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
NUBD icon
3676
Nuveen ESG US Aggregate Bond ETF
NUBD
$423M
$755K ﹤0.01%
33,924
+68
JHMB icon
3677
John Hancock Mortgage-Backed Securities ETF
JHMB
$161M
$753K ﹤0.01%
34,420
+29,564
FBLA
3678
FB Bancorp
FBLA
$243M
$750K ﹤0.01%
66,668
+37,367
MED icon
3679
Medifast
MED
$128M
$749K ﹤0.01%
53,341
+1,316
GLRE icon
3680
Greenlight Captial
GLRE
$444M
$748K ﹤0.01%
52,064
-26,309
FLRG icon
3681
Fidelity US Multifactor ETF
FLRG
$274M
$743K ﹤0.01%
20,672
+15,738
FCBC icon
3682
First Community Bankshares
FCBC
$609M
$742K ﹤0.01%
18,952
-14,497
MFIC icon
3683
MidCap Financial Investment
MFIC
$1.12B
$742K ﹤0.01%
58,763
-58,313
DIV icon
3684
Global X SuperDividend US ETF
DIV
$639M
$741K ﹤0.01%
42,154
-1,484
DH icon
3685
Definitive Healthcare
DH
$281M
$740K ﹤0.01%
189,856
-186,749
YMAB
3686
DELISTED
Y-mAbs Therapeutics
YMAB
$740K ﹤0.01%
164,055
-83,387
SDHI
3687
Siddhi Acquisition Corp
SDHI
$358M
$737K ﹤0.01%
+72,991
NXDR
3688
Nextdoor Holdings
NXDR
$671M
$737K ﹤0.01%
443,744
-59,586
TRNS icon
3689
Transcat
TRNS
$519M
$735K ﹤0.01%
8,555
+4,012
LILA icon
3690
Liberty Latin America Class A
LILA
$1.63B
$733K ﹤0.01%
119,214
-1,825
EC icon
3691
Ecopetrol
EC
$20.9B
$732K ﹤0.01%
82,728
-805,098
AINP
3692
Allspring Income Plus ETF
AINP
$206M
$732K ﹤0.01%
+29,135
CGEM icon
3693
Cullinan Oncology
CGEM
$493M
$731K ﹤0.01%
97,069
+53,522
OUST icon
3694
Ouster
OUST
$1.46B
$731K ﹤0.01%
30,135
-6,600
NX icon
3695
Quanex
NX
$605M
$730K ﹤0.01%
38,599
-18,335
NVNO icon
3696
enVVeno Medical
NVNO
$13.9M
$727K ﹤0.01%
182,300
-11,913
FDG icon
3697
American Century Focused Dynamic Growth ETF
FDG
$364M
$726K ﹤0.01%
6,645
+5,000
SMHI icon
3698
SEACOR Marine Holdings
SMHI
$200M
$721K ﹤0.01%
141,435
-26,348
PHLT
3699
DELISTED
Performant Healthcare Inc
PHLT
$721K ﹤0.01%
180,313
-2,913
PRIV
3700
SPDR SSGA IG Public & Private Credit ETF
PRIV
$139M
$719K ﹤0.01%
28,536
-258,658