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
RH icon
2126
RH
RH
$2.88B
$10.3M ﹤0.01%
54,280
-31,906
AVA icon
2127
Avista
AVA
$3.33B
$10.2M ﹤0.01%
269,890
-213,056
APOG icon
2128
Apogee Enterprises
APOG
$711M
$10.2M ﹤0.01%
251,205
+48,837
WVE icon
2129
Wave Life Sciences
WVE
$1.12B
$10.2M ﹤0.01%
1,569,015
+390,078
DFUV icon
2130
Dimensional US Marketwide Value ETF
DFUV
$12.4B
$10.2M ﹤0.01%
241,144
-30,702
KMPR icon
2131
Kemper
KMPR
$2.22B
$10.2M ﹤0.01%
157,508
-1,369
AGNC icon
2132
AGNC Investment
AGNC
$10.9B
$10.2M ﹤0.01%
1,104,477
-212,320
HSII icon
2133
Heidrick & Struggles
HSII
$1.22B
$10.1M ﹤0.01%
220,223
+70,605
AVPT icon
2134
AvePoint
AVPT
$2.84B
$10.1M ﹤0.01%
521,207
-70,291
GH icon
2135
Guardant Health
GH
$12.3B
$10.1M ﹤0.01%
193,302
+17,079
MUSE
2136
TCW Multisector Credit Income ETF
MUSE
$50.5M
$10M ﹤0.01%
198,599
-1,401
BUFR icon
2137
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$10M ﹤0.01%
314,574
-135,274
QQEW icon
2138
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.89B
$9.98M ﹤0.01%
73,136
-119
ACHR icon
2139
Archer Aviation
ACHR
$5.26B
$9.97M ﹤0.01%
919,316
+480,571
DFSV icon
2140
Dimensional US Small Cap Value ETF
DFSV
$5.22B
$9.96M ﹤0.01%
338,387
+8,307
OIS icon
2141
Oil States International
OIS
$366M
$9.96M ﹤0.01%
1,857,880
+933,774
SNRE
2142
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$9.95M ﹤0.01%
175,983
+157,223
SUPN icon
2143
Supernus Pharmaceuticals
SUPN
$2.58B
$9.93M ﹤0.01%
315,101
-194,259
PLAY icon
2144
Dave & Buster's
PLAY
$501M
$9.9M ﹤0.01%
329,008
+195,834
SPHD icon
2145
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.09B
$9.89M ﹤0.01%
207,929
-86,383
FLG
2146
Flagstar Bank National Association
FLG
$4.58B
$9.87M ﹤0.01%
931,289
-1,540,208
BEAM icon
2147
Beam Therapeutics
BEAM
$2.2B
$9.87M ﹤0.01%
580,299
-175,022
FDL icon
2148
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.77B
$9.87M ﹤0.01%
235,729
-740,366
MD icon
2149
Pediatrix Medical
MD
$1.93B
$9.85M ﹤0.01%
686,498
-246,610
CNS icon
2150
Cohen & Steers
CNS
$3.31B
$9.85M ﹤0.01%
130,719
+22,786