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
MBCN icon
4276
Middlefield Banc Corp
MBCN
$274M
$186K ﹤0.01%
6,191
-6,460
PDLB icon
4277
Ponce Financial Group
PDLB
$374M
$186K ﹤0.01%
13,465
-17,821
RIGL icon
4278
Rigel Pharmaceuticals
RIGL
$689M
$186K ﹤0.01%
9,947
-45,480
GTIP icon
4279
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$179M
$186K ﹤0.01%
3,762
-693
RRBI icon
4280
Red River Bancshares
RRBI
$447M
$186K ﹤0.01%
3,164
-6,536
CSWC icon
4281
Capital Southwest
CSWC
$1.2B
$186K ﹤0.01%
8,423
-24,528
TLRY icon
4282
Tilray
TLRY
$1.45B
$186K ﹤0.01%
447,953
-180,714
FLGV icon
4283
Franklin US Treasury Bond ETF
FLGV
$1.07B
$185K ﹤0.01%
9,017
-4,162
SOHU
4284
Sohu.com
SOHU
$450M
$185K ﹤0.01%
13,896
+10,155
CMCL icon
4285
Caledonia Mining Corp
CMCL
$547M
$185K ﹤0.01%
9,559
+902
DDWM icon
4286
WisdomTree Dynamic International Equity Fund
DDWM
$835M
$184K ﹤0.01%
4,645
+414
BFLY icon
4287
Butterfly Network
BFLY
$621M
$184K ﹤0.01%
92,017
+91,012
TTSH icon
4288
Tile Shop Holdings
TTSH
$282M
$184K ﹤0.01%
28,875
-25,619
CELC icon
4289
Celcuity
CELC
$3.36B
$183K ﹤0.01%
13,711
-1,908
TSBK icon
4290
Timberland Bancorp
TSBK
$261M
$183K ﹤0.01%
5,858
-6,613
TAC icon
4291
TransAlta
TAC
$4.61B
$182K ﹤0.01%
16,903
-994,184
BPRN icon
4292
Princeton Bancorp
BPRN
$227M
$182K ﹤0.01%
5,971
-6,232
AKYA
4293
DELISTED
Akoya BioSciences
AKYA
$182K ﹤0.01%
139,973
-271,638
MXCT icon
4294
MaxCyte
MXCT
$165M
$182K ﹤0.01%
83,398
-8,926
SAR icon
4295
Saratoga Investment
SAR
$355M
$181K ﹤0.01%
7,313
-3,610
UPB
4296
Upstream Bio Inc
UPB
$1.29B
$181K ﹤0.01%
16,469
+1,275
PTF icon
4297
Invesco Dorsey Wright Technology Momentum ETF
PTF
$411M
$181K ﹤0.01%
2,643
-129
FULC icon
4298
Fulcrum Therapeutics
FULC
$441M
$180K ﹤0.01%
26,162
-183,731
SHIP icon
4299
Seanergy Maritime Holdings
SHIP
$186M
$180K ﹤0.01%
28,476
-65,062
RODM icon
4300
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.28B
$179K ﹤0.01%
5,238
-18,224