JP Morgan Chase

JP Morgan Chase 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
SYBX icon
5901
Synlogic
SYBX
$19.7M
$1 ﹤0.01%
1
-6
ABTC
5902
American Bitcoin Corp
ABTC
$4.5B
-142
USAR
5903
USA Rare Earth Inc
USAR
$1.92B
-3,102
UYSCU
5904
UY Scuti Acquisition Corp Units
UYSCU
-44,500
MCHPP
5905
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
-158,206
LGF.B
5906
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
-176,224
LGF.A
5907
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-214,345
EVBN
5908
DELISTED
Evans Bancorp Inc
EVBN
-510
BERY
5909
DELISTED
Berry Global Group, Inc.
BERY
-889,713
BECN
5910
DELISTED
Beacon Roofing Supply, Inc.
BECN
-1,881,520
PITAW
5911
DELISTED
Heramba Electric plc Warrants
PITAW
0
SPRB
5912
Spruce Biosciences
SPRB
$114M
-1
MKFG
5913
DELISTED
Markforged Holding Corporation
MKFG
-53
OCEA
5914
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
-233
ENFN
5915
DELISTED
Enfusion, Inc.
ENFN
-126,693
FFNW
5916
DELISTED
First Financial Northwest, Inc
FFNW
-6,422
EQC
5917
DELISTED
Equity Commonwealth
EQC
-104,387
FNA
5918
DELISTED
Paragon 28, Inc.
FNA
-231,608
CMRX
5919
DELISTED
Chimerix, Inc.
CMRX
-1,523,742
PDCO
5920
DELISTED
Patterson Companies, Inc.
PDCO
-1,257,241
ENZ
5921
DELISTED
Enzo Biochem, Inc.
ENZ
-1,915
AMPS
5922
DELISTED
Altus Power
AMPS
-185,422
PYCR
5923
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
-1,911,433
PEV
5924
DELISTED
Phoenix Motor Inc. Common Stock
PEV
-4
ATSG
5925
DELISTED
Air Transport Services Group
ATSG
-348,672