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
MYO icon
4076
Myomo
MYO
$32.1M
$297K ﹤0.01%
137,307
+27,739
CLB icon
4077
Core Laboratories
CLB
$720M
$297K ﹤0.01%
25,742
-18,220
CASS icon
4078
Cass Information Systems
CASS
$538M
$295K ﹤0.01%
6,797
-13,186
PRSU
4079
Pursuit Attractions and Hospitality Inc
PRSU
$959M
$295K ﹤0.01%
10,231
-74,756
CEPO
4080
Cantor Equity Partners I
CEPO
$265M
$295K ﹤0.01%
+24,768
KBDC
4081
Kayne Anderson BDC
KBDC
$1.01B
$295K ﹤0.01%
19,301
+14,406
SVM
4082
Silvercorp Metals
SVM
$1.48B
$294K ﹤0.01%
+69,732
PMAR icon
4083
Innovator US Equity Power Buffer ETF March
PMAR
$646M
$294K ﹤0.01%
6,959
-3,972
EGBN icon
4084
Eagle Bancorp
EGBN
$496M
$294K ﹤0.01%
15,084
-242,736
SH icon
4085
ProShares Short S&P500
SH
$1.17B
$293K ﹤0.01%
7,394
+5,314
STRW icon
4086
Strawberry Fields REIT
STRW
$155M
$293K ﹤0.01%
27,776
-974
STOK icon
4087
Stoke Therapeutics
STOK
$1.43B
$291K ﹤0.01%
25,655
+5,398
CMTL icon
4088
Comtech Telecommunications
CMTL
$94.4M
$289K ﹤0.01%
117,965
+54,879
SNCY icon
4089
Sun Country Airlines
SNCY
$649M
$288K ﹤0.01%
24,541
-295,291
BSCQ icon
4090
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$288K ﹤0.01%
14,752
-4,873
PEY icon
4091
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
$286K ﹤0.01%
14,031
-337
SRDX icon
4092
Surmodics
SRDX
$391M
$286K ﹤0.01%
9,618
-34,362
PRPL icon
4093
Purple Innovation
PRPL
$82.6M
$285K ﹤0.01%
390,412
-126,712
BWAY
4094
Brainsway
BWAY
$315M
$284K ﹤0.01%
21,616
-3,758
UNIY icon
4095
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.4B
$284K ﹤0.01%
5,829
-12
ANIK icon
4096
Anika Therapeutics
ANIK
$145M
$284K ﹤0.01%
26,811
-10,334
ADX icon
4097
Adams Diversified Equity Fund
ADX
$2.78B
$282K ﹤0.01%
13,003
+166
BYRN icon
4098
Byrna Technologies
BYRN
$415M
$281K ﹤0.01%
9,110
+822
DLS icon
4099
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$280K ﹤0.01%
3,725
-3,251
SSSS icon
4100
SuRo Capital
SSSS
$256M
$280K ﹤0.01%
34,080
-588