41M ﹤0.01%
54,094
-68,088
DMRC icon
3365
Digimarc
DMRC
$180M
$1.41M ﹤0.01%
106,375
+16,106
ILTB icon
3366
iShares Core 10+ Year USD Bond ETF
ILTB
$585M
$1.4M ﹤0.01%
28,425
-11,220
HFSI
3367
Hartford Strategic Income ETF
HFSI
$199M
$1.4M ﹤0.01%
+40,122
GOGL
3368
DELISTED
Golden Ocean Group
GOGL
$1.4M ﹤0.01%
191,016
+123,903
CLW icon
3369
Clearwater Paper
CLW
$296M
$1.4M ﹤0.01%
51,264
-419
FORR icon
3370
Forrester Research
FORR
$151M
$1.39M ﹤0.01%
140,888
-25,884
SONO icon
3371
Sonos
SONO
$2.07B
$1.39M ﹤0.01%
129,008
-3,021,301
LXU icon
3372
LSB Industries
LXU
$714M
$1.39M ﹤0.01%
178,493
+32,516
FLCO icon
3373
Franklin Investment Grade Corporate ETF
FLCO
$610M
$1.39M ﹤0.01%
64,390
+10,514
XMTR icon
3374
Xometry
XMTR
$3.36B
$1.39M ﹤0.01%
41,117
-1,130
REET icon
3375
iShares Global REIT ETF
REET
$3.87B
$1.39M ﹤0.01%
56,246
-3,326