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
REPL icon
4026
Replimune Group
REPL
$716M
$337K ﹤0.01%
36,304
-184,283
HIFS icon
4027
Hingham Institution for Saving
HIFS
$622M
$337K ﹤0.01%
1,358
+258
RUM icon
4028
Rumble
RUM
$2.08B
$337K ﹤0.01%
37,483
+37,333
TAIL icon
4029
Cambria Tail Risk ETF
TAIL
$100M
$336K ﹤0.01%
+28,043
SEG
4030
Seaport Entertainment Group
SEG
$306M
$336K ﹤0.01%
18,003
+16,452
DLX icon
4031
Deluxe
DLX
$939M
$336K ﹤0.01%
21,091
-32,854
EELV icon
4032
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$416M
$334K ﹤0.01%
12,789
-2,583
HELE icon
4033
Helen of Troy
HELE
$443M
$333K ﹤0.01%
11,748
-194,509
PAHC icon
4034
Phibro Animal Health
PAHC
$1.86B
$332K ﹤0.01%
13,005
+363
LWAY icon
4035
Lifeway Foods
LWAY
$355M
$332K ﹤0.01%
13,472
+10,049
IIIN icon
4036
Insteel Industries
IIIN
$616M
$332K ﹤0.01%
8,913
-264
CBAN icon
4037
Colony Bankcorp
CBAN
$282M
$331K ﹤0.01%
20,097
-19,015
CTRI icon
4038
Centuri Holdings
CTRI
$1.92B
$329K ﹤0.01%
14,673
+890
MBUU icon
4039
Malibu Boats
MBUU
$496M
$329K ﹤0.01%
10,495
-6,940
DCBO
4040
Docebo
DCBO
$678M
$327K ﹤0.01%
11,294
+2,546
VMEO icon
4041
Vimeo
VMEO
$1.31B
$325K ﹤0.01%
80,532
-46,622
ATEX icon
4042
Anterix
ATEX
$340M
$322K ﹤0.01%
12,543
-24,462
FAS icon
4043
Direxion Daily Financial Bull 3x Shares
FAS
$2.51B
$322K ﹤0.01%
1,907
+999
EPIX
4044
DELISTED
ESSA Pharma
EPIX
$321K ﹤0.01%
189,094
+24,219
UGL icon
4045
ProShares Ultra Gold
UGL
$928M
$319K ﹤0.01%
9,210
+8,770
XHYF icon
4046
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
$34.1M
$318K ﹤0.01%
8,369
-3,643
BRBS icon
4047
Blue Ridge Bankshares
BRBS
$397M
$317K ﹤0.01%
88,243
+35,297
EEMS icon
4048
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$406M
$316K ﹤0.01%
4,866
+3,519
MNMD icon
4049
MindMed
MNMD
$1.21B
$315K ﹤0.01%
48,487
+2,342
DCOR icon
4050
Dimensional US Core Equity 1 ETF
DCOR
$2.17B
$314K ﹤0.01%
4,703
+592