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
CIG icon
3726
CEMIG Preferred Shares
CIG
$6.49B
$684K ﹤0.01%
348,762
+14,430
DBD icon
3727
Diebold Nixdorf
DBD
$2.34B
$682K ﹤0.01%
12,311
-45,232
DJCO icon
3728
Daily Journal
DJCO
$535M
$679K ﹤0.01%
1,607
+778
DGRS icon
3729
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$359M
$674K ﹤0.01%
14,487
+293
PFFD icon
3730
Global X US Preferred ETF
PFFD
$2.31B
$674K ﹤0.01%
35,807
-3,296
FSBC icon
3731
Five Star Bancorp
FSBC
$751M
$673K ﹤0.01%
23,581
-17,813
NMM icon
3732
Navios Maritime Partners
NMM
$1.51B
$672K ﹤0.01%
17,844
+7,006
CBNK icon
3733
Capital Bancorp
CBNK
$464M
$672K ﹤0.01%
20,007
-14,917
TEN
3734
Tsakos Energy Navigation Ltd
TEN
$762M
$672K ﹤0.01%
+35,000
OCSL icon
3735
Oaktree Specialty Lending
OCSL
$1.21B
$671K ﹤0.01%
49,140
-71,929
OXY.WS icon
3736
Occidental Petroleum Corp Warrants
OXY.WS
$18.9B
0
XXCH
3737
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
$669K ﹤0.01%
25,000
UUUU icon
3738
Energy Fuels
UUUU
$3.75B
$668K ﹤0.01%
116,191
-47,634
FFIC icon
3739
Flushing Financial
FFIC
$513M
$667K ﹤0.01%
56,170
-52,464
BLOK icon
3740
Amplify Blockchain Technology ETF
BLOK
$1.38B
$667K ﹤0.01%
11,682
-359
XHYT icon
3741
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
$62.6M
$665K ﹤0.01%
18,964
-1,928
ITRN icon
3742
Ituran Location and Control
ITRN
$758M
$664K ﹤0.01%
17,135
+12,586
OXM icon
3743
Oxford Industries
OXM
$545M
$662K ﹤0.01%
16,437
-4,673
BWZ icon
3744
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$367M
$660K ﹤0.01%
+23,530
BBH icon
3745
VanEck Biotech ETF
BBH
$413M
$658K ﹤0.01%
4,296
-3,044
IAS icon
3746
Integral Ad Science
IAS
$1.72B
$657K ﹤0.01%
79,024
+11,145
TBLL icon
3747
Invesco Short Term Treasury ETF
TBLL
$2.22B
$656K ﹤0.01%
6,215
-1,664
OMAB icon
3748
Grupo Aeroportuario Centro Norte
OMAB
$5.06B
$655K ﹤0.01%
6,212
-1,512
FSBW icon
3749
FS Bancorp
FSBW
$302M
$653K ﹤0.01%
16,587
-7,934
EMTL icon
3750
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$93.5M
$653K ﹤0.01%
+15,122