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
BBDC icon
3501
Barings BDC
BBDC
$941M
$1.06M ﹤0.01%
116,149
-35,244
OUSM icon
3502
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$988M
$1.06M ﹤0.01%
24,565
-7,419
FERAU
3503
Fifth Era Acquisition Corp I Units
FERAU
$1.06M ﹤0.01%
101,700
-55,500
ALLO icon
3504
Allogene Therapeutics
ALLO
$276M
$1.06M ﹤0.01%
934,023
-4,202,774
BEAGU
3505
Bold Eagle Acquisition Corp Units
BEAGU
$1.05M ﹤0.01%
98,906
-150,000
BV icon
3506
BrightView Holdings
BV
$1.18B
$1.05M ﹤0.01%
63,218
-130,974
LDEM icon
3507
iShares ESG MSCI EM Leaders ETF
LDEM
$32.8M
$1.05M ﹤0.01%
19,461
-681
HNDL icon
3508
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$684M
$1.05M ﹤0.01%
48,439
+3,434
NIU
3509
Niu Technologies
NIU
$317M
$1.05M ﹤0.01%
311,493
-233,904
SWBI icon
3510
Smith & Wesson
SWBI
$384M
$1.05M ﹤0.01%
120,573
-29,233
QUBT icon
3511
Quantum Computing Inc
QUBT
$2.49B
$1.05M ﹤0.01%
54,551
+54,129
INOD icon
3512
Innodata
INOD
$1.97B
$1.04M ﹤0.01%
20,375
+2,816
ALB.PRA icon
3513
Albemarle Corp Depositary Shares
ALB.PRA
$2.25B
$1.04M ﹤0.01%
32,453
-64,353
BCML icon
3514
BayCom
BCML
$305M
$1.04M ﹤0.01%
37,434
-14,361
SMWB icon
3515
Similarweb
SMWB
$664M
$1.04M ﹤0.01%
132,218
-79,400
ARTNA icon
3516
Artesian Resources
ARTNA
$334M
$1.04M ﹤0.01%
30,887
-1,398
NUTX
3517
Nutex Health
NUTX
$676M
$1.03M ﹤0.01%
8,306
+8,286
ITIC icon
3518
Investors Title Co
ITIC
$532M
$1.03M ﹤0.01%
4,881
-944
WDS icon
3519
Woodside Energy
WDS
$33.2B
$1.03M ﹤0.01%
66,840
+33,956
CCCXU
3520
Churchill Capital Corp X Unit
CCCXU
$636M
$1.03M ﹤0.01%
+100,000
EVER icon
3521
EverQuote
EVER
$924M
$1.03M ﹤0.01%
42,432
-3,082
GTEN
3522
Gores Holdings X
GTEN
$467M
$1.02M ﹤0.01%
+100,000
TUYA
3523
Tuya Inc
TUYA
$1.29B
$1.02M ﹤0.01%
443,298
+340,979
GSHRU
3524
Gesher Acquisition Corp II Units
GSHRU
$1.02M ﹤0.01%
100,000
+56,583
VBIL
3525
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$2.65B
$1.02M ﹤0.01%
+13,502