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
PAYS icon
3901
Paysign
PAYS
$292M
$463K ﹤0.01%
64,322
-22,836
URNJ icon
3902
Sprott Junior Uranium Miners ETF
URNJ
$368M
$463K ﹤0.01%
21,889
-15,718
DFEN icon
3903
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$369M
$460K ﹤0.01%
8,860
+7,213
DFH icon
3904
Dream Finders Homes
DFH
$1.82B
$458K ﹤0.01%
18,243
-21,221
JOUT icon
3905
Johnson Outdoors
JOUT
$405M
$458K ﹤0.01%
15,127
-9,757
DIN icon
3906
Dine Brands
DIN
$365M
$456K ﹤0.01%
18,752
-41,218
MCBS icon
3907
MetroCity Bankshares
MCBS
$666M
$456K ﹤0.01%
15,959
-30,423
DCGO icon
3908
DocGo
DCGO
$105M
$456K ﹤0.01%
290,354
+41,679
CRNT icon
3909
Ceragon Networks
CRNT
$208M
$455K ﹤0.01%
185,152
+59
FLJJ icon
3910
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.69M
$455K ﹤0.01%
+15,018
YB
3911
Yuanbao Inc
YB
$1.01B
$454K ﹤0.01%
+21,619
AVXL icon
3912
Anavex Life Sciences
AVXL
$582M
$453K ﹤0.01%
49,138
+566
AROW icon
3913
Arrow Financial
AROW
$508M
$451K ﹤0.01%
17,056
-14,223
MCGAU
3914
Yorkville Acquisition Corp Unit
MCGAU
$162M
$450K ﹤0.01%
+40,000
NLOP
3915
Net Lease Office Properties
NLOP
$445M
$449K ﹤0.01%
13,794
-20,331
CMDB
3916
Costamare Bulkers Holdings
CMDB
$318M
$446K ﹤0.01%
+51,443
NAT icon
3917
Nordic American Tanker
NAT
$773M
$446K ﹤0.01%
169,552
-21,263
RXST icon
3918
RxSight
RXST
$412M
$444K ﹤0.01%
34,147
-128,656
EAOA icon
3919
iShares ESG Aware Aggressive Allocation ETF
EAOA
$34.4M
$443K ﹤0.01%
11,503
+10,733
MTLS
3920
Materialise
MTLS
$351M
$439K ﹤0.01%
77,714
-3,169
MTSR
3921
Metsera Inc
MTSR
$7.45B
$439K ﹤0.01%
15,425
+8,130
BLND icon
3922
Blend Labs
BLND
$777M
$437K ﹤0.01%
132,558
-15,972
BIZD icon
3923
VanEck BDC Income ETF
BIZD
$1.51B
$437K ﹤0.01%
26,816
-4,933
KLTR icon
3924
Kaltura
KLTR
$270M
$434K ﹤0.01%
216,061
-65,983
CVRX icon
3925
CVRx
CVRX
$257M
$433K ﹤0.01%
73,673
-51,286