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
CPS icon
4001
Cooper-Standard Automotive
CPS
$519M
$350K ﹤0.01%
16,300
-161,285
UTMD icon
4002
Utah Medical Products
UTMD
$181M
$350K ﹤0.01%
6,153
-66,176
FJUL icon
4003
FT Vest US Equity Buffer ETF July
FJUL
$1.06B
$350K ﹤0.01%
6,769
+5,466
ALTG icon
4004
Alta Equipment Group
ALTG
$157M
$348K ﹤0.01%
55,084
+23,047
DGCB icon
4005
Dimensional Global Credit ETF
DGCB
$712M
$348K ﹤0.01%
6,416
-13
BZH icon
4006
Beazer Homes USA
BZH
$651M
$346K ﹤0.01%
15,466
-327
CMBS icon
4007
iShares CMBS ETF
CMBS
$482M
$345K ﹤0.01%
7,091
+2,025
MLYS icon
4008
Mineralys Therapeutics
MLYS
$3.59B
$345K ﹤0.01%
25,500
+4,946
FIP icon
4009
FTAI Infrastructure
FIP
$545M
$345K ﹤0.01%
55,917
-235,408
IBTH icon
4010
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$343K ﹤0.01%
+15,264
QTEC icon
4011
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.93B
$343K ﹤0.01%
1,611
-158,043
ZLAB icon
4012
Zai Lab
ZLAB
$2.42B
$342K ﹤0.01%
9,791
-35,664
SIMO icon
4013
Silicon Motion
SIMO
$3.16B
$342K ﹤0.01%
4,552
-93,181
SERV
4014
Serve Robotics
SERV
$629M
$342K ﹤0.01%
29,905
+22,320
SEER icon
4015
Seer Inc
SEER
$114M
$342K ﹤0.01%
159,684
-14,069
TAFM icon
4016
AB Tax-Aware Intermediate Municipal ETF
TAFM
$348M
$341K ﹤0.01%
13,702
TNGX icon
4017
Tango Therapeutics
TNGX
$1.12B
$341K ﹤0.01%
66,675
+35,439
FNY icon
4018
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$446M
$341K ﹤0.01%
4,131
+2,092
IIIV icon
4019
i3 Verticals
IIIV
$697M
$340K ﹤0.01%
12,383
+1,266
BCH icon
4020
Banco de Chile
BCH
$18.9B
$340K ﹤0.01%
11,186
-40,288
NNOX icon
4021
Nano X Imaging
NNOX
$193M
$340K ﹤0.01%
65,783
+25,048
JFIN
4022
Jiayin Group
JFIN
$491M
$340K ﹤0.01%
+21,229
NMAX
4023
Newsmax Inc
NMAX
$1.11B
$338K ﹤0.01%
+22,349
KELYA icon
4024
Kelly Services Class A
KELYA
$311M
$338K ﹤0.01%
28,854
-27,161
CSPI icon
4025
CSP Inc
CSPI
$115M
$337K ﹤0.01%
26,079
+3,279