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
LINC icon
3626
Lincoln Educational Services
LINC
$669M
$851K ﹤0.01%
36,939
-46,715
RUSHB icon
3627
Rush Enterprises Class B
RUSHB
$3.97B
$851K ﹤0.01%
16,220
-9,205
CLBR
3628
DELISTED
Colombier Acquisition Corp II
CLBR
$850K ﹤0.01%
55,000
-745,000
ISSC icon
3629
Innovative Solutions & Support
ISSC
$157M
$848K ﹤0.01%
+61,129
KRNY icon
3630
Kearny Financial
KRNY
$403M
$848K ﹤0.01%
131,233
-134,414
ODC icon
3631
Oil-Dri
ODC
$838M
$846K ﹤0.01%
14,338
+4,386
HBT icon
3632
HBT Financial
HBT
$748M
$844K ﹤0.01%
33,462
-10,264
HFWA icon
3633
Heritage Financial
HFWA
$760M
$841K ﹤0.01%
35,262
-105,718
EFAX icon
3634
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$416M
$835K ﹤0.01%
17,640
+447
RVLV icon
3635
Revolve Group
RVLV
$1.56B
$832K ﹤0.01%
41,501
+4,781
OPK icon
3636
Opko Health
OPK
$1.01B
$832K ﹤0.01%
630,355
-1,870,977
FSEC icon
3637
Fidelity Investment Grade Securitized ETF
FSEC
$4.19B
$830K ﹤0.01%
19,049
+17,024
WTMF icon
3638
WisdomTree Managed Futures Strategy Fund
WTMF
$174M
$828K ﹤0.01%
23,462
-3,170
AVAH icon
3639
Aveanna Healthcare
AVAH
$1.84B
$828K ﹤0.01%
158,265
+62,348
LAW icon
3640
CS Disco
LAW
$446M
$821K ﹤0.01%
187,970
-31,208
PSK icon
3641
State Street SPDR ICE Preferred Securities ETF
PSK
$809M
$815K ﹤0.01%
25,649
-27,979
HVT icon
3642
Haverty Furniture Companies
HVT
$372M
$814K ﹤0.01%
40,017
+173
RAIL icon
3643
FreightCar America
RAIL
$165M
$813K ﹤0.01%
+94,372
IE icon
3644
Ivanhoe Electric
IE
$1.94B
$813K ﹤0.01%
89,686
+17,896
CGUS icon
3645
Capital Group Core Equity ETF
CGUS
$7.53B
$813K ﹤0.01%
22,025
-6,607
TCMD icon
3646
Tactile Systems Technology
TCMD
$549M
$812K ﹤0.01%
80,032
+57,020
AGZ icon
3647
iShares Agency Bond ETF
AGZ
$606M
$811K ﹤0.01%
7,393
-315
EIDO icon
3648
iShares MSCI Indonesia ETF
EIDO
$320M
$811K ﹤0.01%
45,997
+16,177
VNDA icon
3649
Vanda Pharmaceuticals
VNDA
$261M
$810K ﹤0.01%
171,655
-178,946
BTM icon
3650
Bitcoin Depot
BTM
$175M
$809K ﹤0.01%
159,612
+159,585