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
EFAV icon
2251
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$8.5M ﹤0.01%
101,074
-544
YLD icon
2252
Principal Active High Yield ETF
YLD
$394M
$8.49M ﹤0.01%
438,298
-181,854
PI icon
2253
Impinj
PI
$4.33B
$8.49M ﹤0.01%
76,432
+28,397
AMKR icon
2254
Amkor Technology
AMKR
$7.9B
$8.49M ﹤0.01%
404,261
-193,538
HYD icon
2255
VanEck High Yield Muni ETF
HYD
$3.49B
$8.49M ﹤0.01%
168,997
+118,079
AMR icon
2256
Alpha Metallurgical Resources
AMR
$2.05B
$8.49M ﹤0.01%
75,437
+29,988
SMG icon
2257
ScottsMiracle-Gro
SMG
$3.37B
$8.45M ﹤0.01%
128,076
-399,067
HUT
2258
Hut 8
HUT
$3.89B
$8.44M ﹤0.01%
454,012
+350,112
VIRT icon
2259
Virtu Financial
VIRT
$3.02B
$8.44M ﹤0.01%
188,534
+16,404
IESC icon
2260
IES Holdings
IESC
$7.12B
$8.42M ﹤0.01%
28,414
-608
RWL icon
2261
Invesco S&P 500 Revenue ETF
RWL
$7.05B
$8.42M ﹤0.01%
80,706
-789
IBDR icon
2262
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$8.38M ﹤0.01%
345,761
+63,769
SMLF icon
2263
iShares US Small Cap Equity Factor ETF
SMLF
$2.3B
$8.37M ﹤0.01%
123,249
-49,984
VLY icon
2264
Valley National Bancorp
VLY
$6.01B
$8.36M ﹤0.01%
935,708
-177,334
MBIN icon
2265
Merchants Bancorp
MBIN
$1.47B
$8.35M ﹤0.01%
252,589
-15,474
HGV icon
2266
Hilton Grand Vacations
HGV
$3.39B
$8.3M ﹤0.01%
199,929
-141,048
PLOW icon
2267
Douglas Dynamics
PLOW
$718M
$8.28M ﹤0.01%
281,027
-44,392
CPF icon
2268
Central Pacific Financial
CPF
$798M
$8.27M ﹤0.01%
295,170
-24,614
HOG icon
2269
Harley-Davidson
HOG
$2.93B
$8.27M ﹤0.01%
350,468
-37,001
NSA icon
2270
National Storage Affiliates Trust
NSA
$2.25B
$8.27M ﹤0.01%
258,386
-53,961
HYLB icon
2271
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.83B
$8.25M ﹤0.01%
223,441
+204,868
TIMB icon
2272
TIM SA
TIMB
$11.1B
$8.25M ﹤0.01%
410,073
-12,770
ACIW icon
2273
ACI Worldwide
ACIW
$4.86B
$8.24M ﹤0.01%
179,569
-77,114
BOH icon
2274
Bank of Hawaii
BOH
$2.63B
$8.23M ﹤0.01%
121,944
-11,719
WCLD icon
2275
WisdomTree Cloud Computing Fund
WCLD
$321M
$8.23M ﹤0.01%
227,808
-374