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
BRFS
4201
DELISTED
BRF SA
BRFS
$226K ﹤0.01%
61,829
+56,842
SAMG icon
4202
Silvercrest Asset Management
SAMG
$113M
$225K ﹤0.01%
14,209
-7,497
PSI icon
4203
Invesco Semiconductors ETF
PSI
$889M
$224K ﹤0.01%
3,744
WPP icon
4204
WPP
WPP
$4.29B
$224K ﹤0.01%
6,397
+2,355
BRT
4205
BRT Apartments
BRT
$276M
$223K ﹤0.01%
14,289
-5,426
MCHB
4206
Mechanics Bancorp
MCHB
$3.05B
$223K ﹤0.01%
17,053
-18,107
CALF icon
4207
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.05B
$223K ﹤0.01%
5,591
-6,754
AMBC icon
4208
Ambac
AMBC
$468M
$222K ﹤0.01%
31,231
-32,188
KMDA icon
4209
Kamada
KMDA
$406M
$221K ﹤0.01%
28,542
-41,459
GRVY
4210
GRAVITY
GRVY
$414M
$220K ﹤0.01%
3,457
+3,157
PKOH icon
4211
Park-Ohio Holdings
PKOH
$282M
$217K ﹤0.01%
12,175
-6,752
CUK icon
4212
Carnival PLC
CUK
$31.9B
$216K ﹤0.01%
8,479
-4,835
EFIV icon
4213
State Street SPDR S&P 500 ESG ETF
EFIV
$1.21B
$216K ﹤0.01%
3,694
+846
FICS icon
4214
First Trust International Developed Capital Strength ETF
FICS
$219M
$216K ﹤0.01%
5,490
+3,781
EBF icon
4215
Ennis
EBF
$434M
$216K ﹤0.01%
11,896
-700
VTEX icon
4216
VTEX
VTEX
$744M
$216K ﹤0.01%
32,667
-12,451
PDYN icon
4217
Palladyne AI
PDYN
$286M
$215K ﹤0.01%
24,862
+12,065
NRDS icon
4218
NerdWallet
NRDS
$1.05B
$215K ﹤0.01%
19,576
+2,161
GSM icon
4219
FerroAtlántica
GSM
$694M
$214K ﹤0.01%
58,361
+20,660
HTLD icon
4220
Heartland Express
HTLD
$596M
$210K ﹤0.01%
24,309
-219,038
DFIP icon
4221
Dimensional Inflation-Protected Securities ETF
DFIP
$1B
$209K ﹤0.01%
5,000
+10
GENC icon
4222
Gencor Industries
GENC
$198M
$209K ﹤0.01%
14,903
-8,106
ATYR
4223
aTyr Pharma
ATYR
$77.1M
$208K ﹤0.01%
+41,107
DNA icon
4224
Ginkgo Bioworks
DNA
$501M
$208K ﹤0.01%
18,467
-137,029
TUR icon
4225
iShares MSCI Turkey ETF
TUR
$163M
$207K ﹤0.01%
+6,421