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
AVBP icon
4051
ArriVent BioPharma
AVBP
$755M
$314K ﹤0.01%
14,409
-1,920
USD icon
4052
ProShares Ultra Semiconductors
USD
$1.71B
$311K ﹤0.01%
+4,199
XTL icon
4053
State Street SPDR S&P Telecom ETF
XTL
$163M
$311K ﹤0.01%
2,648
-493
SMP icon
4054
Standard Motor Products
SMP
$837M
$310K ﹤0.01%
10,092
-4,926
LVHI icon
4055
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.37B
$309K ﹤0.01%
9,483
+4,258
VZLA
4056
Vizsla Silver
VZLA
$1.45B
$308K ﹤0.01%
104,711
+51,126
NVDL icon
4057
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$5.08B
$308K ﹤0.01%
4,371
-2,614
LU icon
4058
Lufax Holding
LU
$2.45B
$307K ﹤0.01%
110,024
+47,001
MAGN
4059
Magnera Corp
MAGN
$320M
$307K ﹤0.01%
25,399
-32,954
CNA icon
4060
CNA Financial
CNA
$12.3B
$305K ﹤0.01%
6,563
+129
CGBD icon
4061
Carlyle Secured Lending
CGBD
$865M
$304K ﹤0.01%
22,216
-10,310
LENZ
4062
LENZ Therapeutics
LENZ
$828M
$304K ﹤0.01%
10,361
+2,310
AUGW icon
4063
AllianzIM U.S. Large Cap Buffer20 Aug ETF
AUGW
$165M
$304K ﹤0.01%
9,895
-1,706
USNA icon
4064
Usana Health Sciences
USNA
$351M
$303K ﹤0.01%
9,911
-8,024
EMHC icon
4065
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$223M
$302K ﹤0.01%
+12,253
DMLP icon
4066
Dorchester Minerals
DMLP
$1.09B
$301K ﹤0.01%
10,815
+1,570
CAL icon
4067
Caleres
CAL
$377M
$300K ﹤0.01%
24,531
-326,603
REFI
4068
Chicago Atlantic Real Estate Finance
REFI
$271M
$299K ﹤0.01%
21,451
-13,431
TIPZ icon
4069
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$106M
$299K ﹤0.01%
5,618
+5,145
SMTH icon
4070
ALPS Smith Core Plus Bond ETF
SMTH
$2.07B
$299K ﹤0.01%
11,559
+3,452
RSVR icon
4071
Reservoir Media
RSVR
$478M
$299K ﹤0.01%
38,934
-16,350
TRVI icon
4072
Trevi Therapeutics
TRVI
$1.42B
$297K ﹤0.01%
54,342
-9,110
GAMB icon
4073
Gambling.com
GAMB
$244M
$297K ﹤0.01%
24,994
-125,586
GDEN icon
4074
Golden Entertainment
GDEN
$767M
$297K ﹤0.01%
10,093
-9,370
FFWM icon
4075
First Foundation Inc
FFWM
$421M
$297K ﹤0.01%
58,187
+9,932