JPMorgan Chase & Co

JPMorgan 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
BCAL icon
4326
Southern California Bancorp
BCAL
$619M
$168K ﹤0.01%
10,660
-17,313
THD icon
4327
iShares MSCI Thailand ETF
THD
$233M
$168K ﹤0.01%
3,322
-6,013
WOLF icon
4328
Wolfspeed
WOLF
$450M
$168K ﹤0.01%
420,305
+58,593
CIVB icon
4329
Civista Bancshares
CIVB
$422M
$168K ﹤0.01%
7,222
-18,550
SLDB icon
4330
Solid Biosciences
SLDB
$353M
$167K ﹤0.01%
34,379
+18,094
DGICA icon
4331
Donegal Group Class A
DGICA
$723M
$167K ﹤0.01%
8,360
-37,994
PSNY icon
4332
Gores Guggenheim
PSNY
$1.69B
$167K ﹤0.01%
156,408
-718,583
BUFQ icon
4333
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.08B
$167K ﹤0.01%
5,031
-17,115
PSCW icon
4334
Pacer Swan SOS Conservative April ETF
PSCW
$77.9M
$167K ﹤0.01%
+6,290
RPT
4335
Rithm Property Trust
RPT
$115M
$166K ﹤0.01%
61,642
+33,901
BFEB icon
4336
Innovator US Equity Buffer ETF February
BFEB
$199M
$166K ﹤0.01%
3,715
-1,404
PRN icon
4337
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$380M
$166K ﹤0.01%
1,055
-20
EVEX icon
4338
Eve Holding
EVEX
$1.54B
$166K ﹤0.01%
24,133
-51,019
PFEB icon
4339
Innovator US Equity Power Buffer ETF February
PFEB
$842M
$165K ﹤0.01%
4,340
+1,203
CTEV
4340
Claritev Corp
CTEV
$943M
$165K ﹤0.01%
3,646
+3,518
EQL icon
4341
ALPS Equal Sector Weight ETF
EQL
$568M
$164K ﹤0.01%
+3,746
CLNE icon
4342
Clean Energy Fuels
CLNE
$500M
$164K ﹤0.01%
84,105
-65,168
RICK icon
4343
RCI Hospitality Holdings
RICK
$213M
$164K ﹤0.01%
4,292
+257
EBS icon
4344
Emergent Biosolutions
EBS
$571M
$163K ﹤0.01%
25,603
-188,144
SIGA icon
4345
SIGA Technologies
SIGA
$450M
$163K ﹤0.01%
24,988
-5,860
OM icon
4346
Outset Medical
OM
$111M
$162K ﹤0.01%
8,452
+7,344
BMRC icon
4347
Bank of Marin Bancorp
BMRC
$420M
$162K ﹤0.01%
7,100
-15,227
MGTX icon
4348
MeiraGTx Holdings
MGTX
$716M
$162K ﹤0.01%
24,867
-3,694
ZKH icon
4349
ZKH Group
ZKH
$486M
$162K ﹤0.01%
52,639
LRMR icon
4350
Larimar Therapeutics
LRMR
$311M
$161K ﹤0.01%
55,648
-8,969