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
FALN icon
3426
iShares Fallen Angels USD Bond ETF
FALN
$1.8B
$1.25M ﹤0.01%
45,912
+1,269
RWK icon
3427
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.04B
$1.24M ﹤0.01%
10,631
+1,327
ARR
3428
Armour Residential REIT
ARR
$1.88B
$1.24M ﹤0.01%
73,848
+12,919
JPSE icon
3429
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$537M
$1.24M ﹤0.01%
27,229
-1,226
IBDU icon
3430
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$1.24M ﹤0.01%
52,994
-170,773
GGB icon
3431
Gerdau
GGB
$7.17B
$1.24M ﹤0.01%
423,367
+241,651
RSPG icon
3432
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$428M
$1.23M ﹤0.01%
16,575
+7,324
IMXI icon
3433
International Money Express
IMXI
$449M
$1.23M ﹤0.01%
122,113
-37,693
CQQQ icon
3434
Invesco China Technology ETF
CQQQ
$1.84B
$1.23M ﹤0.01%
27,783
+424
TCBX icon
3435
Third Coast Bancshares
TCBX
$530M
$1.23M ﹤0.01%
37,537
-8,146
SNDR icon
3436
Schneider National
SNDR
$3.87B
$1.23M ﹤0.01%
50,777
-31,160
CENT icon
3437
Central Garden & Pet Co
CENT
$1.99B
$1.22M ﹤0.01%
34,793
-10,743
SLYV icon
3438
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.17B
$1.22M ﹤0.01%
15,253
+1,908
GSEW icon
3439
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.34B
$1.22M ﹤0.01%
14,911
+7,189
NWL icon
3440
Newell Brands
NWL
$1.41B
$1.22M ﹤0.01%
225,137
-359,400
FB
3441
ProShares S&P 500 Dynamic Buffer ETF
FB
$4.61M
$1.21M ﹤0.01%
+30,000
SAGE
3442
DELISTED
Sage Therapeutics
SAGE
$1.21M ﹤0.01%
132,912
+106,474
QB
3443
ProShares Nasdaq-100 Dynamic Buffer ETF
QB
$2.53M
$1.21M ﹤0.01%
+30,000
EBTC
3444
DELISTED
Enterprise Bancorp
EBTC
$1.21M ﹤0.01%
30,461
-12,378
VMD icon
3445
Viemed Healthcare
VMD
$249M
$1.21M ﹤0.01%
174,551
+5,099
VECO icon
3446
Veeco
VECO
$1.83B
$1.2M ﹤0.01%
59,284
-1,767
CMTG icon
3447
Claros Mortgage Trust
CMTG
$432M
$1.2M ﹤0.01%
422,390
-108,878
DFSD icon
3448
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.26B
$1.2M ﹤0.01%
25,024
-1,272
TLTD icon
3449
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$582M
$1.2M ﹤0.01%
14,373
+171
RXI icon
3450
iShares Global Consumer Discretionary ETF
RXI
$280M
$1.2M ﹤0.01%
6,360
-1,830