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
CRMD icon
3926
CorMedix
CRMD
$939M
$433K ﹤0.01%
35,143
-1,094
IAI icon
3927
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.59B
$431K ﹤0.01%
2,551
-2,995
SBGI icon
3928
Sinclair Inc
SBGI
$1.14B
$429K ﹤0.01%
31,075
+1,511
GEM icon
3929
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.18B
$428K ﹤0.01%
11,495
+10,440
BZUN
3930
Baozun
BZUN
$179M
$428K ﹤0.01%
171,051
+9,627
TH icon
3931
Target Hospitality
TH
$629M
$425K ﹤0.01%
59,687
-51,749
HYGH icon
3932
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$439M
$424K ﹤0.01%
+4,900
DAAQ
3933
Digital Asset Acquisition Corp
DAAQ
$237M
$420K ﹤0.01%
+40,107
XYLD icon
3934
Global X S&P 500 Covered Call ETF
XYLD
$3.14B
$420K ﹤0.01%
10,783
+6,999
WNC icon
3935
Wabash National
WNC
$318M
$419K ﹤0.01%
39,432
-5,411
FXL icon
3936
First Trust Technology AlphaDEX Fund
FXL
$1.45B
$418K ﹤0.01%
2,654
-3,751
STRT icon
3937
STRATTEC Security
STRT
$291M
$418K ﹤0.01%
6,712
+4,794
TCRX icon
3938
TScan Therapeutics
TCRX
$65.3M
$417K ﹤0.01%
287,743
+22,642
CWBC
3939
Community West Bancshares
CWBC
$417M
$417K ﹤0.01%
21,357
+6,369
ORC
3940
Orchid Island Capital
ORC
$1.11B
$416K ﹤0.01%
59,409
-27,492
RC
3941
Ready Capital
RC
$441M
$413K ﹤0.01%
94,554
-66,478
SEIX icon
3942
Virtus SEIX Senior Loan ETF
SEIX
$317M
$412K ﹤0.01%
17,500
+13,500
KRP icon
3943
Kimbell Royalty Partners
KRP
$1.27B
$412K ﹤0.01%
29,514
-26,577
EWQ icon
3944
iShares MSCI France ETF
EWQ
$406M
$410K ﹤0.01%
9,587
+4,656
VIOT
3945
Viomi Technology
VIOT
$183M
$410K ﹤0.01%
+303,531
AGRO icon
3946
Adecoagro
AGRO
$801M
$410K ﹤0.01%
44,825
-270,042
STRZ
3947
Starz Entertainment Corp
STRZ
$176M
$409K ﹤0.01%
+25,455
AXL icon
3948
American Axle
AXL
$756M
$407K ﹤0.01%
99,728
-15,904
MEG icon
3949
Montrose Environmental
MEG
$858M
$406K ﹤0.01%
18,555
-11,308
RMNI icon
3950
Rimini Street
RMNI
$365M
$406K ﹤0.01%
107,708
-47,286