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
SCPH
4726
DELISTED
scPharmaceuticals
SCPH
$69.6K ﹤0.01%
18,272
-4,117
MDV
4727
Modiv Industrial
MDV
$149M
$69.5K ﹤0.01%
4,935
+4,420
PBYI icon
4728
Puma Biotechnology
PBYI
$250M
$69.4K ﹤0.01%
20,245
-28,107
BUFF icon
4729
Innovator Laddered Allocation Power Buffer ETF
BUFF
$812M
$69.2K ﹤0.01%
1,473
-12
XTWO icon
4730
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$148M
$69.2K ﹤0.01%
+1,396
EP icon
4731
Empire Petroleum
EP
$105M
$69.1K ﹤0.01%
13,087
-11,992
VIRC icon
4732
Virco
VIRC
$112M
$69.1K ﹤0.01%
8,657
-22,531
RCEL icon
4733
Avita Medical
RCEL
$116M
$69.1K ﹤0.01%
13,056
+463
HQI icon
4734
HireQuest
HQI
$138M
$68.8K ﹤0.01%
6,876
-2,864
MNPR icon
4735
Monopar Therapeutics
MNPR
$504M
$68.7K ﹤0.01%
1,921
+1,821
ARAY icon
4736
Accuray
ARAY
$134M
$68.3K ﹤0.01%
49,866
-217,750
BHR
4737
Braemar Hotels & Resorts
BHR
$192M
$68.3K ﹤0.01%
27,861
-14,722
EVC icon
4738
Entravision Communication
EVC
$266M
$68.2K ﹤0.01%
29,415
-1,153
GAIA icon
4739
Gaia
GAIA
$109M
$68.1K ﹤0.01%
15,509
+14,911
ACIO icon
4740
Aptus Collared Investment Opportunity ETF
ACIO
$2.17B
$68K ﹤0.01%
1,643
-16,814
SGC icon
4741
Superior Group of Companies
SGC
$148M
$68K ﹤0.01%
6,601
-5,711
VTES icon
4742
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$67.6K ﹤0.01%
670
-42
BBCP icon
4743
Concrete Pumping Holdings
BBCP
$318M
$67.3K ﹤0.01%
10,948
-20,978
EPSN icon
4744
Epsilon Energy
EPSN
$107M
$67.2K ﹤0.01%
9,100
+9,062
SNDA icon
4745
Sonida Senior Living
SNDA
$602M
$67.1K ﹤0.01%
2,691
+367
EFSI
4746
Eagle Financial Services Inc
EFSI
$193M
$66.7K ﹤0.01%
+2,179
PSEP icon
4747
Innovator US Equity Power Buffer ETF September
PSEP
$995M
$66.7K ﹤0.01%
1,630
-2,509
ADME icon
4748
Aptus Behavioral Momentum ETF
ADME
$247M
$66.5K ﹤0.01%
1,380
-1,615
IPX
4749
IperionX
IPX
$1.14B
$66.3K ﹤0.01%
+2,106
PANL icon
4750
Pangaea Logistics
PANL
$424M
$66.2K ﹤0.01%
14,092
-82,424