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
NRC icon
4551
National Research Corp
NRC
$334M
$105K ﹤0.01%
6,271
-945
DFE icon
4552
WisdomTree Europe SmallCap Dividend Fund
DFE
$175M
$105K ﹤0.01%
1,500
-200
TRAK icon
4553
ReposiTrak
TRAK
$275M
$105K ﹤0.01%
5,341
-490
UOCT icon
4554
Innovator US Equity Ultra Buffer ETF October
UOCT
$140M
$105K ﹤0.01%
2,847
SCHJ icon
4555
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$598M
$104K ﹤0.01%
4,208
-427
INBK icon
4556
First Internet Bancorp
INBK
$158M
$104K ﹤0.01%
3,873
-17,278
ELD icon
4557
WisdomTree Emerging Markets Local Debt Fund
ELD
$76.5M
$104K ﹤0.01%
3,706
+271
KINS icon
4558
Kingstone Companies
KINS
$211M
$104K ﹤0.01%
6,723
-28,209
SKIN icon
4559
The Beauty Health Co
SKIN
$167M
$104K ﹤0.01%
54,226
+19,032
UNCY icon
4560
Unicycive Therapeutics
UNCY
$82.8M
$104K ﹤0.01%
21,709
+21,691
CDXS icon
4561
Codexis
CDXS
$163M
$103K ﹤0.01%
42,101
-4,542
HEQT icon
4562
Simplify Hedged Equity ETF
HEQT
$313M
$103K ﹤0.01%
3,418
-21
CTRN icon
4563
Citi Trends
CTRN
$335M
$102K ﹤0.01%
3,064
-130,834
DENN icon
4564
Denny's
DENN
$318M
$102K ﹤0.01%
24,873
-173
AREC icon
4565
American Resources Corp
AREC
$392M
$102K ﹤0.01%
122,856
+122,714
PCYO icon
4566
Pure Cycle
PCYO
$266M
$101K ﹤0.01%
9,463
-12,664
HYLN icon
4567
Hyliion Holdings
HYLN
$368M
$101K ﹤0.01%
76,835
+7,574
FDIS icon
4568
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.91B
$101K ﹤0.01%
1,072
+618
EB icon
4569
Eventbrite
EB
$262M
$100K ﹤0.01%
38,201
-155,176
TZA icon
4570
Direxion Daily Small Cap Bear 3x Shares
TZA
$317M
$100K ﹤0.01%
+8,441
XMAR icon
4571
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$175M
$100K ﹤0.01%
2,611
-123,352
BWLP icon
4572
BW LPG
BWLP
$2.04B
$99.8K ﹤0.01%
8,435
+1,749
DFSB icon
4573
Dimensional Global Sustainability Fixed Income ETF
DFSB
$531M
$99.7K ﹤0.01%
1,901
-781
MITT
4574
AG Mortgage Investment Trust
MITT
$249M
$99.5K ﹤0.01%
13,184
-924
SKYH icon
4575
Sky Harbour Group
SKYH
$327M
$99.5K ﹤0.01%
10,186
-944