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
PVAL icon
3476
Putnam Focused Large Cap Value ETF
PVAL
$4.69B
$1.12M ﹤0.01%
27,867
+15,435
KEN icon
3477
Kenon Holdings
KEN
$2.94B
$1.11M ﹤0.01%
26,778
-27,353
TALK icon
3478
Talkspace
TALK
$562M
$1.11M ﹤0.01%
400,053
-186,965
PDFS icon
3479
PDF Solutions
PDFS
$1.03B
$1.11M ﹤0.01%
51,986
-28,032
RBCAA icon
3480
Republic Bancorp
RBCAA
$1.3B
$1.11M ﹤0.01%
15,199
-6,664
HYAC icon
3481
Haymaker Acquisition Corp 4
HYAC
$331M
$1.11M ﹤0.01%
+100,000
FDEM icon
3482
Fidelity Emerging Markets Multifactor ETF
FDEM
$250M
$1.11M ﹤0.01%
39,641
-2,069
HOUS icon
3483
Anywhere Real Estate
HOUS
$1.42B
$1.11M ﹤0.01%
306,302
-316,222
EVCM icon
3484
EverCommerce
EVCM
$1.52B
$1.11M ﹤0.01%
112,574
+11,996
PGEN icon
3485
Precigen
PGEN
$1.42B
$1.11M ﹤0.01%
779,280
-34,030
BOOM icon
3486
DMC Global
BOOM
$130M
$1.11M ﹤0.01%
137,203
+108,736
KPTI icon
3487
Karyopharm Therapeutics
KPTI
$95.3M
$1.11M ﹤0.01%
256,443
+85,653
LBTYA icon
3488
Liberty Global Class A
LBTYA
$3.67B
$1.1M ﹤0.01%
110,293
-25,484
BB icon
3489
BlackBerry
BB
$2.65B
$1.1M ﹤0.01%
241,018
+55,709
ORGO icon
3490
Organogenesis Holdings
ORGO
$822M
$1.1M ﹤0.01%
299,666
-4,646
CERT icon
3491
Certara
CERT
$1.32B
$1.09M ﹤0.01%
93,057
+21,099
ANSC
3492
Agriculture & Natural Solutions Acquisition Corp
ANSC
$478M
$1.08M ﹤0.01%
+99,768
TACOU
3493
Berto Acquisition Corp Unit
TACOU
$260M
$1.08M ﹤0.01%
+100,000
FMS icon
3494
Fresenius Medical Care
FMS
$13.9B
$1.07M ﹤0.01%
37,610
+23,163
TFIN icon
3495
Triumph Financial Inc
TFIN
$1.29B
$1.07M ﹤0.01%
19,497
-1,415
LOVE icon
3496
LoveSac
LOVE
$198M
$1.07M ﹤0.01%
58,885
+52,010
IMTX icon
3497
Immatics
IMTX
$1.3B
$1.07M ﹤0.01%
198,769
+47,590
VSGX icon
3498
Vanguard ESG International Stock ETF
VSGX
$5.32B
$1.07M ﹤0.01%
16,264
+3,450
NG icon
3499
NovaGold Resources
NG
$3.55B
$1.06M ﹤0.01%
260,150
-191,008
NBR icon
3500
Nabors Industries
NBR
$705M
$1.06M ﹤0.01%
37,905
-33,916