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
JHMD icon
3851
John Hancock Multifactor Developed International ETF
JHMD
$817M
$514K ﹤0.01%
13,441
-1,207
TSHA icon
3852
Taysha Gene Therapies
TSHA
$1.2B
$514K ﹤0.01%
222,649
-780,418
TOTL icon
3853
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.88B
$514K ﹤0.01%
12,803
+1,146
DIVI icon
3854
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.9B
$513K ﹤0.01%
14,395
+2,726
IJUL icon
3855
Innovator International Developed Power Buffer ETF July
IJUL
$239M
$513K ﹤0.01%
16,050
+13,346
FRAF icon
3856
Franklin Financial Services
FRAF
$219M
$512K ﹤0.01%
14,801
+12,755
VREX icon
3857
Varex Imaging
VREX
$518M
$511K ﹤0.01%
58,989
-561,494
VEL icon
3858
Velocity Financial
VEL
$719M
$510K ﹤0.01%
27,525
-10,573
SCHK icon
3859
Schwab 1000 Index ETF
SCHK
$4.77B
$510K ﹤0.01%
17,110
+5,766
TDVG icon
3860
T. Rowe Price Dividend Growth ETF
TDVG
$1.12B
$509K ﹤0.01%
12,010
-1,687
TACHU
3861
Titan Acquisition Corp Units
TACHU
$509K ﹤0.01%
+50,000
UJUL icon
3862
Innovator US Equity Ultra Buffer ETF July
UJUL
$219M
$507K ﹤0.01%
13,772
-127
BEP icon
3863
Brookfield Renewable
BEP
$8.32B
$507K ﹤0.01%
19,859
-96,958
DECT icon
3864
AllianzIM U.S. Large Cap Buffer10 Dec ETF
DECT
$128M
$505K ﹤0.01%
+15,138
JRVR icon
3865
James River Group Holdings, Inc. Common Stock
JRVR
$259M
$505K ﹤0.01%
86,141
-7,991
CVLG icon
3866
Covenant Logistics
CVLG
$493M
$504K ﹤0.01%
20,906
-26,628
FCVT icon
3867
First Trust SSI Strategic Convertible Securities ETF
FCVT
$96.2M
$503K ﹤0.01%
12,963
+2,487
SIXD
3868
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
SIXD
$34.4M
$503K ﹤0.01%
18,336
+12,023
RTACU
3869
Renatus Tactical Acquisition Corp I Unit
RTACU
$207M
$499K ﹤0.01%
+39,217
VLGEA icon
3870
Village Super Market
VLGEA
$498M
$499K ﹤0.01%
12,961
-599
PNOV icon
3871
Innovator US Equity Power Buffer ETF November
PNOV
$655M
$499K ﹤0.01%
12,616
-1,544
COGT icon
3872
Cogent Biosciences
COGT
$5.02B
$497K ﹤0.01%
69,279
-5,865
PMAY icon
3873
Innovator US Equity Power Buffer ETF May
PMAY
$637M
$495K ﹤0.01%
13,112
+2,940
RMR icon
3874
The RMR Group
RMR
$264M
$494K ﹤0.01%
30,236
-27,837
RCUS icon
3875
Arcus Biosciences
RCUS
$2.48B
$494K ﹤0.01%
60,662
+7,943