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
PZT icon
4151
Invesco New York AMT-Free Municipal Bond ETF
PZT
$139M
$254K ﹤0.01%
11,752
+3,492
IVR icon
4152
Invesco Mortgage Capital
IVR
$548M
$254K ﹤0.01%
32,431
+1,234
ODP icon
4153
ODP
ODP
$840M
$253K ﹤0.01%
13,963
-13,025
EU
4154
enCore Energy
EU
$515M
$253K ﹤0.01%
88,311
-876
AXINU
4155
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$253K ﹤0.01%
+25,000
NBOS icon
4156
Neuberger Berman Option Strategy ETF
NBOS
$448M
$252K ﹤0.01%
9,667
-1,323,415
PLPC icon
4157
Preformed Line Products
PLPC
$1.05B
$252K ﹤0.01%
1,574
-1,507
ZGN icon
4158
Zegna
ZGN
$2.54B
$250K ﹤0.01%
29,298
+29,249
TRML
4159
DELISTED
Tourmaline Bio
TRML
$249K ﹤0.01%
15,599
-24,101
JANM
4160
FT U.S. Equity Max Buffer ETF - January
JANM
$31.9M
$249K ﹤0.01%
7,858
+349
GHM icon
4161
Graham Corp
GHM
$681M
$249K ﹤0.01%
5,028
-11,606
TSSI
4162
TSS Inc
TSSI
$464M
$249K ﹤0.01%
+8,626
MERC icon
4163
Mercer International
MERC
$119M
$249K ﹤0.01%
71,033
-130,582
SMTI icon
4164
Sanara MedTech
SMTI
$251M
$248K ﹤0.01%
8,742
-2,978
ZVRA icon
4165
Zevra Therapeutics
ZVRA
$531M
$248K ﹤0.01%
28,161
-977
USCB icon
4166
USCB Financial Holdings
USCB
$327M
$248K ﹤0.01%
14,991
-11,312
WEYS icon
4167
Weyco Group
WEYS
$312M
$248K ﹤0.01%
7,467
-4,990
HZO icon
4168
MarineMax
HZO
$507M
$246K ﹤0.01%
9,775
-3,041
PICK icon
4169
iShares MSCI Global Metals & Mining Producers ETF
PICK
$910M
$246K ﹤0.01%
6,535
-227
ILPT
4170
Industrial Logistics Properties Trust
ILPT
$371M
$245K ﹤0.01%
53,807
-72,299
PETS icon
4171
PetMed Express
PETS
$54.9M
$244K ﹤0.01%
73,403
-37,196
RMNY
4172
Rockefeller New York Municipal Bond ETF
RMNY
$17.3M
$244K ﹤0.01%
+10,145
TWFG
4173
TWFG Inc
TWFG
$391M
$242K ﹤0.01%
6,903
-20,495
FSP
4174
Franklin Street Properties
FSP
$119M
$240K ﹤0.01%
146,479
-79,776
CZFS icon
4175
Citizens Financial Services
CZFS
$275M
$240K ﹤0.01%
4,081
-4,050