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
CEVA icon
4101
CEVA Inc
CEVA
$621M
$280K ﹤0.01%
12,722
-12,841
FCCO icon
4102
First Community Corp
FCCO
$210M
$279K ﹤0.01%
11,452
-2,088
ALFUW
4103
Centurion Acquisition Corp Warrant
ALFUW
$5.92M
0
RSPM icon
4104
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$157M
$279K ﹤0.01%
8,607
+47
CMBT
4105
CMB.TECH NV
CMBT
$2.78B
$277K ﹤0.01%
30,752
+29,998
UAMY icon
4106
United States Antimony
UAMY
$1.12B
$277K ﹤0.01%
127,093
+122,093
TMQ
4107
Trilogy Metals
TMQ
$672M
$276K ﹤0.01%
204,800
+201,000
KRNT icon
4108
Kornit Digital
KRNT
$594M
$276K ﹤0.01%
13,844
+129
ARVN icon
4109
Arvinas
ARVN
$719M
$275K ﹤0.01%
37,319
-335,150
DOMO icon
4110
Domo
DOMO
$537M
$274K ﹤0.01%
19,602
-162,543
DYFI icon
4111
IDX Dynamic Fixed Income ETF
DYFI
$52.5M
$273K ﹤0.01%
11,774
+10,963
SVIX icon
4112
-1x Short VIX Futures ETF
SVIX
$168M
$273K ﹤0.01%
+17,583
PWB icon
4113
Invesco Large Cap Growth ETF
PWB
$1.36B
$273K ﹤0.01%
2,321
+976
JPIB icon
4114
JPMorgan International Bond Opportunities ETF
JPIB
$1.18B
$272K ﹤0.01%
5,601
+2,456
GAL icon
4115
State Street Global Allocation ETF
GAL
$275M
$271K ﹤0.01%
5,772
-1,204
TJUL icon
4116
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$168M
$269K ﹤0.01%
9,391
-623
DOUG icon
4117
Douglas Elliman
DOUG
$231M
$269K ﹤0.01%
116,008
-122,987
CGBL icon
4118
Capital Group Core Balanced ETF
CGBL
$3.43B
$269K ﹤0.01%
+8,040
AVO icon
4119
Mission Produce
AVO
$889M
$269K ﹤0.01%
22,924
-15,655
PSQ icon
4120
ProShares Short QQQ
PSQ
$516M
$268K ﹤0.01%
7,959
+5,216
SBR
4121
Sabine Royalty Trust
SBR
$1.12B
$268K ﹤0.01%
4,017
-673
BF.A icon
4122
Brown-Forman Class A
BF.A
$12.8B
$268K ﹤0.01%
9,743
+833
VFQY icon
4123
Vanguard US Quality Factor ETF
VFQY
$421M
$266K ﹤0.01%
1,853
-371
FMAO icon
4124
Farmers & Merchants Bancorp
FMAO
$334M
$266K ﹤0.01%
10,530
-11,194
FIGXU
4125
FIGX Capital Acquisition Corp Units
FIGXU
$139M
$266K ﹤0.01%
+26,575