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
BJUN icon
4226
Innovator US Equity Buffer ETF June
BJUN
$180M
$206K ﹤0.01%
4,714
-11,200
SNCR icon
4227
Synchronoss Technologies
SNCR
$64M
$206K ﹤0.01%
30,072
-40,117
GWRS icon
4228
Global Water Resources
GWRS
$277M
$206K ﹤0.01%
20,181
+573
IUS icon
4229
Invesco RAFI Strategic US ETF
IUS
$684M
$206K ﹤0.01%
3,991
-7,027
REZ icon
4230
iShares Residential and Multisector Real Estate ETF
REZ
$810M
$205K ﹤0.01%
2,493
-1,194
QQQJ icon
4231
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$717M
$205K ﹤0.01%
6,407
+636
FSFG icon
4232
First Savings Financial Group
FSFG
$212M
$205K ﹤0.01%
8,173
+8,143
KRO icon
4233
KRONOS Worldwide
KRO
$551M
$204K ﹤0.01%
32,901
-9,446
BWFG icon
4234
Bankwell Financial Group
BWFG
$355M
$204K ﹤0.01%
5,658
-7,789
PKBK icon
4235
Parke Bancorp
PKBK
$254M
$203K ﹤0.01%
9,961
-9,557
BIRK icon
4236
Birkenstock
BIRK
$7.23B
$203K ﹤0.01%
4,123
-81,005
AMRK icon
4237
A-Mark Precious Metals
AMRK
$641M
$202K ﹤0.01%
9,115
-59
KOCT icon
4238
Innovator US Small Cap Power Buffer ETF October
KOCT
$109M
$202K ﹤0.01%
6,623
AEHR icon
4239
Aehr Test Systems
AEHR
$695M
$201K ﹤0.01%
15,576
+1,145
BAPR icon
4240
Innovator US Equity Buffer ETF April
BAPR
$343M
$201K ﹤0.01%
4,454
+3,454
KBWD icon
4241
Invesco KBW High Dividend Yield Financial ETF
KBWD
$417M
$201K ﹤0.01%
14,479
-2,341
PSFE icon
4242
Paysafe
PSFE
$622M
$201K ﹤0.01%
15,902
-480
LSPD icon
4243
Lightspeed Commerce
LSPD
$1.79B
$201K ﹤0.01%
17,137
PSIX
4244
Power Solutions International
PSIX
$1.43B
$200K ﹤0.01%
3,097
+821
BLCO icon
4245
Bausch + Lomb
BLCO
$5.82B
$200K ﹤0.01%
+15,388
PINE
4246
Alpine Income Property Trust
PINE
$230M
$200K ﹤0.01%
13,608
-9,518
DC icon
4247
Dakota Gold
DC
$475M
$200K ﹤0.01%
54,087
-76,627
KXI icon
4248
iShares Global Consumer Staples ETF
KXI
$859M
$198K ﹤0.01%
3,027
+123
BELFA icon
4249
Bel Fuse Inc Class A
BELFA
$1.67B
$198K ﹤0.01%
2,201
-111,881
XBJA icon
4250
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$92.5M
$198K ﹤0.01%
6,561