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
LINE
3751
Lineage Inc
LINE
$7.6B
$647K ﹤0.01%
14,869
-412,487
DAVA icon
3752
Endava
DAVA
$399M
$644K ﹤0.01%
42,027
-2,817
CCB icon
3753
Coastal Financial
CCB
$1.67B
$644K ﹤0.01%
6,644
+149
AVDV icon
3754
Avantis International Small Cap Value ETF
AVDV
$12.7B
$641K ﹤0.01%
8,079
+5,531
ZNTL icon
3755
Zentalis Pharmaceuticals
ZNTL
$96.7M
$639K ﹤0.01%
550,447
-196,029
BTBT icon
3756
Bit Digital
BTBT
$913M
$637K ﹤0.01%
290,764
+218,789
KROS icon
3757
Keros Therapeutics
KROS
$532M
$636K ﹤0.01%
47,654
-2,552,803
NVRI icon
3758
Enviri
NVRI
$1.08B
$636K ﹤0.01%
73,223
+2,129
TLK icon
3759
Telkom Indonesia
TLK
$21B
$635K ﹤0.01%
37,487
-44,193
PWP icon
3760
Perella Weinberg Partners
PWP
$1.27B
$635K ﹤0.01%
32,684
-163,769
ICOW icon
3761
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.36B
$634K ﹤0.01%
18,633
-5,064
NPKI
3762
NPK International
NPKI
$1.07B
$633K ﹤0.01%
74,376
-46,819
PDS
3763
Precision Drilling
PDS
$775M
$632K ﹤0.01%
13,376
-693
TS icon
3764
Tenaris
TS
$21.3B
$631K ﹤0.01%
16,877
+7,363
FLXS icon
3765
Flexsteel Industries
FLXS
$188M
$631K ﹤0.01%
17,509
-6,009
INCM icon
3766
Franklin Income Focus ETF
INCM
$845M
$630K ﹤0.01%
23,301
+442
FMAT icon
3767
Fidelity MSCI Materials Index ETF
FMAT
$419M
$629K ﹤0.01%
12,613
-25,793
WTGUU
3768
Wintergreen Acquisition Corp Unit
WTGUU
$629K ﹤0.01%
+62,400
FRST icon
3769
Primis Financial Corp
FRST
$266M
$628K ﹤0.01%
57,893
-27,046
ARKX icon
3770
ARK Space Exploration & Innovation ETF
ARKX
$451M
$627K ﹤0.01%
25,959
-2,922
VG
3771
Venture Global Inc
VG
$19.9B
$626K ﹤0.01%
40,180
+39,290
BLV icon
3772
Vanguard Long-Term Bond ETF
BLV
$5.75B
$626K ﹤0.01%
9,000
-68,971
TPIF icon
3773
Timothy Plan International ETF
TPIF
$166M
$626K ﹤0.01%
19,374
-1,998
GSG icon
3774
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1B
$626K ﹤0.01%
28,381
-595,736
XSD icon
3775
State Street SPDR S&P Semiconductor ETF
XSD
$1.62B
$622K ﹤0.01%
2,425
+713