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
RPD icon
2451
Rapid7
RPD
$902M
$6.14M ﹤0.01%
265,475
-24,430
FENI icon
2452
Fidelity Enhanced International ETF
FENI
$4.33B
$6.14M ﹤0.01%
184,490
+177,753
SKWD icon
2453
Skyward Specialty Insurance
SKWD
$1.97B
$6.13M ﹤0.01%
106,039
+5,913
JPUS icon
2454
JPMorgan Diversified Return US Equity ETF
JPUS
$387M
$6.13M ﹤0.01%
51,841
-5,842
HRMY icon
2455
Harmony Biosciences
HRMY
$1.97B
$6.13M ﹤0.01%
193,850
-290,947
DTD icon
2456
WisdomTree US Total Dividend Fund
DTD
$1.47B
$6.11M ﹤0.01%
76,807
+2,042
CLF icon
2457
Cleveland-Cliffs
CLF
$5.99B
$6.11M ﹤0.01%
803,431
-79,318
NUS icon
2458
Nu Skin
NUS
$477M
$6.1M ﹤0.01%
764,052
+65,060
BNED icon
2459
Barnes & Noble Education
BNED
$251M
$6.08M ﹤0.01%
516,521
+394,630
INSW icon
2460
International Seaways
INSW
$2.65B
$6.07M ﹤0.01%
166,369
-125,385
BTSG icon
2461
BrightSpring Health Services
BTSG
$5.73B
$6.04M ﹤0.01%
256,147
-240,038
REAX icon
2462
Real Brokerage
REAX
$818M
$6.02M ﹤0.01%
1,335,093
+29,806
UVE icon
2463
Universal Insurance Holdings
UVE
$971M
$6.02M ﹤0.01%
217,087
-10,782
AKBA icon
2464
Akebia Therapeutics
AKBA
$467M
$6.02M ﹤0.01%
1,652,746
+911,585
ITOS
2465
DELISTED
iTeos Therapeutics
ITOS
$6M ﹤0.01%
601,363
-1,381,300
LASR icon
2466
nLIGHT
LASR
$1.54B
$5.99M ﹤0.01%
304,590
-10,899
LOB icon
2467
Live Oak Bancshares
LOB
$1.43B
$5.97M ﹤0.01%
200,403
+12,037
EOSE icon
2468
Eos Energy Enterprises
EOSE
$4.38B
$5.96M ﹤0.01%
+1,163,732
HYGW icon
2469
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$228M
$5.96M ﹤0.01%
194,549
+62,234
BRKL
2470
DELISTED
Brookline Bancorp
BRKL
$5.95M ﹤0.01%
563,539
-106,948
MAX icon
2471
MediaAlpha
MAX
$726M
$5.94M ﹤0.01%
542,246
+233,948
BKSY icon
2472
BlackSky Technology
BKSY
$490M
$5.94M ﹤0.01%
288,441
+223,255
SPT icon
2473
Sprout Social
SPT
$626M
$5.93M ﹤0.01%
283,782
-361,797
MTRN icon
2474
Materion
MTRN
$2.43B
$5.92M ﹤0.01%
74,535
+11,009
SCHL icon
2475
Scholastic
SCHL
$711M
$5.91M ﹤0.01%
281,734
-11,161