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
EOLS icon
2426
Evolus
EOLS
$478M
$6.38M ﹤0.01%
692,486
-35,405
PTLO icon
2427
Portillo's
PTLO
$342M
$6.32M ﹤0.01%
541,648
-48,741
CXW icon
2428
CoreCivic
CXW
$1.75B
$6.3M ﹤0.01%
298,873
-113,268
CMDY icon
2429
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$302M
$6.29M ﹤0.01%
124,713
-758
LMBS icon
2430
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$6.27M ﹤0.01%
127,359
-41,562
ELAN icon
2431
Elanco Animal Health
ELAN
$10.9B
$6.26M ﹤0.01%
438,497
-33,867
VSLU icon
2432
Applied Finance Valuation Large Cap ETF
VSLU
$307M
$6.26M ﹤0.01%
159,895
-115,933
BRDG
2433
DELISTED
Bridge Investment Group
BRDG
$6.26M ﹤0.01%
625,146
+13,064
AHH
2434
Armada Hoffler Properties
AHH
$503M
$6.25M ﹤0.01%
910,024
+102,641
WU icon
2435
Western Union
WU
$2.84B
$6.25M ﹤0.01%
741,822
-555,925
QXO
2436
QXO Inc
QXO
$11.8B
$6.24M ﹤0.01%
289,905
-483
ASO icon
2437
Academy Sports + Outdoors
ASO
$2.98B
$6.24M ﹤0.01%
139,266
-299,064
APPN icon
2438
Appian
APPN
$3.18B
$6.24M ﹤0.01%
208,832
+3,954
LAZ icon
2439
Lazard
LAZ
$4.75B
$6.23M ﹤0.01%
129,894
-24,548
MXL icon
2440
MaxLinear
MXL
$1.2B
$6.22M ﹤0.01%
437,755
+146,650
BSCX icon
2441
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$688M
$6.22M ﹤0.01%
+293,235
IFRA icon
2442
iShares US Infrastructure ETF
IFRA
$3.02B
$6.21M ﹤0.01%
126,230
-43,009
KREF
2443
KKR Real Estate Finance Trust
KREF
$543M
$6.2M ﹤0.01%
707,297
-70,327
MTBA icon
2444
Simplify MBS ETF
MTBA
$1.51B
$6.2M ﹤0.01%
123,717
+5,582
ATEN icon
2445
A10 Networks
ATEN
$1.23B
$6.19M ﹤0.01%
319,789
-115,519
EYE icon
2446
National Vision
EYE
$1.88B
$6.18M ﹤0.01%
268,497
-148,324
TRMK icon
2447
Trustmark
TRMK
$2.29B
$6.17M ﹤0.01%
169,184
-65,306
UGP icon
2448
Ultrapar
UGP
$4.37B
$6.16M ﹤0.01%
1,878,904
+806,463
OEC icon
2449
Orion
OEC
$274M
$6.16M ﹤0.01%
586,943
-39,209
NCPB icon
2450
Nuveen Core Plus Bond ETF
NCPB
$56.3M
$6.15M ﹤0.01%
244,841
-130,256