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
PFFV icon
3951
Global X Variable Rate Preferred ETF
PFFV
$310M
$406K ﹤0.01%
+17,806
ALT icon
3952
Altimmune
ALT
$434M
$405K ﹤0.01%
104,697
-5,814
PFIS icon
3953
Peoples Financial Services
PFIS
$474M
$405K ﹤0.01%
8,199
-8,248
OUSA icon
3954
ALPS O'Shares US Quality Dividend ETF
OUSA
$827M
$404K ﹤0.01%
7,478
-1,232
DRD
3955
DRDGold
DRD
$2.49B
$401K ﹤0.01%
30,093
+29,673
SQQQ icon
3956
ProShares UltraPro Short QQQ
SQQQ
$1.82B
$400K ﹤0.01%
+20,444
LQDA icon
3957
Liquidia Corp
LQDA
$2.38B
$399K ﹤0.01%
32,030
-30,493
BBLB icon
3958
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
$7.44M
$398K ﹤0.01%
+4,757
GXC icon
3959
SPDR S&P China ETF
GXC
$495M
$398K ﹤0.01%
4,545
+573
JANZ icon
3960
TrueShares Structured Outcome January ETF
JANZ
$24.7M
$397K ﹤0.01%
11,126
+11,116
KARO icon
3961
Karooooo
KARO
$1.41B
$396K ﹤0.01%
8,089
+5,529
GNTY
3962
DELISTED
Guaranty Bancshares
GNTY
$394K ﹤0.01%
9,277
-4,577
CLPT icon
3963
ClearPoint Neuro
CLPT
$487M
$392K ﹤0.01%
32,790
+8,581
BLTE
3964
Belite Bio
BLTE
$3.82B
$390K ﹤0.01%
6,757
-1,405
KRBN icon
3965
KraneShares Global Carbon Strategy ETF
KRBN
$171M
$390K ﹤0.01%
13,125
-717
CDTX icon
3966
Cidara Therapeutics
CDTX
$3.32B
$387K ﹤0.01%
7,953
+7,947
ARQQ icon
3967
Arqit Quantum
ARQQ
$469M
$386K ﹤0.01%
+10,437
AUDC icon
3968
AudioCodes
AUDC
$275M
$386K ﹤0.01%
39,306
+10,877
ELVN icon
3969
Enliven Therapeutics
ELVN
$1.2B
$382K ﹤0.01%
19,064
-2,701
IQDF icon
3970
FlexShares International Quality Dividend Index Fund
IQDF
$850M
$382K ﹤0.01%
14,098
-1,581
INVX
3971
Innovex International
INVX
$1.41B
$381K ﹤0.01%
24,365
+6,945
FNLC icon
3972
First Bancorp
FNLC
$285M
$381K ﹤0.01%
14,975
-14,608
TFSL icon
3973
TFS Financial
TFSL
$3.88B
$380K ﹤0.01%
29,380
-20
ABSI icon
3974
Absci
ABSI
$505M
$378K ﹤0.01%
147,188
+24,420
MATW icon
3975
Matthews International
MATW
$731M
$378K ﹤0.01%
15,799
-47,195