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
SFIX icon
3976
Stitch Fix
SFIX
$602M
$377K ﹤0.01%
101,903
-20,804
IQ icon
3977
iQIYI
IQ
$2.09B
$376K ﹤0.01%
212,467
-2,151,954
PFIG icon
3978
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$88.8M
$375K ﹤0.01%
+15,583
TAFL icon
3979
AB Tax-Aware Long Municipal ETF
TAFL
$32.9M
$374K ﹤0.01%
15,255
-1,050
CONL icon
3980
GraniteShares 2x Long COIN Daily ETF
CONL
$624M
$370K ﹤0.01%
8,028
-1,461
MLPA icon
3981
Global X MLP ETF
MLPA
$1.78B
$370K ﹤0.01%
7,376
-2,464
AVNW icon
3982
Aviat Networks
AVNW
$298M
$369K ﹤0.01%
15,345
-609
PFF icon
3983
iShares Preferred and Income Securities ETF
PFF
$14.5B
$368K ﹤0.01%
11,982
-511,418
GHYB icon
3984
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$99.8M
$368K ﹤0.01%
8,102
+8,064
VBND icon
3985
Vident US Bond Strategy ETF
VBND
$474M
$367K ﹤0.01%
8,412
-1,641
LGOV icon
3986
First Trust Long Duration Opportunities ETF
LGOV
$667M
$366K ﹤0.01%
17,071
-1,568
IGIC icon
3987
International General Insurance
IGIC
$995M
$363K ﹤0.01%
15,107
+6,872
TRUE icon
3988
TrueCar
TRUE
$202M
$362K ﹤0.01%
190,627
-126,156
CTGO icon
3989
Contango ORE
CTGO
$349M
$362K ﹤0.01%
18,585
+13,052
LCCCU
3990
Lakeshore Acquisition III Corp Unit
LCCCU
$361K ﹤0.01%
+35,500
JSPR icon
3991
Jasper Therapeutics
JSPR
$47.2M
$361K ﹤0.01%
65,088
+59,547
FIGS icon
3992
FIGS
FIGS
$1.64B
$361K ﹤0.01%
63,928
-59,287
AGEN
3993
Agenus
AGEN
$146M
$359K ﹤0.01%
78,637
+67,530
ROBO icon
3994
ROBO Global Robotics & Automation Index ETF
ROBO
$1.21B
$359K ﹤0.01%
6,006
+4,429
DSP icon
3995
Viant Technology
DSP
$165M
$359K ﹤0.01%
27,121
+1,109
BBLU icon
3996
EA Bridgeway Blue Chip ETF
BBLU
$330M
$356K ﹤0.01%
+25,889
IREN icon
3997
Iris Energy
IREN
$15.6B
$356K ﹤0.01%
24,408
-656,410
LAND
3998
Gladstone Land Corp
LAND
$370M
$355K ﹤0.01%
34,939
-40,128
RDW icon
3999
Redwire
RDW
$979M
$354K ﹤0.01%
21,735
-73,984
TSEC icon
4000
Touchstone Securitized Income ETF
TSEC
$113M
$352K ﹤0.01%
13,480
+11,566