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
KWT icon
4376
iShares MSCI Kuwait ETF
KWT
$85.1M
$153K ﹤0.01%
4,031
+826
KCHVU
4377
Kochav Defense Acquisition Corp Units
KCHVU
$153K ﹤0.01%
+15,000
LDI icon
4378
loanDepot
LDI
$611M
$152K ﹤0.01%
120,023
-154,303
WTBA icon
4379
West Bancorporation
WTBA
$370M
$152K ﹤0.01%
7,749
-20,597
PMBS
4380
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$753M
$152K ﹤0.01%
+3,100
SDS icon
4381
ProShares UltraShort S&P500
SDS
$452M
$151K ﹤0.01%
9,087
+835
GBFH
4382
GBank Financial Holdings
GBFH
$482M
$151K ﹤0.01%
+4,269
EML icon
4383
Eastern Company
EML
$116M
$151K ﹤0.01%
6,612
-3,920
LXP.PRC icon
4384
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$90M
$151K ﹤0.01%
3,258
-4,018
KG
4385
Kestrel Group
KG
$132M
$151K ﹤0.01%
5,689
-3,449
CRCT icon
4386
Cricut
CRCT
$1.02B
$151K ﹤0.01%
22,274
-2,661
BCBP icon
4387
BCB Bancorp
BCBP
$134M
$151K ﹤0.01%
17,899
-36,805
SLDP icon
4388
Solid Power
SLDP
$1.36B
$150K ﹤0.01%
68,508
-6,174
UEIC icon
4389
Universal Electronics
UEIC
$40.9M
$149K ﹤0.01%
22,538
-362
VABK icon
4390
Virginia National Bankshares
VABK
$222M
$149K ﹤0.01%
4,029
-3,202
SMC
4391
Summit Midstream
SMC
$286M
$149K ﹤0.01%
6,077
-3,046
DJAN icon
4392
FT Vest US Equity Deep Buffer ETF January
DJAN
$353M
$149K ﹤0.01%
3,693
-2,697
FVCB icon
4393
FVCBankcorp
FVCB
$224M
$149K ﹤0.01%
12,616
-13,577
TTAM
4394
Titan America SA
TTAM
$2.9B
$149K ﹤0.01%
+11,924
PBPB
4395
DELISTED
Potbelly
PBPB
$149K ﹤0.01%
12,139
-2,325
FUNC icon
4396
First United
FUNC
$235M
$148K ﹤0.01%
+4,777
QLTI
4397
GMO International Quality ETF
QLTI
$78.6M
$148K ﹤0.01%
+5,759
PTLC icon
4398
Pacer Trendpilot US Large Cap ETF
PTLC
$3.52B
$148K ﹤0.01%
2,910
-143,371
NVDS icon
4399
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$148M
$147K ﹤0.01%
+3,400
BST icon
4400
BlackRock Science and Technology Trust
BST
$1.44B
$147K ﹤0.01%
3,859
+1,033