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
ANGO icon
3701
AngioDynamics
ANGO
$522M
$718K ﹤0.01%
72,416
-253,681
WASH icon
3702
Washington Trust Bancorp
WASH
$533M
$718K ﹤0.01%
25,383
-14,715
CWB icon
3703
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.67B
$718K ﹤0.01%
8,682
-95,961
XMMO icon
3704
Invesco S&P MidCap Momentum ETF
XMMO
$6.02B
$717K ﹤0.01%
5,576
-5,488
NBN icon
3705
Northeast Bank
NBN
$732M
$717K ﹤0.01%
8,059
-13,744
SOC icon
3706
Sable Offshore Corp
SOC
$637M
$715K ﹤0.01%
32,546
+7,438
HIVE
3707
HIVE Digital Technologies
HIVE
$975M
$715K ﹤0.01%
397,316
+397,216
BITO icon
3708
ProShares Bitcoin Strategy ETF
BITO
$2.25B
$713K ﹤0.01%
33,170
+4,338
SLYG icon
3709
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
$713K ﹤0.01%
8,028
-12,290
SD icon
3710
SandRidge Energy
SD
$505M
$711K ﹤0.01%
65,718
-18,372
EXFY icon
3711
Expensify
EXFY
$130M
$710K ﹤0.01%
274,085
-28,093
SYRE icon
3712
Spyre Therapeutics
SYRE
$1.82B
$708K ﹤0.01%
47,279
+5,723
TG icon
3713
Tredegar Corp
TG
$292M
$700K ﹤0.01%
79,499
-25,273
SHEN icon
3714
Shenandoah Telecom
SHEN
$593M
$699K ﹤0.01%
51,184
-53,581
USSG icon
3715
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$621M
$698K ﹤0.01%
12,275
+6,041
TRST icon
3716
Trustco Bank Corp NY
TRST
$733M
$697K ﹤0.01%
20,843
-28,528
BLES icon
3717
Inspire Global Hope ETF
BLES
$125M
$696K ﹤0.01%
17,137
-1,829
KFRC icon
3718
Kforce
KFRC
$563M
$695K ﹤0.01%
16,906
-95,849
CHYM
3719
Chime Financial
CHYM
$7.56B
$693K ﹤0.01%
+20,092
SAIL
3720
SailPoint Inc
SAIL
$11.3B
$692K ﹤0.01%
+30,287
LMNR icon
3721
Limoneira
LMNR
$246M
$692K ﹤0.01%
44,238
+31,552
FLGT icon
3722
Fulgent Genetics
FLGT
$899M
$686K ﹤0.01%
34,490
-223,417
DFCA icon
3723
Dimensional California Municipal Bond ETF
DFCA
$512M
$685K ﹤0.01%
13,909
+12,179
VYGR icon
3724
Voyager Therapeutics
VYGR
$236M
$685K ﹤0.01%
220,291
-13,302
API
3725
Agora
API
$315M
$685K ﹤0.01%
179,730
+133,054