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
JELD icon
3526
JELD-WEN Holding
JELD
$188M
$1.02M ﹤0.01%
259,808
+68,641
EWTX icon
3527
Edgewise Therapeutics
EWTX
$2.24B
$1.02M ﹤0.01%
77,616
-13,752
WSBF icon
3528
Waterstone Financial
WSBF
$287M
$1.02M ﹤0.01%
73,669
-6,904
TVAIU
3529
Thayer Ventures Acquisition Corporation II Unit
TVAIU
$1.02M ﹤0.01%
+100,000
NHIC
3530
NewHold Investment Corp III
NHIC
$286M
$1.01M ﹤0.01%
+99,763
SOBO
3531
South Bow Corp
SOBO
$5.55B
$1.01M ﹤0.01%
39,133
-245,387
OYSEU
3532
Oyster Enterprises II Acquisition Corp Units
OYSEU
$1.01M ﹤0.01%
+100,000
HBNC icon
3533
Horizon Bancorp
HBNC
$823M
$1.01M ﹤0.01%
65,749
-37,532
GIC icon
3534
Global Industrial
GIC
$1.04B
$1.01M ﹤0.01%
37,369
-53,125
SCVL icon
3535
Shoe Carnival
SCVL
$464M
$1.01M ﹤0.01%
53,900
-270,881
ALGT icon
3536
Allegiant Air
ALGT
$1.26B
$1.01M ﹤0.01%
18,335
-1,558
RB
3537
ProShares Russell 2000 Dynamic Buffer ETF
RB
$3.2M
$1.01M ﹤0.01%
+25,000
PNTG icon
3538
Pennant Group
PNTG
$873M
$1M ﹤0.01%
33,660
-73,352
CMPR icon
3539
Cimpress
CMPR
$1.61B
$1M ﹤0.01%
21,365
-1,536
LWACU
3540
LightWave Acquisition Corp Units
LWACU
$1M ﹤0.01%
+99,907
BACCU
3541
Blue Acquisition Corp Unit
BACCU
$187M
$1M ﹤0.01%
+100,000
ABEV icon
3542
Ambev
ABEV
$39.4B
$1M ﹤0.01%
416,388
-256,455
PACHU
3543
Pioneer Acquisition I Corp Units
PACHU
$228M
$1M ﹤0.01%
+100,000
VXX icon
3544
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$238M
$998K ﹤0.01%
20,773
+14,023
FIGB icon
3545
Fidelity Investment Grade Bond ETF
FIGB
$249M
$998K ﹤0.01%
23,097
+17,781
AVDL
3546
Avadel Pharmaceuticals
AVDL
$1.87B
$990K ﹤0.01%
111,889
-4,085
TITN icon
3547
Titan Machinery
TITN
$388M
$988K ﹤0.01%
49,889
+38,296
PROK icon
3548
ProKidney
PROK
$364M
$988K ﹤0.01%
1,668,642
+1,615,243
ATLC icon
3549
Atlanticus Holdings
ATLC
$793M
$988K ﹤0.01%
18,039
+12,751
BLZE icon
3550
Backblaze
BLZE
$314M
$987K ﹤0.01%
179,492
-46,025