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
EVSB icon
3876
Eaton Vance Ultra-Short Income ETF
EVSB
$232M
$492K ﹤0.01%
+9,691
GEF.B icon
3877
Greif Class B
GEF.B
$2.51B
$491K ﹤0.01%
7,119
-3,816
PIFI icon
3878
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$110M
$491K ﹤0.01%
5,160
-2,033
NFE icon
3879
New Fortress Energy
NFE
$330M
$491K ﹤0.01%
147,877
+93,558
FAUG icon
3880
FT Vest US Equity Buffer ETF August
FAUG
$1.02B
$491K ﹤0.01%
10,011
+7,398
BTDR icon
3881
Bitdeer Technologies
BTDR
$2.93B
$489K ﹤0.01%
42,619
-3,135
NPAC
3882
New Providence Acquisition Corp III
NPAC
$395M
$488K ﹤0.01%
+48,000
LIT icon
3883
Global X Lithium & Battery Tech ETF
LIT
$1.42B
$481K ﹤0.01%
12,523
+4,005
CECO icon
3884
Ceco Environmental
CECO
$1.86B
$480K ﹤0.01%
16,972
-1,304
GSBC icon
3885
Great Southern Bancorp
GSBC
$649M
$480K ﹤0.01%
8,165
-9,330
TBT icon
3886
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$274M
$478K ﹤0.01%
13,632
+13,165
DJP icon
3887
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$635M
$475K ﹤0.01%
13,990
-1,242
MLAB icon
3888
Mesa Laboratories
MLAB
$438M
$475K ﹤0.01%
5,038
-20
TY icon
3889
TRI-Continental Corp
TY
$1.8B
$473K ﹤0.01%
14,951
-15
IYLD icon
3890
iShares Morningstar Multi-Asset Income ETF
IYLD
$124M
$473K ﹤0.01%
22,771
-167
CGW icon
3891
Invesco S&P Global Water Index ETF
CGW
$1.02B
$473K ﹤0.01%
7,561
+264
YEXT icon
3892
Yext
YEXT
$1.06B
$472K ﹤0.01%
55,571
-3,962
NNE
3893
Nano Nuclear Energy
NNE
$1.85B
$472K ﹤0.01%
13,673
-63,190
MBI icon
3894
MBIA
MBI
$385M
$471K ﹤0.01%
108,614
-54,457
UDEC icon
3895
Innovator US Equity Ultra Buffer ETF December
UDEC
$296M
$470K ﹤0.01%
+12,900
SKIL icon
3896
Skillsoft
SKIL
$89M
$470K ﹤0.01%
29,402
-4,095
REGL icon
3897
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.81B
$468K ﹤0.01%
5,737
-250
ABCL icon
3898
AbCellera Biologics
ABCL
$1.19B
$465K ﹤0.01%
135,441
-68,812
HONE
3899
DELISTED
HarborOne Bancorp
HONE
$464K ﹤0.01%
39,755
-93,985
TREE icon
3900
LendingTree
TREE
$715M
$464K ﹤0.01%
12,517
-11,760