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
VTOL icon
2351
Bristow Group
VTOL
$1.1B
$7.25M ﹤0.01%
219,865
+102,611
ZETA icon
2352
Zeta Global
ZETA
$4.45B
$7.25M ﹤0.01%
467,966
-7,757
MBWM icon
2353
Mercantile Bank Corp
MBWM
$740M
$7.24M ﹤0.01%
155,904
+65,823
HYMB icon
2354
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
$7.22M ﹤0.01%
291,506
-239,471
ONTF icon
2355
ON24
ONTF
$241M
$7.21M ﹤0.01%
1,328,089
-103,507
KW icon
2356
Kennedy-Wilson Holdings
KW
$1.33B
$7.2M ﹤0.01%
1,058,695
+64,889
VCTR icon
2357
Victory Capital Holdings
VCTR
$4.11B
$7.18M ﹤0.01%
112,724
+24,603
SHYM
2358
iShares Short Duration High Yield Muni Active ETF
SHYM
$397M
$7.17M ﹤0.01%
321,352
-25,864
ZTO icon
2359
ZTO Express
ZTO
$15.1B
$7.17M ﹤0.01%
403,665
+83,762
KAR icon
2360
Openlane
KAR
$2.7B
$7.16M ﹤0.01%
292,854
-77,431
DAC icon
2361
Danaos Corp
DAC
$1.74B
$7.14M ﹤0.01%
82,834
+23,593
AGGY icon
2362
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$808M
$7.14M ﹤0.01%
163,670
-279,591
NAGE
2363
Niagen Bioscience
NAGE
$558M
$7.14M ﹤0.01%
495,268
+201,972
CBLL
2364
CeriBell Inc
CBLL
$463M
$7.12M ﹤0.01%
380,003
+374,179
TFPM icon
2365
Triple Flag Precious Metals
TFPM
$6.37B
$7.1M ﹤0.01%
299,713
+264,082
COUR icon
2366
Coursera
COUR
$1.4B
$7.1M ﹤0.01%
810,046
-253,420
REYN icon
2367
Reynolds Consumer Products
REYN
$5.2B
$7.09M ﹤0.01%
330,811
+49,192
CLOA icon
2368
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.26B
$7.08M ﹤0.01%
136,347
+3,389
LC icon
2369
LendingClub
LC
$2.02B
$7.04M ﹤0.01%
585,163
+57,309
OSW icon
2370
OneSpaWorld
OSW
$2.15B
$7.03M ﹤0.01%
344,906
-78,264
IART icon
2371
Integra LifeSciences
IART
$938M
$7.03M ﹤0.01%
572,961
+263,229
MLN icon
2372
VanEck Long Muni ETF
MLN
$600M
$7.02M ﹤0.01%
415,844
+400,763
FLRN icon
2373
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
$7.01M ﹤0.01%
227,384
+54,222
RSMC
2374
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$719M
$7.01M ﹤0.01%
270,111
+125,724
UCTT icon
2375
Ultra Clean Holdings
UCTT
$1.11B
$6.98M ﹤0.01%
309,102
-121,290