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
MTGP icon
4351
WisdomTree Mortgage Plus Bond Fund
MTGP
$67.2M
$161K ﹤0.01%
3,620
+45
SMLR icon
4352
Semler Scientific
SMLR
$414M
$161K ﹤0.01%
4,143
+776
SEPM
4353
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$20.5M
$160K ﹤0.01%
5,213
-416
XNTK icon
4354
State Street SPDR NYSE Technology ETF
XNTK
$1.47B
$160K ﹤0.01%
674
-50
GEVO icon
4355
Gevo
GEVO
$505M
$160K ﹤0.01%
121,305
+109,363
TPZ
4356
Tortoise Power & Energy Infrastructure Fund
TPZ
$124M
$160K ﹤0.01%
7,800
+5,463
XJUL icon
4357
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$48.3M
$159K ﹤0.01%
4,281
+1,054
NATH icon
4358
Nathan's Famous
NATH
$414M
$157K ﹤0.01%
1,423
-5,101
CMRC
4359
Commerce.com Inc Series 1
CMRC
$422M
$157K ﹤0.01%
31,321
-59,197
III icon
4360
Information Services Group
III
$249M
$157K ﹤0.01%
32,615
-41,114
SVRA icon
4361
Savara
SVRA
$872M
$156K ﹤0.01%
68,508
-2,115,152
KJAN icon
4362
Innovator US Small Cap Power Buffer ETF January
KJAN
$290M
$156K ﹤0.01%
4,165
+3,887
MVIS icon
4363
Microvision
MVIS
$322M
$156K ﹤0.01%
136,739
+22,824
FXU icon
4364
First Trust Utilities AlphaDEX Fund
FXU
$1.79B
$155K ﹤0.01%
3,667
+280
AIP icon
4365
Arteris
AIP
$678M
$155K ﹤0.01%
16,293
-98,802
MCFT icon
4366
MasterCraft Boat Holdings
MCFT
$312M
$155K ﹤0.01%
8,353
-371
HFFG icon
4367
HF Foods Group
HFFG
$118M
$155K ﹤0.01%
48,796
-34,365
ZIP icon
4368
ZipRecruiter
ZIP
$395M
$155K ﹤0.01%
30,962
-124,815
HLLY icon
4369
Holley
HLLY
$457M
$155K ﹤0.01%
77,512
+51,247
INMU icon
4370
BlackRock Intermediate Muni Income Bond ETF
INMU
$155M
$155K ﹤0.01%
+6,608
JULT icon
4371
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
$85.3M
$154K ﹤0.01%
3,691
-1,680
ACNT icon
4372
Ascent Industries
ACNT
$123M
$154K ﹤0.01%
12,207
+12,197
JBIO
4373
Jade Biosciences
JBIO
$451M
$154K ﹤0.01%
15,367
+13,205
RR icon
4374
Richtech Robotics
RR
$720M
$153K ﹤0.01%
78,489
+32,684
IPODU
4375
Dune Acquisition Corp II Units
IPODU
$153K ﹤0.01%
+15,000