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
SKYQ
3376
Sky Quarry Inc
SKYQ
$9.09M
$1.39M ﹤0.01%
+2,249,882
EVLV icon
3377
Evolv Technologies
EVLV
$1.16B
$1.38M ﹤0.01%
221,915
+146,067
OABI icon
3378
OmniAb
OABI
$226M
$1.38M ﹤0.01%
793,734
+175,297
MSDL icon
3379
Morgan Stanley Direct Lending Fund
MSDL
$1.45B
$1.38M ﹤0.01%
73,723
-35,158
IMCV icon
3380
iShares Morningstar Mid-Cap Value ETF
IMCV
$852M
$1.38M ﹤0.01%
18,151
+8,884
QLD icon
3381
ProShares Ultra QQQ
QLD
$10.4B
$1.38M ﹤0.01%
11,714
+11,686
MEOH icon
3382
Methanex
MEOH
$2.99B
$1.38M ﹤0.01%
41,651
-40,079
SPYX icon
3383
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.46B
$1.37M ﹤0.01%
26,971
+3,282
SIZE icon
3384
iShares MSCI USA Size Factor ETF
SIZE
$369M
$1.37M ﹤0.01%
8,876
-72
DCO icon
3385
Ducommun
DCO
$1.44B
$1.37M ﹤0.01%
16,584
-16,392
SAVA icon
3386
Cassava Sciences
SAVA
$157M
$1.37M ﹤0.01%
757,061
-32,955
CRMT icon
3387
America's Car Mart
CRMT
$162M
$1.36M ﹤0.01%
24,344
-39,611
GABC icon
3388
German American Bancorp
GABC
$1.48B
$1.36M ﹤0.01%
35,422
-28,304
BHB icon
3389
Bar Harbor Bankshares
BHB
$496M
$1.36M ﹤0.01%
45,251
-10,849
AQN icon
3390
Algonquin Power & Utilities
AQN
$4.73B
$1.35M ﹤0.01%
236,305
-1,963
CIO
3391
City Office REIT
CIO
$280M
$1.35M ﹤0.01%
253,547
-52,521
SMMD icon
3392
iShares Russell 2500 ETF
SMMD
$1.73B
$1.35M ﹤0.01%
19,926
-23,494
GUNR icon
3393
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.37B
$1.35M ﹤0.01%
33,560
+16,280
EWX icon
3394
SPDR S&P Emerging Markets Small Cap ETF
EWX
$782M
$1.34M ﹤0.01%
21,682
-691
FCOM icon
3395
Fidelity MSCI Communication Services Index ETF
FCOM
$1.78B
$1.34M ﹤0.01%
20,710
+12,617
FIVA icon
3396
Fidelity International Value Factor ETF
FIVA
$281M
$1.34M ﹤0.01%
45,697
+12,289
CDNA icon
3397
CareDx
CDNA
$839M
$1.34M ﹤0.01%
68,602
+20,028
FFSM icon
3398
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$782M
$1.34M ﹤0.01%
49,247
+6,507
TERN icon
3399
Terns Pharmaceuticals
TERN
$1.78B
$1.34M ﹤0.01%
358,206
+64,011
MSBI icon
3400
Midland States Bancorp
MSBI
$347M
$1.34M ﹤0.01%
77,089
-41,288