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
ZMAR
5951
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$104M
-5,955
XAGE
5952
DELISTED
Longevity Health Holdings, Inc. Common Stock
XAGE
0
USAR
5953
USA Rare Earth Inc
USAR
$2.24B
-3,102
UYSCU
5954
UY Scuti Acquisition Corp Units
UYSCU
-44,500
MCHPP
5955
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
-158,206
LGF.B
5956
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
-176,224
LGF.A
5957
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-214,345
EVBN
5958
DELISTED
Evans Bancorp Inc
EVBN
-510
BERY
5959
DELISTED
Berry Global Group, Inc.
BERY
-889,713
BECN
5960
DELISTED
Beacon Roofing Supply, Inc.
BECN
-1,881,520
PITAW
5961
DELISTED
Heramba Electric plc Warrants
PITAW
0
SPRB
5962
Spruce Biosciences
SPRB
$109M
-1
MKFG
5963
DELISTED
Markforged Holding Corporation
MKFG
-53
OCEA
5964
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
-233
ENFN
5965
DELISTED
Enfusion, Inc.
ENFN
-126,693
FFNW
5966
DELISTED
First Financial Northwest, Inc
FFNW
-6,422
EQC
5967
DELISTED
Equity Commonwealth
EQC
-104,387
FNA
5968
DELISTED
Paragon 28, Inc.
FNA
-231,608
CMRX
5969
DELISTED
Chimerix, Inc.
CMRX
-1,523,742
PDCO
5970
DELISTED
Patterson Companies, Inc.
PDCO
-1,257,241
ENZ
5971
DELISTED
Enzo Biochem, Inc.
ENZ
-1,915
AMPS
5972
DELISTED
Altus Power
AMPS
-185,422
PYCR
5973
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
-1,911,433
PEV
5974
DELISTED
Phoenix Motor Inc. Common Stock
PEV
-4
ATSG
5975
DELISTED
Air Transport Services Group
ATSG
-348,672