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
AAMI
2376
Acadian Asset Management
AAMI
$1.54B
$6.96M ﹤0.01%
197,609
-41,663
MTX icon
2377
Minerals Technologies
MTX
$1.79B
$6.95M ﹤0.01%
126,141
-38,840
NICE icon
2378
Nice
NICE
$8.15B
$6.94M ﹤0.01%
41,098
+15
EGO icon
2379
Eldorado Gold
EGO
$5.67B
$6.9M ﹤0.01%
339,370
+313,449
BNTX icon
2380
BioNTech
BNTX
$25B
$6.9M ﹤0.01%
64,774
+63,002
JMHI icon
2381
JPMorgan High Yield Municipal ETF
JMHI
$224M
$6.89M ﹤0.01%
138,337
-684
WB icon
2382
Weibo
WB
$2.52B
$6.86M ﹤0.01%
720,348
+599,700
HSTM icon
2383
HealthStream
HSTM
$729M
$6.86M ﹤0.01%
247,905
+186,231
SARO
2384
StandardAero Inc
SARO
$8.56B
$6.83M ﹤0.01%
215,870
+6,269
SPGM icon
2385
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.27B
$6.83M ﹤0.01%
99,002
+85,632
ATRC icon
2386
AtriCure
ATRC
$1.58B
$6.83M ﹤0.01%
208,271
-46,195
QYLD icon
2387
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.42B
$6.78M ﹤0.01%
405,374
+12,914
LCTD icon
2388
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$252M
$6.78M ﹤0.01%
133,206
-8,469
CGGO icon
2389
Capital Group Global Growth Equity ETF
CGGO
$7.34B
$6.77M ﹤0.01%
211,635
+193,351
EVRI
2390
DELISTED
Everi Holdings
EVRI
$6.75M ﹤0.01%
473,852
-100,160
SEM icon
2391
Select Medical
SEM
$1.65B
$6.75M ﹤0.01%
444,415
+86,343
HUBG icon
2392
HUB Group
HUBG
$2.18B
$6.74M ﹤0.01%
201,557
-50,674
JOE icon
2393
St. Joe Company
JOE
$3.38B
$6.74M ﹤0.01%
141,201
+7,739
MRCY icon
2394
Mercury Systems
MRCY
$4.28B
$6.73M ﹤0.01%
124,973
+29,057
ACAD icon
2395
Acadia Pharmaceuticals
ACAD
$4B
$6.73M ﹤0.01%
311,937
-12,788
GCT icon
2396
GigaCloud Technology
GCT
$1.16B
$6.72M ﹤0.01%
339,885
+137,201
CCSI icon
2397
Consensus Cloud Solutions
CCSI
$447M
$6.71M ﹤0.01%
291,172
-16,989
DBEU icon
2398
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$715M
$6.7M ﹤0.01%
152,095
+33
FNDE icon
2399
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.08B
$6.7M ﹤0.01%
202,997
-21,892
NEOG icon
2400
Neogen
NEOG
$1.38B
$6.7M ﹤0.01%
1,401,326
-486,012