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
CERS icon
4476
Cerus
CERS
$319M
$127K ﹤0.01%
90,300
+753
ANNX icon
4477
Annexon
ANNX
$327M
$127K ﹤0.01%
52,819
-1,379,146
AVRE icon
4478
Avantis Real Estate ETF
AVRE
$654M
$127K ﹤0.01%
2,870
-136
MEC icon
4479
Mayville Engineering Co
MEC
$341M
$127K ﹤0.01%
7,936
+1,359
ADV icon
4480
Advantage Solutions
ADV
$424M
$127K ﹤0.01%
95,936
-140,144
EH
4481
EHang Holdings
EH
$1.17B
$127K ﹤0.01%
7,292
+671
NEON icon
4482
Neonode
NEON
$38.4M
$127K ﹤0.01%
+4,963
MVBF icon
4483
MVB Financial
MVBF
$334M
$126K ﹤0.01%
5,593
-3,995
LTBR icon
4484
Lightbridge
LTBR
$648M
$126K ﹤0.01%
9,410
+8,860
SMID icon
4485
Smith-Midland
SMID
$202M
$126K ﹤0.01%
3,744
-12,705
WALD icon
4486
Waldencast
WALD
$215M
$125K ﹤0.01%
51,186
-833
PDBC icon
4487
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.62B
$125K ﹤0.01%
9,585
-231,426
RDCM icon
4488
Radcom
RDCM
$209M
$125K ﹤0.01%
9,192
-3,765
TLS icon
4489
Telos
TLS
$476M
$125K ﹤0.01%
39,279
+5
STRO icon
4490
Sutro Biopharma
STRO
$69.3M
$124K ﹤0.01%
173,477
-127,930
SKYT icon
4491
SkyWater Technology
SKYT
$1.06B
$124K ﹤0.01%
12,556
-378
CABA icon
4492
Cabaletta Bio
CABA
$227M
$123K ﹤0.01%
80,796
-170,641
STRS icon
4493
Stratus Properties
STRS
$152M
$122K ﹤0.01%
6,480
-4,142
NODK icon
4494
NI Holdings
NODK
$276M
$122K ﹤0.01%
9,596
-6,501
FMAR icon
4495
FT Vest US Equity Buffer ETF March
FMAR
$900M
$122K ﹤0.01%
2,725
-96,361
CRVS icon
4496
Corvus Pharmaceuticals
CRVS
$613M
$122K ﹤0.01%
30,420
+25,681
SHYD icon
4497
VanEck Short High Yield Muni ETF
SHYD
$356M
$120K ﹤0.01%
5,310
+2,699
RAPP
4498
Rapport Therapeutics
RAPP
$1.21B
$120K ﹤0.01%
10,535
-19
SPXS icon
4499
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$4.01B
$119K ﹤0.01%
+2,540
USARW
4500
USA Rare Earth Inc Warrant
USARW
$548M
0