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
SFNC icon
1826
Simmons First National
SFNC
$2.58B
$16M ﹤0.01%
842,646
+6,129
NGL icon
1827
NGL Energy Partners
NGL
$1.22B
$15.9M ﹤0.01%
3,735,256
-1,813,884
FQAL icon
1828
Fidelity Quality Factor ETF
FQAL
$1.12B
$15.9M ﹤0.01%
228,984
+51,744
BANC icon
1829
Banc of California
BANC
$2.64B
$15.9M ﹤0.01%
1,134,614
+24,039
ESTA icon
1830
Establishment Labs
ESTA
$1.88B
$15.9M ﹤0.01%
373,112
+5,919
SEZL icon
1831
Sezzle
SEZL
$1.8B
$15.9M ﹤0.01%
88,890
+75,292
RPG icon
1832
Invesco S&P 500 Pure Growth ETF
RPG
$1.67B
$15.9M ﹤0.01%
347,785
+135,771
TNL icon
1833
Travel + Leisure Co
TNL
$4.1B
$15.9M ﹤0.01%
307,428
-38,815
SCHM icon
1834
Schwab US Mid-Cap ETF
SCHM
$13.3B
$15.9M ﹤0.01%
565,596
+12,904
VSS icon
1835
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.82B
$15.9M ﹤0.01%
117,983
-3,138
PAG icon
1836
Penske Automotive Group
PAG
$10.5B
$15.8M ﹤0.01%
92,214
-5,598
ETWO
1837
DELISTED
E2open Parent Holdings
ETWO
$15.8M ﹤0.01%
4,887,211
+4,696,435
WKC icon
1838
World Kinect Corp
WKC
$1.38B
$15.8M ﹤0.01%
556,528
-102,630
DON icon
1839
WisdomTree US MidCap Dividend Fund
DON
$3.69B
$15.8M ﹤0.01%
314,509
+2,064
ACT icon
1840
Enact Holdings
ACT
$5.43B
$15.7M ﹤0.01%
423,949
-222,543
BBIB icon
1841
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF
BBIB
$22.9M
$15.7M ﹤0.01%
158,736
+9,188
PACS icon
1842
PACS Group
PACS
$1.66B
$15.7M ﹤0.01%
1,214,427
-113,544
SKE
1843
Skeena Resources
SKE
$2.16B
$15.7M ﹤0.01%
985,495
+220,334
AKR icon
1844
Acadia Realty Trust
AKR
$2.63B
$15.7M ﹤0.01%
844,550
-164,130
CRSP icon
1845
CRISPR Therapeutics
CRSP
$4.87B
$15.6M ﹤0.01%
321,094
+25,107
IONS icon
1846
Ionis Pharmaceuticals
IONS
$11.3B
$15.6M ﹤0.01%
394,978
-26,533
FIHL icon
1847
Fidelis Insurance
FIHL
$1.96B
$15.5M ﹤0.01%
937,527
+720,734
CNOB icon
1848
Center Bancorp
CNOB
$1.22B
$15.5M ﹤0.01%
670,727
-39,337
SCSC icon
1849
Scansource
SCSC
$895M
$15.5M ﹤0.01%
371,320
-43,167
OCFC icon
1850
OceanFirst Financial
OCFC
$1.04B
$15.5M ﹤0.01%
881,504
-121,490