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
WOOF icon
3776
Petco
WOOF
$852M
$619K ﹤0.01%
218,821
-262,360
BLFY icon
3777
Blue Foundry Bancorp
BLFY
$171M
$611K ﹤0.01%
63,835
-14,352
JHML icon
3778
John Hancock Multifactor Large Cap ETF
JHML
$1.07B
$611K ﹤0.01%
8,327
+662
PLL
3779
DELISTED
Piedmont Lithium
PLL
$609K ﹤0.01%
104,603
+45,461
IMMR icon
3780
Immersion
IMMR
$218M
$606K ﹤0.01%
76,916
-233,605
SBXD
3781
SilverBox Corp IV
SBXD
$269M
$603K ﹤0.01%
+55,038
SPRY icon
3782
ARS Pharmaceuticals
SPRY
$885M
$603K ﹤0.01%
34,560
+2,357
BOC icon
3783
Boston Omaha
BOC
$391M
$603K ﹤0.01%
42,943
-22,136
OPER icon
3784
ClearShares Ultra-Short Maturity ETF
OPER
$120M
$600K ﹤0.01%
5,989
+3,373
KOS icon
3785
Kosmos Energy
KOS
$694M
$599K ﹤0.01%
347,971
-186,245
DWX icon
3786
SPDR S&P International Dividend ETF
DWX
$495M
$598K ﹤0.01%
14,197
-1,003
PACB icon
3787
Pacific Biosciences
PACB
$525M
$596K ﹤0.01%
480,502
-40,832
OFLX icon
3788
Omega Flex
OFLX
$281M
$592K ﹤0.01%
18,289
+3,690
MAG
3789
DELISTED
MAG Silver
MAG
$591K ﹤0.01%
27,950
-562,987
FLTB icon
3790
Fidelity Limited Term Bond ETF
FLTB
$269M
$589K ﹤0.01%
11,695
+916
IAPR icon
3791
Innovator International Developed Power Buffer ETF April
IAPR
$241M
$588K ﹤0.01%
+20,110
VCRM
3792
Vanguard Core Tax-Exempt Bond ETF
VCRM
$464M
$588K ﹤0.01%
7,991
-18,166
PRAX icon
3793
Praxis Precision Medicines
PRAX
$4.59B
$586K ﹤0.01%
13,938
+2,459
NMAI icon
3794
Nuveen Multi-Asset Income Fund
NMAI
$447M
$584K ﹤0.01%
46,224
+44,874
DAWN icon
3795
Day One Biopharmaceuticals
DAWN
$1.06B
$579K ﹤0.01%
89,102
+27,566
SHLS icon
3796
Shoals Technologies Group
SHLS
$1.49B
$578K ﹤0.01%
136,107
-63,189
GPMT
3797
Granite Point Mortgage Trust
GPMT
$131M
$577K ﹤0.01%
233,744
-67,990
EQIN
3798
Columbia U.S. Equity Income ETF
EQIN
$249M
$576K ﹤0.01%
12,795
+2,059
NRIX icon
3799
Nurix Therapeutics
NRIX
$1.23B
$575K ﹤0.01%
50,482
+4,792
SSTI icon
3800
SoundThinking
SSTI
$108M
$575K ﹤0.01%
44,016
-4,791