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
RMBI icon
4801
Richmond Mutual Bancorp
RMBI
$128M
$59.8K ﹤0.01%
4,333
+4,319
SEAT icon
4802
Vivid Seats
SEAT
$101M
$59.4K ﹤0.01%
1,758
-289
EDOW icon
4803
First Trust Dow 30 Equal Weight ETF
EDOW
$234M
$59.2K ﹤0.01%
1,544
-972
LAKE icon
4804
Lakeland Industries
LAKE
$159M
$58.9K ﹤0.01%
+4,328
HPE.PRC
4805
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$1.97B
$58.9K ﹤0.01%
1,000
-7,200
PHVS icon
4806
Pharvaris
PHVS
$1.66B
$58.8K ﹤0.01%
3,342
+783
EBMT icon
4807
Eagle Bancorp Montana
EBMT
$131M
$58.7K ﹤0.01%
3,520
+2,456
JMBS icon
4808
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.43B
$58.6K ﹤0.01%
1,301
+199
ALTO icon
4809
Alto Ingredients
ALTO
$148M
$58.4K ﹤0.01%
50,787
+50,785
HYLS icon
4810
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$58.2K ﹤0.01%
1,392
+841
GBTC icon
4811
Grayscale Bitcoin Trust
GBTC
$40.6B
$58.1K ﹤0.01%
685
-689
OVBC icon
4812
Ohio Valley Banc Corp
OVBC
$167M
$58.1K ﹤0.01%
+1,802
SLND icon
4813
Southland Holdings
SLND
$260M
$57.9K ﹤0.01%
13,853
-7,518
FPH icon
4814
Five Point Holdings
FPH
$439M
$57.8K ﹤0.01%
10,514
-50,521
TRMD icon
4815
TORM
TRMD
$2.3B
$57.8K ﹤0.01%
3,470
KOD icon
4816
Kodiak Sciences
KOD
$1.07B
$57.7K ﹤0.01%
15,469
+40
UBFO icon
4817
United Security Bancshares
UBFO
$172M
$57.6K ﹤0.01%
6,660
+6,567
LARK icon
4818
Landmark Bancorp
LARK
$153M
$57.6K ﹤0.01%
2,178
+2,153
TOI icon
4819
The Oncology Institute
TOI
$321M
$57.3K ﹤0.01%
27,935
+27,881
NB
4820
NioCorp Developments
NB
$689M
$57.2K ﹤0.01%
24,533
+24,482
SOR
4821
Source Capital
SOR
$377M
$57.1K ﹤0.01%
1,317
MINO icon
4822
PIMCO Municipal Income Opportunities Active ETF
MINO
$359M
$57K ﹤0.01%
1,288
-102,293
BAMB icon
4823
Brookstone Intermediate Bond ETF
BAMB
$64.4M
$57K ﹤0.01%
+2,161
FAB icon
4824
First Trust Multi Cap Value AlphaDEX Fund
FAB
$122M
$56.9K ﹤0.01%
700
-403
DBO icon
4825
Invesco DB Oil Fund
DBO
$215M
$56.8K ﹤0.01%
4,297
-348