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
GASS icon
4251
StealthGas
GASS
$253M
$198K ﹤0.01%
30,847
-41,185
KSA icon
4252
iShares MSCI Saudi Arabia ETF
KSA
$589M
$196K ﹤0.01%
5,097
PLBC icon
4253
Plumas Bancorp
PLBC
$292M
$196K ﹤0.01%
4,411
-7,466
HACK icon
4254
Amplify Cybersecurity ETF
HACK
$2.39B
$196K ﹤0.01%
2,270
-270
DIAL icon
4255
Columbia Diversified Fixed Income Allocation ETF
DIAL
$393M
$196K ﹤0.01%
10,742
-2,389
GAU
4256
Galiano Gold
GAU
$579M
$196K ﹤0.01%
+153,956
MAYT icon
4257
AllianzIM U.S. Large Cap Buffer10 May ETF
MAYT
$19.1M
$195K ﹤0.01%
5,604
REPX icon
4258
Riley Exploration Permian
REPX
$579M
$195K ﹤0.01%
7,438
+1,586
JBBB icon
4259
Janus Henderson B-BBB CLO ETF
JBBB
$1.5B
$194K ﹤0.01%
4,027
-4,379
PHGE icon
4260
BiomX
PHGE
$10.2M
$194K ﹤0.01%
430,000
PSNL icon
4261
Personalis
PSNL
$750M
$193K ﹤0.01%
29,491
+24,621
ASTL icon
4262
Algoma Steel
ASTL
$391M
$193K ﹤0.01%
28,009
-323,362
NWFL icon
4263
Norwood Financial Corp
NWFL
$250M
$193K ﹤0.01%
7,473
-6,260
FSTR icon
4264
Foster
FSTR
$279M
$192K ﹤0.01%
8,799
-7,361
JULZ icon
4265
TrueShares Structured Outcome July ETF
JULZ
$37.8M
$192K ﹤0.01%
+4,426
NXDT
4266
NexPoint Diversified Real Estate Trust
NXDT
$140M
$192K ﹤0.01%
45,888
-21,403
ZUMZ icon
4267
Zumiez
ZUMZ
$389M
$191K ﹤0.01%
14,431
-8,074
COMT icon
4268
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$649M
$191K ﹤0.01%
7,394
-2,045
SEVN
4269
Seven Hills Realty Trust
SEVN
$134M
$191K ﹤0.01%
15,829
-9,250
BAUG icon
4270
Innovator US Equity Buffer ETF August
BAUG
$223M
$191K ﹤0.01%
4,149
-4,392
SEPT icon
4271
AllianzIM U.S. Large Cap Buffer10 Sep ETF
SEPT
$103M
$189K ﹤0.01%
5,874
-130
QCLN icon
4272
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$549M
$189K ﹤0.01%
5,784
-2,564
CFA icon
4273
VictoryShares US 500 Volatility Wtd ETF
CFA
$535M
$187K ﹤0.01%
2,130
+1,813
FDBC icon
4274
Fidelity D&D Bancorp
FDBC
$259M
$187K ﹤0.01%
4,055
-4,304
SCJ icon
4275
iShares MSCI Japan Small-Cap ETF
SCJ
$156M
$187K ﹤0.01%
2,197
+1,382