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
RBKB icon
5051
Rhinebeck Bancorp
RBKB
$108M
$25.1K ﹤0.01%
+2,142
GLBZ icon
5052
Glen Burnie Bancorp
GLBZ
$13.3M
$25.1K ﹤0.01%
5,000
PPTY icon
5053
US Diversified Real Estate ETF
PPTY
$34.8M
$25.1K ﹤0.01%
825
IDVO icon
5054
Amplify International Enhanced Dividend Income ETF
IDVO
$437M
$25.1K ﹤0.01%
729
-287
DMA
5055
Destra Multi-Alternative Fund
DMA
$79.1M
$24.9K ﹤0.01%
+2,848
LPA
5056
Logistic Properties of the Americas
LPA
$95.8M
$24.8K ﹤0.01%
+3,626
XJH icon
5057
iShares ESG Screened S&P Mid-Cap ETF
XJH
$320M
$24.7K ﹤0.01%
594
+432
FTBD icon
5058
Fidelity Tactical Bond ETF
FTBD
$30M
$24.5K ﹤0.01%
497
+267
OPAL icon
5059
OPAL Fuels
OPAL
$66.1M
$24.2K ﹤0.01%
9,990
+9,981
ARL icon
5060
American Realty Investors
ARL
$262M
$24.2K ﹤0.01%
1,712
-1,409
FTLF icon
5061
FitLife Brands
FTLF
$174M
$24K ﹤0.01%
1,845
+1,837
SPYI icon
5062
NEOS S&P 500 High Income ETF
SPYI
$5.4B
$24K ﹤0.01%
476
-4,252
UYG icon
5063
ProShares Ultra Financials
UYG
$848M
$23.9K ﹤0.01%
250
-10
GPRO icon
5064
GoPro
GPRO
$256M
$23.8K ﹤0.01%
31,444
-261,497
URG
5065
Ur-Energy
URG
$493M
$23.6K ﹤0.01%
22,487
-272,361
LXRX icon
5066
Lexicon Pharmaceuticals
LXRX
$516M
$23.3K ﹤0.01%
24,684
-63,515
AFYA icon
5067
Afya
AFYA
$1.29B
$22.6K ﹤0.01%
1,264
SCHY icon
5068
Schwab International Dividend Equity ETF
SCHY
$1.36B
$22.4K ﹤0.01%
820
-3,966
VGZ icon
5069
Vista Gold
VGZ
$222M
$22.4K ﹤0.01%
+22,966
GRW
5070
TCW ETF Trust TCW Durable Growth ETF
GRW
$127M
$22.2K ﹤0.01%
+633
FLJH icon
5071
Franklin FTSE Japan Hedged ETF
FLJH
$105M
$22.2K ﹤0.01%
687
-2,010
UTEN icon
5072
US Treasury 10 Year Note ETF
UTEN
$227M
$22.1K ﹤0.01%
504
+484
IFV icon
5073
First Trust Dorsey Wright International Focus 5 ETF
IFV
$176M
$22K ﹤0.01%
+960
VALU icon
5074
Value Line
VALU
$352M
$21.8K ﹤0.01%
558
-733
EBR.B icon
5075
Eletrobras Preferred Shares
EBR.B
$26.3B
$21.8K ﹤0.01%
2,639