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
HGTY icon
4426
Hagerty
HGTY
$1.33B
$140K ﹤0.01%
13,876
-8,901
SWIM icon
4427
Latham Group
SWIM
$790M
$140K ﹤0.01%
21,950
+1,978
CEPU
4428
Central Puerto
CEPU
$2.25B
$140K ﹤0.01%
11,965
-2,013
ENIC icon
4429
Enel Chile
ENIC
$5.37B
$140K ﹤0.01%
38,437
-260,368
FXO icon
4430
First Trust Financials AlphaDEX Fund
FXO
$2.22B
$139K ﹤0.01%
2,483
+87
FRGE icon
4431
Forge Global Holdings
FRGE
$613M
$139K ﹤0.01%
7,282
-5,163
OLMA icon
4432
Olema Pharmaceuticals
OLMA
$562M
$138K ﹤0.01%
32,479
-254,454
DLO icon
4433
dLocal
DLO
$4.28B
$138K ﹤0.01%
12,180
-85,263
PRTH icon
4434
Priority Technology Holdings
PRTH
$454M
$138K ﹤0.01%
17,748
-115,925
LOCO icon
4435
El Pollo Loco
LOCO
$321M
$138K ﹤0.01%
12,510
-360,231
SNFCA icon
4436
Security National Financial
SNFCA
$223M
$138K ﹤0.01%
14,680
+14,590
FMUB
4437
Fidelity Municipal Bond Opportunities ETF
FMUB
$128M
$137K ﹤0.01%
+2,758
QGRW icon
4438
WisdomTree US Quality Growth Fund
QGRW
$1.82B
$137K ﹤0.01%
2,605
+195
AURA icon
4439
Aura Biosciences
AURA
$352M
$137K ﹤0.01%
21,864
-4,259
RZLV
4440
Rezolve AI
RZLV
$1.1B
$136K ﹤0.01%
44,249
+42,949
BYND icon
4441
Beyond Meat
BYND
$487M
$136K ﹤0.01%
38,898
+6,367
CGUI
4442
Capital Group Ultra Short Income ETF
CGUI
$101M
$136K ﹤0.01%
+5,378
SLS icon
4443
SELLAS Life Sciences
SLS
$223M
$136K ﹤0.01%
+61,892
PVBC icon
4444
Provident Bancorp
PVBC
$228M
$135K ﹤0.01%
10,824
-16,095
AMZA icon
4445
InfraCap MLP ETF
AMZA
$383M
$135K ﹤0.01%
3,118
+1,175
FC icon
4446
Franklin Covey
FC
$192M
$135K ﹤0.01%
5,912
-545
YANG icon
4447
Direxion Daily FTSE China Bear 3X Shares
YANG
$155M
$135K ﹤0.01%
+4,400
KULR icon
4448
KULR Technology Group
KULR
$127M
$135K ﹤0.01%
+18,896
TSAT icon
4449
Telesat
TSAT
$386M
$135K ﹤0.01%
5,504
-4,190
HTZWW
4450
Hertz Global Holdings Warrants
HTZWW
$298M
0