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
ONEQ icon
2151
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.08B
$9.85M ﹤0.01%
122,938
-228,183
IIPR icon
2152
Innovative Industrial Properties
IIPR
$1.37B
$9.84M ﹤0.01%
178,271
+58,915
OUNZ icon
2153
VanEck Merk Gold Trust
OUNZ
$2.24B
$9.84M ﹤0.01%
308,445
+104,671
ALRM icon
2154
Alarm.com
ALRM
$2.5B
$9.83M ﹤0.01%
173,803
-11,089
KFY icon
2155
Korn Ferry
KFY
$3.39B
$9.82M ﹤0.01%
133,953
-189,822
CSGS icon
2156
CSG Systems International
CSGS
$2.23B
$9.79M ﹤0.01%
149,891
-182,179
SXI icon
2157
Standex International
SXI
$2.76B
$9.78M ﹤0.01%
62,517
+5,119
PDP icon
2158
Invesco Dorsey Wright Momentum ETF
PDP
$1.29B
$9.78M ﹤0.01%
90,032
+863
IETC icon
2159
iShares US Tech Independence Focused ETF
IETC
$907M
$9.77M ﹤0.01%
103,959
+72,280
MDU icon
2160
MDU Resources
MDU
$4.18B
$9.73M ﹤0.01%
583,436
-235,625
EPC icon
2161
Edgewell Personal Care
EPC
$845M
$9.72M ﹤0.01%
415,090
-74,009
CNXC icon
2162
Concentrix
CNXC
$2.2B
$9.69M ﹤0.01%
183,405
-17,865
FEGE
2163
First Eagle Global Equity ETF
FEGE
$560M
$9.69M ﹤0.01%
240,100
+22,723
SRRK icon
2164
Scholar Rock
SRRK
$3.59B
$9.69M ﹤0.01%
273,587
+198,440
ANDE icon
2165
Andersons Inc
ANDE
$1.66B
$9.68M ﹤0.01%
263,397
-90,988
GBCI icon
2166
Glacier Bancorp
GBCI
$5.44B
$9.68M ﹤0.01%
224,636
-191,827
AWI icon
2167
Armstrong World Industries
AWI
$7.85B
$9.67M ﹤0.01%
59,557
+6,091
CLDT
2168
Chatham Lodging
CLDT
$321M
$9.67M ﹤0.01%
1,387,991
-138,719
CBRL icon
2169
Cracker Barrel
CBRL
$658M
$9.67M ﹤0.01%
158,244
-10,500
DDS icon
2170
Dillards
DDS
$10.1B
$9.64M ﹤0.01%
23,077
+9,271
FTSM icon
2171
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
$9.64M ﹤0.01%
161,039
+15,592
HTGC icon
2172
Hercules Capital
HTGC
$3.19B
$9.62M ﹤0.01%
526,369
-154,457
GLDD icon
2173
Great Lakes Dredge & Dock
GLDD
$834M
$9.62M ﹤0.01%
789,276
+166,166
NE icon
2174
Noble Corp
NE
$4.73B
$9.62M ﹤0.01%
362,204
-25,176
EMLP icon
2175
First Trust North American Energy Infrastructure Fund
EMLP
$3.36B
$9.61M ﹤0.01%
256,202
-44,458