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
RPAY icon
4301
Repay Holdings
RPAY
$326M
$178K ﹤0.01%
37,025
-373,903
SMDV icon
4302
ProShares Russell 2000 Dividend Growers ETF
SMDV
$639M
$177K ﹤0.01%
2,724
-5,362
BARK icon
4303
BARK
BARK
$139M
$177K ﹤0.01%
201,140
-151,055
JMSB icon
4304
John Marshall Bancorp
JMSB
$275M
$176K ﹤0.01%
9,485
-11,044
EVI icon
4305
EVI Industries
EVI
$321M
$175K ﹤0.01%
8,038
-3,446
XHE icon
4306
State Street SPDR S&P Health Care Equipment ETF
XHE
$155M
$175K ﹤0.01%
2,159
-99,724
DNTH icon
4307
Dianthus Therapeutics
DNTH
$1.55B
$175K ﹤0.01%
9,378
-2,305
NESR
4308
National Energy Services Reunited Corp
NESR
$1.33B
$174K ﹤0.01%
28,933
-58,484
ADSE icon
4309
ADS-TEC Energy
ADSE
$581M
$173K ﹤0.01%
12,552
+3,133
BRZU icon
4310
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$154M
$173K ﹤0.01%
2,643
+674
LAB icon
4311
Standard BioTools
LAB
$458M
$173K ﹤0.01%
144,171
-1,756
GRRR
4312
Gorilla Technology Group
GRRR
$318M
$173K ﹤0.01%
8,694
-75,608
ORKA
4313
Oruka Therapeutics
ORKA
$1.36B
$173K ﹤0.01%
15,425
+13,115
KODK icon
4314
Kodak
KODK
$785M
$173K ﹤0.01%
30,558
-1,221
PCB icon
4315
PCB Bancorp
PCB
$313M
$172K ﹤0.01%
8,209
-10,692
KIDS icon
4316
OrthoPediatrics
KIDS
$432M
$172K ﹤0.01%
8,004
-159
SMRT icon
4317
SmartRent
SMRT
$286M
$172K ﹤0.01%
173,485
+62,028
ESCA icon
4318
Escalade
ESCA
$173M
$171K ﹤0.01%
12,253
-5,939
ALVO icon
4319
Alvotech
ALVO
$1.74B
$171K ﹤0.01%
18,758
-2,274
RELL icon
4320
Richardson Electronics
RELL
$151M
$170K ﹤0.01%
17,636
-149,141
BSMT icon
4321
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$169K ﹤0.01%
7,461
+3,569
OCTU
4322
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$46.4M
$169K ﹤0.01%
6,429
INMB icon
4323
INmune Bio
INMB
$40.1M
$169K ﹤0.01%
73,097
+66,700
SUNS
4324
Sunrise Realty Trust
SUNS
$126M
$169K ﹤0.01%
15,912
-4,949
TRC icon
4325
Tejon Ranch
TRC
$437M
$169K ﹤0.01%
9,945
-4,960