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
SKBL
3801
Skyline Builders Group
SKBL
$99.6M
$574K ﹤0.01%
+45,528
BSVO icon
3802
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.72B
$574K ﹤0.01%
28,142
-505
HYDW icon
3803
Xtrackers Low Beta High Yield Bond ETF
HYDW
$151M
$574K ﹤0.01%
12,129
+2,688
PKST
3804
Peakstone Realty Trust
PKST
$531M
$573K ﹤0.01%
43,412
-34,692
LXFR icon
3805
Luxfer Holdings
LXFR
$326M
$573K ﹤0.01%
47,074
-70,526
IBMS
3806
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$120M
$573K ﹤0.01%
+22,319
EMO
3807
ClearBridge Energy Midstream Opportunity Fund
EMO
$806M
$572K ﹤0.01%
11,934
+990
NUMV icon
3808
Nuveen ESG Mid-Cap Value ETF
NUMV
$404M
$571K ﹤0.01%
15,827
+2,635
BNO icon
3809
United States Brent Oil Fund
BNO
$98.9M
$570K ﹤0.01%
19,518
-1,970
AMLX icon
3810
Amylyx Pharmaceuticals
AMLX
$1.35B
$564K ﹤0.01%
87,989
+33,920
SPXV icon
3811
ProShares S&P 500 ex-Health Care ETF
SPXV
$34.4M
$562K ﹤0.01%
8,288
EBND icon
3812
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.14B
$562K ﹤0.01%
26,242
+1,133
RBB icon
3813
RBB Bancorp
RBB
$329M
$558K ﹤0.01%
32,405
-33,098
MGNX icon
3814
MacroGenics
MGNX
$92.9M
$557K ﹤0.01%
460,137
-284,925
ESPR icon
3815
Esperion Therapeutics
ESPR
$718M
$553K ﹤0.01%
561,396
-1,360,311
SGHT icon
3816
Sight Sciences
SGHT
$408M
$552K ﹤0.01%
133,728
-20,801
IMSR
3817
Terrestrial Energy
IMSR
$1.1B
$552K ﹤0.01%
+49,740
CMCO icon
3818
Columbus McKinnon
CMCO
$454M
$552K ﹤0.01%
36,150
-63,114
NETD icon
3819
Nabors Energy Transition Corp II
NETD
$329M
$551K ﹤0.01%
49,662
-798,116
MYPS icon
3820
PLAYSTUDIOS Inc
MYPS
$92.6M
$550K ﹤0.01%
420,165
+181,210
XRT icon
3821
State Street SPDR S&P Retail ETF
XRT
$583M
$550K ﹤0.01%
7,140
-2,688
CSTL icon
3822
Castle Biosciences
CSTL
$1.02B
$544K ﹤0.01%
26,663
-3,914
FSIG icon
3823
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.35B
$544K ﹤0.01%
28,460
+26,165
FMNB icon
3824
Farmers National Banc Corp
FMNB
$503M
$544K ﹤0.01%
39,427
-36,524
ALCO icon
3825
Alico
ALCO
$258M
$544K ﹤0.01%
16,633
-1,534