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
KE
4176
Kimball Electronics
KE
$679M
$239K ﹤0.01%
12,435
-23,887
CRSR icon
4177
Corsair Gaming
CRSR
$695M
$238K ﹤0.01%
25,289
+3,454
CSAN icon
4178
Cosan
CSAN
$4.87B
$236K ﹤0.01%
46,823
+45,841
ACNB icon
4179
ACNB Corp
ACNB
$502M
$236K ﹤0.01%
5,501
-3,865
BSM icon
4180
Black Stone Minerals
BSM
$2.89B
$235K ﹤0.01%
17,982
-98,372
JKS
4181
JinkoSolar
JKS
$1.45B
$235K ﹤0.01%
11,082
+10,941
TUA icon
4182
Simplify Short Term Treasury Futures Strategy ETF
TUA
$631M
$233K ﹤0.01%
10,595
+10,585
SFST icon
4183
Southern First Bancshares
SFST
$399M
$233K ﹤0.01%
6,137
-6,816
SHBI icon
4184
Shore Bancshares
SHBI
$549M
$233K ﹤0.01%
14,840
-37,530
SQM icon
4185
Sociedad Química y Minera de Chile
SQM
$14.8B
$233K ﹤0.01%
6,612
-5,872
VTLE icon
4186
Vital Energy
VTLE
$703M
$233K ﹤0.01%
14,493
-9,852
BORR
4187
Borr Drilling
BORR
$966M
$233K ﹤0.01%
127,247
-15,382
NNDM
4188
Nano Dimension
NNDM
$343M
$232K ﹤0.01%
143,458
+142,226
YORW icon
4189
York Water
YORW
$465M
$232K ﹤0.01%
7,351
-7,708
STIM icon
4190
Neuronetics
STIM
$151M
$232K ﹤0.01%
66,342
+66,308
DYLD icon
4191
LeaderShares Dynamic Yield ETF
DYLD
$48.8M
$231K ﹤0.01%
+10,204
NUVB icon
4192
Nuvation Bio
NUVB
$1.71B
$230K ﹤0.01%
117,944
+30,830
INZY
4193
DELISTED
Inozyme Pharma
INZY
$230K ﹤0.01%
57,434
+26,263
PACK icon
4194
Ranpak Holdings
PACK
$430M
$229K ﹤0.01%
64,074
-210,829
CPAI icon
4195
Counterpoint Quantitative Equity ETF
CPAI
$115M
$228K ﹤0.01%
6,130
+286
RGCO icon
4196
RGC Resources
RGCO
$218M
$228K ﹤0.01%
10,176
-6,801
SPIR icon
4197
Spire Global
SPIR
$275M
$228K ﹤0.01%
19,119
+8,395
VLN icon
4198
Valens Semiconductor
VLN
$185M
$226K ﹤0.01%
86,081
+69,439
EWD icon
4199
iShares MSCI Sweden ETF
EWD
$327M
$226K ﹤0.01%
4,946
-63,610
BSEP icon
4200
Innovator US Equity Buffer ETF September
BSEP
$232M
$226K ﹤0.01%
5,000
+4,425