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
STPZ icon
4576
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$449M
$99.4K ﹤0.01%
1,847
+1,059
REI icon
4577
Ring Energy
REI
$211M
$99.3K ﹤0.01%
125,054
-1,161,105
WEST icon
4578
Westrock Coffee
WEST
$409M
$99.1K ﹤0.01%
17,298
-596
SIXG
4579
Defiance Connective Technologies ETF
SIXG
$787M
$99.1K ﹤0.01%
1,878
-178
CVE.WS icon
4580
Cenovus Energy Inc Warrants
CVE.WS
$46.1M
0
CADL icon
4581
Candel Therapeutics
CADL
$276M
$98.8K ﹤0.01%
19,533
+5,270
CGCV
4582
Capital Group Conservative Equity ETF
CGCV
$933M
$98.6K ﹤0.01%
+3,447
TBCH
4583
Turtle Beach Corp
TBCH
$296M
$98.5K ﹤0.01%
7,125
-1,183
ALDX icon
4584
Aldeyra Therapeutics
ALDX
$310M
$98.4K ﹤0.01%
25,704
-1,840
NREF
4585
NexPoint Real Estate Finance
NREF
$242M
$98.3K ﹤0.01%
7,132
-179
INSE icon
4586
Inspired Entertainment
INSE
$228M
$98.3K ﹤0.01%
12,031
-34,995
MPAA icon
4587
Motorcar Parts of America
MPAA
$252M
$97.9K ﹤0.01%
8,745
+8,624
PKX icon
4588
POSCO
PKX
$16B
$97.5K ﹤0.01%
2,011
-1,944,956
ASLE icon
4589
AerSale
ASLE
$287M
$97.5K ﹤0.01%
16,225
-13,426
CRDF icon
4590
Cardiff Oncology
CRDF
$154M
$97.1K ﹤0.01%
30,833
+3,065
DNP icon
4591
DNP Select Income Fund
DNP
$3.8B
$96.4K ﹤0.01%
9,843
-301
OMER icon
4592
Omeros
OMER
$476M
$96K ﹤0.01%
31,985
-3,791
GAUG icon
4593
FT Vest US Equity Moderate Buffer ETF August
GAUG
$318M
$95.8K ﹤0.01%
2,590
-3,465
RHLD
4594
Resolute Holdings Management
RHLD
$1.57B
$95.3K ﹤0.01%
2,990
-7,025
FLIA icon
4595
Franklin International Aggregate Bond ETF
FLIA
$679M
$95.2K ﹤0.01%
4,633
+1,694
PJP icon
4596
Invesco Pharmaceuticals ETF
PJP
$288M
$94.7K ﹤0.01%
1,186
-3,115
NGNE icon
4597
Neurogene
NGNE
$407M
$94.7K ﹤0.01%
6,335
-80,643
MASS icon
4598
908 Devices
MASS
$217M
$94.5K ﹤0.01%
13,248
+714
HSHP
4599
Himalaya Shipping
HSHP
$367M
$94.2K ﹤0.01%
16,319
-43
HEWJ icon
4600
iShares Currency Hedged MSCI Japan ETF
HEWJ
$429M
$94.1K ﹤0.01%
2,100