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
DFAR icon
4851
Dimensional US Real Estate ETF
DFAR
$1.39B
$54K ﹤0.01%
2,314
-1,470
OPI
4852
DELISTED
Office Properties Income Trust
OPI
$53.9K ﹤0.01%
218,258
-187,984
MAZE
4853
Maze Therapeutics
MAZE
$1.47B
$53.6K ﹤0.01%
4,366
-5,775
RVSB icon
4854
Riverview Bancorp
RVSB
$114M
$53.3K ﹤0.01%
+9,693
BCYC
4855
Bicycle Therapeutics
BCYC
$456M
$53.1K ﹤0.01%
7,637
+593
ITRG
4856
Integra Resources
ITRG
$526M
$52.8K ﹤0.01%
+35,200
JILL icon
4857
J. Jill
JILL
$235M
$52.6K ﹤0.01%
3,594
+546
VVPR icon
4858
VivoPower
VVPR
$45M
$52.6K ﹤0.01%
+12,925
XMHQ icon
4859
Invesco S&P MidCap Quality ETF
XMHQ
$5.35B
$52.5K ﹤0.01%
534
-1,609
SPWR icon
4860
SunPower Inc
SPWR
$146M
$52.4K ﹤0.01%
+28,494
FLRT icon
4861
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$561M
$52.4K ﹤0.01%
1,100
-4,551
ACR
4862
ACRES Commercial Realty
ACR
$158M
$52.2K ﹤0.01%
+2,909
CLAR icon
4863
Clarus
CLAR
$138M
$51.9K ﹤0.01%
14,950
-183
FXB icon
4864
Invesco CurrencyShares British Pound Sterling Trust
FXB
$88.7M
$51.8K ﹤0.01%
+392
JHEM icon
4865
John Hancock Multifactor Emerging Markets ETF
JHEM
$679M
$51.5K ﹤0.01%
1,764
-1,535
HNVR icon
4866
Hanover Bancorp
HNVR
$166M
$51.4K ﹤0.01%
+2,247
AVGE icon
4867
Avantis All Equity Markets ETF
AVGE
$627M
$51.4K ﹤0.01%
663
+501
PLX icon
4868
Protalix BioTherapeutics
PLX
$170M
$51.1K ﹤0.01%
34,545
+32,950
MKTW icon
4869
MarketWise
MKTW
$46.9M
$50.7K ﹤0.01%
2,561
-1,446
SRBK icon
4870
SR Bancorp
SRBK
$118M
$50.4K ﹤0.01%
+3,733
TDTF icon
4871
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$894M
$50.2K ﹤0.01%
2,085
-5
BKSY.WS icon
4872
BlackSky Technology Inc Warrants
BKSY.WS
$5.64M
0
ZVIA icon
4873
Zevia
ZVIA
$176M
$50K ﹤0.01%
15,518
+14,912
CORZW icon
4874
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.25B
0
INSG icon
4875
Inseego
INSG
$206M
$49.9K ﹤0.01%
6,057
+5,867