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
CDRE icon
2301
Cadre Holdings
CDRE
$1.76B
$7.86M ﹤0.01%
246,931
+42,492
BFST icon
2302
Business First Bancshares
BFST
$748M
$7.86M ﹤0.01%
318,836
-29,796
CGDV icon
2303
Capital Group Dividend Value ETF
CGDV
$22.5B
$7.83M ﹤0.01%
198,313
-3,408
COMP icon
2304
Compass
COMP
$5.42B
$7.83M ﹤0.01%
1,246,538
+613,512
ADMA icon
2305
ADMA Biologics
ADMA
$3.74B
$7.8M ﹤0.01%
428,303
-353,891
SPMD icon
2306
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$7.77M ﹤0.01%
142,911
+20,429
UIS icon
2307
Unisys
UIS
$191M
$7.77M ﹤0.01%
1,714,693
+272,627
OLN icon
2308
Olin
OLN
$2.37B
$7.77M ﹤0.01%
386,566
-555,885
RDWR icon
2309
Radware
RDWR
$974M
$7.74M ﹤0.01%
262,919
-86,714
HTO
2310
H2O America
HTO
$1.7B
$7.72M ﹤0.01%
148,507
+30,748
TNET icon
2311
TriNet
TNET
$2.69B
$7.69M ﹤0.01%
105,204
+1,862
ARQT icon
2312
Arcutis Biotherapeutics
ARQT
$2.8B
$7.69M ﹤0.01%
548,789
+5,407
LONZ icon
2313
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$648M
$7.69M ﹤0.01%
+150,716
EWG icon
2314
iShares MSCI Germany ETF
EWG
$2.13B
$7.68M ﹤0.01%
181,631
+107,836
IMVT icon
2315
Immunovant
IMVT
$4B
$7.65M ﹤0.01%
478,263
-174,456
LYFT icon
2316
Lyft
LYFT
$9.5B
$7.63M ﹤0.01%
484,046
-899,563
HG icon
2317
Hamilton Insurance Group
HG
$2.58B
$7.61M ﹤0.01%
352,085
-324,966
PINC icon
2318
Premier
PINC
$2.33B
$7.61M ﹤0.01%
347,002
-323,613
PHYS icon
2319
Sprott Physical Gold
PHYS
$15.2B
$7.59M ﹤0.01%
299,483
-236,521
IPI icon
2320
Intrepid Potash
IPI
$350M
$7.59M ﹤0.01%
212,308
-266,500
TBIL
2321
US Treasury 3 Month Bill ETF
TBIL
$5.95B
$7.57M ﹤0.01%
151,383
+151,075
LTC
2322
LTC Properties
LTC
$1.71B
$7.57M ﹤0.01%
218,658
-27,631
JIG icon
2323
JPMorgan International Growth ETF
JIG
$152M
$7.57M ﹤0.01%
105,822
-2,012
FTSL icon
2324
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$7.57M ﹤0.01%
164,889
-25,275
MBLY icon
2325
Mobileye
MBLY
$10.1B
$7.56M ﹤0.01%
420,304
+332,169