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
NN icon
3576
NextNav
NN
$1.7B
$939K ﹤0.01%
61,772
+15,565
XCEM icon
3577
Columbia EM Core ex-China ETF
XCEM
$1.32B
$935K ﹤0.01%
27,362
-224,225
IEO icon
3578
iShares US Oil & Gas Exploration & Production ETF
IEO
$470M
$935K ﹤0.01%
10,551
-5,155
BBU
3579
Brookfield Business Partners
BBU
$2.84B
$934K ﹤0.01%
36,027
+31,135
CARE icon
3580
Carter Bankshares
CARE
$388M
$934K ﹤0.01%
53,852
-26,695
DJUN icon
3581
FT Vest US Equity Deep Buffer ETF June
DJUN
$283M
$933K ﹤0.01%
20,722
+13,042
CNDT icon
3582
Conduent
CNDT
$292M
$929K ﹤0.01%
352,033
-1,667,703
XHYI icon
3583
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$43M
$928K ﹤0.01%
24,198
-3,599
TEF icon
3584
Telefonica
TEF
$23.3B
$926K ﹤0.01%
177,023
+76,827
OMI icon
3585
Owens & Minor
OMI
$227M
$923K ﹤0.01%
101,377
-161,343
LGIH icon
3586
LGI Homes
LGIH
$1.13B
$918K ﹤0.01%
17,812
-34,345
PKE icon
3587
Park Aerospace
PKE
$388M
$917K ﹤0.01%
62,065
-34,480
MYCG
3588
SPDR SSGA My2027 Corporate Bond ETF
MYCG
$21.3M
$916K ﹤0.01%
+36,628
VIV icon
3589
Telefônica Brasil
VIV
$21.2B
$911K ﹤0.01%
79,937
+18,975
CHMG icon
3590
Chemung Financial Corp
CHMG
$251M
$911K ﹤0.01%
18,786
-3,593
INDI icon
3591
indie Semiconductor
INDI
$865M
$909K ﹤0.01%
255,322
+13,495
FRPH icon
3592
FRP Holdings
FRPH
$456M
$907K ﹤0.01%
33,732
-7,245
HYFI icon
3593
AB High Yield ETF
HYFI
$271M
$907K ﹤0.01%
+24,194
JMIA
3594
Jumia Technologies
JMIA
$1.24B
$903K ﹤0.01%
224,714
+224,328
NECB icon
3595
Northeast Community Bancorp
NECB
$272M
$902K ﹤0.01%
38,805
-8,122
MBAV
3596
M3-Brigade Acquisition V Corp
MBAV
$379M
$900K ﹤0.01%
+79,674
DWM icon
3597
WisdomTree International Equity Fund
DWM
$614M
$899K ﹤0.01%
14,142
-871
FNDC icon
3598
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
$895K ﹤0.01%
21,291
-8,084
LYTS icon
3599
LSI Industries
LYTS
$594M
$894K ﹤0.01%
52,554
-49,017
MSB
3600
Mesabi Trust
MSB
$458M
$892K ﹤0.01%
37,220
+162