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
SCHB icon
1526
Schwab US Broad Market ETF
SCHB
$37.4B
$26.8M ﹤0.01%
1,122,755
+25,441
FTEC icon
1527
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
$26.7M ﹤0.01%
135,518
+13,927
AVNT icon
1528
Avient
AVNT
$2.76B
$26.7M ﹤0.01%
825,965
+50,456
ACI icon
1529
Albertsons Companies
ACI
$9.87B
$26.7M ﹤0.01%
1,240,670
+121,660
HELO icon
1530
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.48B
$26.7M ﹤0.01%
425,936
+20,827
TTMI icon
1531
TTM Technologies
TTMI
$6.52B
$26.6M ﹤0.01%
652,034
+57,606
USXF icon
1532
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$26.6M ﹤0.01%
493,030
-131,534
PENN icon
1533
PENN Entertainment
PENN
$1.97B
$26.5M ﹤0.01%
1,481,728
+393,198
FLCE
1534
Frontier Asset U.S. Large Cap Equity ETF
FLCE
$55.5M
$26.5M ﹤0.01%
1,007,917
+85,810
NAMS icon
1535
NewAmsterdam Pharma
NAMS
$4.13B
$26.4M ﹤0.01%
1,458,897
+467,579
MATX icon
1536
Matsons
MATX
$3.32B
$26.4M ﹤0.01%
237,013
-93,664
VAL icon
1537
Valaris
VAL
$3.94B
$26.3M ﹤0.01%
625,505
+219,536
IWL icon
1538
iShares Russell Top 200 ETF
IWL
$1.89B
$26.3M ﹤0.01%
172,008
+3,762
OTTR icon
1539
Otter Tail
OTTR
$3.56B
$26.3M ﹤0.01%
341,495
+57,751
SSRM icon
1540
SSR Mining
SSRM
$4.3B
$26.3M ﹤0.01%
2,062,354
-132,937
AVDX
1541
DELISTED
AvidXchange
AVDX
$26.2M ﹤0.01%
2,674,234
+2,327,268
DAY icon
1542
Dayforce
DAY
$11B
$26.1M ﹤0.01%
471,931
-63,427
FGSM
1543
Frontier Asset Global Small Cap Equity ETF
FGSM
$60.6M
$26.1M ﹤0.01%
967,295
-198,662
FRME icon
1544
First Merchants
FRME
$2.09B
$26M ﹤0.01%
678,165
-57,963
QCRH icon
1545
QCR Holdings
QCRH
$1.31B
$25.9M ﹤0.01%
381,882
-26,920
LADR
1546
Ladder Capital
LADR
$1.36B
$25.9M ﹤0.01%
2,410,087
-115,325
WBA
1547
DELISTED
Walgreens Boots Alliance
WBA
$25.9M ﹤0.01%
2,253,030
-4,038,681
DXJ icon
1548
WisdomTree Japan Hedged Equity Fund
DXJ
$4.11B
$25.7M ﹤0.01%
225,256
-248,218
SR icon
1549
Spire
SR
$5.26B
$25.7M ﹤0.01%
352,377
-23,824
LOAR icon
1550
Loar Holdings
LOAR
$6.42B
$25.7M ﹤0.01%
298,345
-210,063