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
ABUS icon
4126
Arbutus Biopharma
ABUS
$880M
$266K ﹤0.01%
86,077
-452,552
DFSU icon
4127
Dimensional US Sustainability Core 1 ETF
DFSU
$1.73B
$266K ﹤0.01%
6,767
+327
FLHY icon
4128
Franklin High Yield Corporate ETF
FLHY
$632M
$264K ﹤0.01%
10,847
+8,447
EP.PRC icon
4129
El Paso Energy Capital Trust I
EP.PRC
$218M
$263K ﹤0.01%
5,395
-252
OBT icon
4130
Orange County Bancorp
OBT
$354M
$263K ﹤0.01%
10,190
-9,396
SSL icon
4131
Sasol
SSL
$4.35B
$263K ﹤0.01%
59,395
+58,568
KALV icon
4132
KalVista Pharmaceuticals
KALV
$550M
$262K ﹤0.01%
23,218
-379,286
BWMN icon
4133
Bowman Consulting
BWMN
$600M
$262K ﹤0.01%
9,128
+2,608
FRBA icon
4134
First Bank
FRBA
$390M
$262K ﹤0.01%
16,961
-20,594
FXE icon
4135
Invesco CurrencyShares Euro Currency Trust
FXE
$524M
$262K ﹤0.01%
+2,409
IYM icon
4136
iShares US Basic Materials ETF
IYM
$554M
$261K ﹤0.01%
1,863
-786
CLYM
4137
Climb Bio
CLYM
$123M
$261K ﹤0.01%
210,122
-96,302
AOMR
4138
Angel Oak Mortgage REIT
AOMR
$216M
$260K ﹤0.01%
27,609
-75,071
EGHAU
4139
EGH Acquisition Corp Unit
EGHAU
$260K ﹤0.01%
+25,500
PSCI icon
4140
Invesco S&P SmallCap Industrials ETF
PSCI
$144M
$260K ﹤0.01%
1,936
-3,612
DIEM icon
4141
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$23.6M
$259K ﹤0.01%
8,666
-446
NC icon
4142
NACCO Industries
NC
$339M
$259K ﹤0.01%
5,845
-3,619
APEI icon
4143
American Public Education
APEI
$596M
$259K ﹤0.01%
8,495
+720
CZNC icon
4144
Citizens & Northern Corp
CZNC
$342M
$258K ﹤0.01%
13,612
-12,950
RCAT icon
4145
Red Cat Holdings
RCAT
$1.02B
$258K ﹤0.01%
35,383
+35,272
TVACU
4146
Texas Ventures Acquisition III Corp Unit
TVACU
$257K ﹤0.01%
+25,000
KMTS
4147
Kestra Medical Technologies
KMTS
$1.36B
$256K ﹤0.01%
+15,469
DSGR icon
4148
Distribution Solutions Group
DSGR
$1.23B
$255K ﹤0.01%
9,301
+31
BCAX
4149
Bicara Therapeutics
BCAX
$804M
$255K ﹤0.01%
27,458
+5,664
PELIU
4150
Pelican Acquisition Corp Unit
PELIU
$83.2M
$255K ﹤0.01%
+25,000