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
ENTA icon
3551
Enanta Pharmaceuticals
ENTA
$344M
$986K ﹤0.01%
130,433
-3,769
TYRA icon
3552
Tyra Biosciences
TYRA
$826M
$985K ﹤0.01%
102,917
+17,427
FLDB icon
3553
Fidelity Low Duration Bond ETF
FLDB
$384M
$982K ﹤0.01%
19,472
+18,602
MMI icon
3554
Marcus & Millichap
MMI
$1.18B
$982K ﹤0.01%
31,969
-46,885
VTYX icon
3555
Ventyx Biosciences
VTYX
$679M
$980K ﹤0.01%
457,919
-586,222
ARDX icon
3556
Ardelyx
ARDX
$1.47B
$976K ﹤0.01%
248,927
-2,712
USMF icon
3557
WisdomTree US Multifactor Fund
USMF
$392M
$975K ﹤0.01%
19,018
+1,454
HDUS icon
3558
Hartford Disciplined US Equity ETF
HDUS
$151M
$973K ﹤0.01%
16,350
+2,957
BELFB
3559
Bel Fuse Inc Class B
BELFB
$1.95B
$971K ﹤0.01%
9,939
+116
IYY icon
3560
iShares Dow Jones US ETF
IYY
$2.73B
$965K ﹤0.01%
6,393
+745
JAKK icon
3561
Jakks Pacific
JAKK
$191M
$964K ﹤0.01%
46,368
+6,538
LMB icon
3562
Limbach Holdings
LMB
$914M
$963K ﹤0.01%
6,876
+1,693
KRT icon
3563
Karat Packaging
KRT
$441M
$963K ﹤0.01%
34,203
+30,855
FDEV icon
3564
Fidelity International Multifactor ETF
FDEV
$197M
$960K ﹤0.01%
29,455
+23,251
AIOT
3565
PowerFleet Inc
AIOT
$679M
$960K ﹤0.01%
222,653
+9,560
NKTX icon
3566
Nkarta
NKTX
$139M
$960K ﹤0.01%
578,012
-854,546
HOV icon
3567
Hovnanian Enterprises
HOV
$735M
$955K ﹤0.01%
9,139
-7,367
ISCB icon
3568
iShares Morningstar Small-Cap ETF
ISCB
$253M
$955K ﹤0.01%
16,393
-3,530
SYM icon
3569
Symbotic
SYM
$7.03B
$955K ﹤0.01%
24,584
-428
TRS icon
3570
TriMas Corp
TRS
$1.29B
$952K ﹤0.01%
33,276
-7,761
VRIG icon
3571
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
$950K ﹤0.01%
37,912
+14,805
PXH icon
3572
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.7B
$948K ﹤0.01%
40,516
+2,647
MTUS icon
3573
Metallus
MTUS
$669M
$944K ﹤0.01%
61,242
-23,333
UNG icon
3574
United States Natural Gas Fund
UNG
$664M
$940K ﹤0.01%
+61,503
CLMT icon
3575
Calumet Specialty Products
CLMT
$1.64B
$939K ﹤0.01%
59,623
+31,141