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
FXG icon
3651
First Trust Consumer Staples AlphaDEX Fund
FXG
$272M
$804K ﹤0.01%
12,710
-275
SBH icon
3652
Sally Beauty Holdings
SBH
$1.45B
$797K ﹤0.01%
86,084
-43,797
BAND icon
3653
Bandwidth Inc
BAND
$442M
$794K ﹤0.01%
49,934
-133,617
FLGR icon
3654
Franklin FTSE Germany ETF
FLGR
$51M
$793K ﹤0.01%
+23,653
SRTA
3655
Strata Critical Medical Inc
SRTA
$434M
$790K ﹤0.01%
196,000
-398,227
JPME icon
3656
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$392M
$790K ﹤0.01%
7,614
-10,361
ACDC icon
3657
ProFrac Holding
ACDC
$689M
$785K ﹤0.01%
101,191
+90,176
PEB.PRE icon
3658
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$84.7M
$785K ﹤0.01%
44,688
-22,258
ETNB
3659
DELISTED
89bio
ETNB
$781K ﹤0.01%
79,573
+4,477
PPTA
3660
Perpetua Resources
PPTA
$2.81B
$781K ﹤0.01%
64,343
+41,720
OS
3661
OneStream Inc
OS
$4.16B
$779K ﹤0.01%
27,514
-1,520
NPB
3662
Northpointe Bancshares
NPB
$574M
$776K ﹤0.01%
+56,610
FSMD icon
3663
Fidelity Small-Mid Multifactor ETF
FSMD
$1.71B
$772K ﹤0.01%
18,613
+9,128
USAS
3664
Americas Gold and Silver
USAS
$1.21B
$772K ﹤0.01%
382,114
+51,968
PRTA icon
3665
Prothena Corp
PRTA
$584M
$771K ﹤0.01%
126,951
-245,014
RRGB icon
3666
Red Robin
RRGB
$78.4M
$770K ﹤0.01%
133,041
+130,736
FTK icon
3667
Flotek Industries
FTK
$459M
$770K ﹤0.01%
52,160
-45,424
TBF icon
3668
ProShares Short 20+ Year Treasury ETF
TBF
$70.4M
$768K ﹤0.01%
31,770
+31,758
AMLP icon
3669
Alerian MLP ETF
AMLP
$10.2B
$767K ﹤0.01%
15,696
-140,608
FTC icon
3670
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.27B
$762K ﹤0.01%
5,047
GERN icon
3671
Geron
GERN
$792M
$762K ﹤0.01%
540,088
-711
FBRT
3672
Franklin BSP Realty Trust
FBRT
$818M
$761K ﹤0.01%
71,234
-2,206
FCPI icon
3673
Fidelity Stocks for Inflation ETF
FCPI
$248M
$759K ﹤0.01%
16,265
+12,594
BLDP
3674
Ballard Power Systems
BLDP
$1.03B
$757K ﹤0.01%
476,247
+408,641
PSTL
3675
Postal Realty Trust
PSTL
$407M
$756K ﹤0.01%
51,295
-43,854