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
QUAD icon
4676
Quad
QUAD
$280M
$78.8K ﹤0.01%
13,953
-1,050
VHI icon
4677
Valhi
VHI
$394M
$78.7K ﹤0.01%
4,867
+2,786
CMT icon
4678
Core Molding Technologies
CMT
$165M
$78K ﹤0.01%
4,703
+738
QEFA icon
4679
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$952M
$77.9K ﹤0.01%
913
+625
WTI icon
4680
W&T Offshore
WTI
$283M
$77.7K ﹤0.01%
47,071
-2,372
IDR icon
4681
Idaho Strategic Resources
IDR
$478M
$77.6K ﹤0.01%
+5,933
EPM icon
4682
Evolution Petroleum
EPM
$154M
$77.6K ﹤0.01%
16,509
+236
GII icon
4683
SPDR S&P Global Infrastructure ETF
GII
$631M
$77.3K ﹤0.01%
1,148
+3
WBTN
4684
WEBTOON Entertainment Inc
WBTN
$2.14B
$77K ﹤0.01%
8,484
+510
ISVL icon
4685
iShares International Developed Small Cap Value Factor ETF
ISVL
$49.6M
$76.9K ﹤0.01%
1,829
-1,151
CCRD
4686
DELISTED
CoreCard
CCRD
$76.7K ﹤0.01%
+2,646
HOVRW icon
4687
New Horizon Aircraft Ltd
HOVRW
$12.8M
0
BTE icon
4688
Baytex Energy
BTE
$1.99B
$76.2K ﹤0.01%
42,578
-298,420
RCKY icon
4689
Rocky Brands
RCKY
$223M
$76.2K ﹤0.01%
3,433
-167
ASRV icon
4690
AmeriServ Financial
ASRV
$50.2M
$76K ﹤0.01%
25,000
AUGU
4691
AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF
AUGU
$41.3M
$75.9K ﹤0.01%
2,793
FLWS icon
4692
1-800-Flowers.com
FLWS
$209M
$75.8K ﹤0.01%
15,406
-1,550
INBX icon
4693
Inhibrx
INBX
$1.17B
$75.7K ﹤0.01%
5,308
-1,089
GAIN icon
4694
Gladstone Investment Corp
GAIN
$555M
$75.7K ﹤0.01%
5,304
+4,804
MDWD icon
4695
MediWound
MDWD
$225M
$75.3K ﹤0.01%
3,890
-635
PAUG icon
4696
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
$75.2K ﹤0.01%
1,859
+248
TNGY
4697
Tortoise Energy Fund
TNGY
$523M
$75.1K ﹤0.01%
+8,187
BNT
4698
Brookfield Wealth Solutions
BNT
$13.9B
$75.1K ﹤0.01%
1,823
+1,686
ELDN icon
4699
Eledon Pharmaceuticals
ELDN
$135M
$75.1K ﹤0.01%
+27,698
IDN icon
4700
Intellicheck
IDN
$86.6M
$74.9K ﹤0.01%
13,889
+13,824