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
TIC
3826
TIC Solutions Inc
TIC
$2.35B
$540K ﹤0.01%
48,946
+45,910
ESQ icon
3827
Esquire Financial Holdings
ESQ
$852M
$538K ﹤0.01%
5,684
+499
KURA icon
3828
Kura Oncology
KURA
$931M
$535K ﹤0.01%
92,691
-256,326
PFLT icon
3829
PennantPark Floating Rate Capital
PFLT
$929M
$534K ﹤0.01%
51,706
-36,074
BSVN icon
3830
Bank7 Corp
BSVN
$390M
$534K ﹤0.01%
12,766
+245
GBTG icon
3831
American Express Global Business Travel
GBTG
$3.89B
$532K ﹤0.01%
84,489
-25,692
EGY icon
3832
Vaalco Energy
EGY
$395M
$531K ﹤0.01%
147,144
-24,856
NVAX icon
3833
Novavax
NVAX
$1.17B
$531K ﹤0.01%
84,271
+2,282
KSS icon
3834
Kohl's
KSS
$2.03B
$529K ﹤0.01%
62,399
-84,699
RDAGU
3835
Republic Digital Acquisition Co Unit
RDAGU
$235M
$529K ﹤0.01%
+50,000
ZH
3836
Zhihu
ZH
$370M
$527K ﹤0.01%
+132,385
UHAL icon
3837
U-Haul Holding Co
UHAL
$10B
$527K ﹤0.01%
8,695
-1,111
POLEU
3838
Andretti Acquisition Corp II Unit
POLEU
$527K ﹤0.01%
50,000
FBIZ icon
3839
First Business Financial Services
FBIZ
$437M
$526K ﹤0.01%
10,392
-11,704
FVR
3840
FrontView REIT
FVR
$278M
$524K ﹤0.01%
43,702
-1,533
CCIX
3841
Churchill Capital Corp IX
CCIX
$391M
$522K ﹤0.01%
+49,666
FEBT icon
3842
AllianzIM U.S. Large Cap Buffer10 Feb ETF
FEBT
$104M
$521K ﹤0.01%
+14,853
LOKV
3843
Live Oak Acquisition Corp V
LOKV
$296M
$520K ﹤0.01%
+48,621
TUSK icon
3844
Mammoth Energy Services
TUSK
$95.4M
$520K ﹤0.01%
185,761
+163,291
SCHC icon
3845
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$520K ﹤0.01%
12,199
+1,446
MX icon
3846
Magnachip Semiconductor
MX
$87M
$519K ﹤0.01%
130,410
-9,002
THRD
3847
DELISTED
Third Harmonic Bio
THRD
$519K ﹤0.01%
95,538
-168,877
GENVR
3848
Gen Digital Inc Contingent Value Rights
GENVR
$516K ﹤0.01%
+63,179
RDACU
3849
Rising Dragon Acquisition Corp Unit
RDACU
$63.5M
$515K ﹤0.01%
50,000
ARLU icon
3850
AllianzIM US Equity Buffer15 Uncapped Apr ETF
ARLU
$46.3M
$514K ﹤0.01%
18,451
+5,000