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
PAL
4651
Proficient Auto Logistics
PAL
$180M
$83.6K ﹤0.01%
11,513
+1,229
IMCR icon
4652
Immunocore
IMCR
$1.79B
$83.6K ﹤0.01%
2,663
-542
ULH icon
4653
Universal Logistics Holdings
ULH
$372M
$83.5K ﹤0.01%
3,289
-2,831
ALTI icon
4654
AlTi Global
ALTI
$438M
$83.5K ﹤0.01%
20,113
-20,383
BSET icon
4655
Bassett Furniture
BSET
$129M
$83.3K ﹤0.01%
+5,482
TCI icon
4656
Transcontinental Realty Investors
TCI
$392M
$82.6K ﹤0.01%
1,939
-781
NML
4657
Neuberger Berman Energy Infrastructure and Income Fund
NML
$480M
$82.6K ﹤0.01%
9,180
LFT
4658
Lument Finance Trust
LFT
$81.7M
$82.3K ﹤0.01%
37,231
+37,164
FLDR icon
4659
Fidelity Low Duration Bond Factor ETF
FLDR
$1.03B
$82.2K ﹤0.01%
1,641
-935
PRME icon
4660
Prime Medicine
PRME
$651M
$81.6K ﹤0.01%
33,035
-2,628
GUG
4661
Guggenheim Active Allocation Fund
GUG
$516M
$81.3K ﹤0.01%
5,199
+4,649
IRWD icon
4662
Ironwood Pharmaceuticals
IRWD
$403M
$81.2K ﹤0.01%
113,284
-1,589,349
WNEB icon
4663
Western New England Bancorp
WNEB
$243M
$80.7K ﹤0.01%
8,738
+8,721
CDZI icon
4664
Cadiz
CDZI
$399M
$80.4K ﹤0.01%
26,889
+3,074
GWX icon
4665
SPDR S&P International Small Cap ETF
GWX
$922M
$80.3K ﹤0.01%
2,161
+261
HWBK icon
4666
Hawthorn Bancshares
HWBK
$213M
$80.3K ﹤0.01%
2,757
+2,606
ARQ icon
4667
Arq
ARQ
$151M
$80.3K ﹤0.01%
14,952
+957
DWAS icon
4668
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$707M
$80.3K ﹤0.01%
946
+856
EOI
4669
Eaton Vance Enhanced Equity Income Fund
EOI
$832M
$80.1K ﹤0.01%
3,828
-9,751
GLXY
4670
Galaxy Digital Inc
GLXY
$6.17B
$80.1K ﹤0.01%
+3,656
BNTC icon
4671
Benitec Biopharma
BNTC
$351M
$80K ﹤0.01%
+6,838
DNOV icon
4672
FT Vest US Equity Deep Buffer ETF November
DNOV
$335M
$79.5K ﹤0.01%
1,779
-8,206
GHRS icon
4673
GH Research
GHRS
$828M
$79.2K ﹤0.01%
+6,500
ATNI icon
4674
ATN International
ATNI
$297M
$79.1K ﹤0.01%
4,869
-34,482
LPSN icon
4675
LivePerson
LPSN
$69.4M
$79K ﹤0.01%
5,217
+4,058