JP Morgan Chase & Co

JP Morgan 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
VSTA icon
2476
Vasta Platform
VSTA
$399M
$5.9M ﹤0.01%
1,378,562
+220,161
MCW icon
2477
Mister Car Wash
MCW
$1.71B
$5.89M ﹤0.01%
979,249
+271,850
LUNR icon
2478
Intuitive Machines
LUNR
$1.03B
$5.88M ﹤0.01%
541,037
+493,446
TDUP icon
2479
ThredUp
TDUP
$935M
$5.88M ﹤0.01%
785,155
+708,169
GRND icon
2480
Grindr
GRND
$2.66B
$5.88M ﹤0.01%
259,046
-223,477
AMX icon
2481
America Movil
AMX
$70.1B
$5.88M ﹤0.01%
327,523
-1,389
DXPE icon
2482
DXP Enterprises
DXPE
$1.37B
$5.87M ﹤0.01%
67,018
+5,820
UNFI icon
2483
United Natural Foods
UNFI
$2.35B
$5.85M ﹤0.01%
250,900
-138,294
CNMD icon
2484
CONMED
CNMD
$1.34B
$5.83M ﹤0.01%
111,987
+42,771
HIPO icon
2485
Hippo Holdings
HIPO
$822M
$5.82M ﹤0.01%
208,472
+48,677
ASTS icon
2486
AST SpaceMobile
ASTS
$17.1B
$5.82M ﹤0.01%
124,477
-443,760
VRDN icon
2487
Viridian Therapeutics
VRDN
$2.72B
$5.82M ﹤0.01%
415,989
+117,439
INDV icon
2488
Indivior
INDV
$3.72B
$5.77M ﹤0.01%
391,386
+340,498
REAL icon
2489
The RealReal
REAL
$1.67B
$5.76M ﹤0.01%
1,202,403
+954,461
OBK icon
2490
Origin Bancorp
OBK
$1.08B
$5.75M ﹤0.01%
160,992
-74,873
FHLC icon
2491
Fidelity MSCI Health Care Index ETF
FHLC
$2.73B
$5.72M ﹤0.01%
89,429
-27,050
UVV icon
2492
Universal Corp
UVV
$1.32B
$5.72M ﹤0.01%
98,138
+13,799
JANX icon
2493
Janux Therapeutics
JANX
$1.65B
$5.72M ﹤0.01%
247,424
+112,116
TARS icon
2494
Tarsus Pharmaceuticals
TARS
$3.08B
$5.7M ﹤0.01%
140,610
+112,637
SLVM icon
2495
Sylvamo
SLVM
$1.83B
$5.69M ﹤0.01%
113,504
-44,614
PMT
2496
PennyMac Mortgage Investment
PMT
$1.08B
$5.68M ﹤0.01%
441,547
+19,389
HCSG icon
2497
Healthcare Services Group
HCSG
$1.22B
$5.68M ﹤0.01%
377,783
-231,130
IBP icon
2498
Installed Building Products
IBP
$6.98B
$5.64M ﹤0.01%
31,305
-8,016
AMC icon
2499
AMC Entertainment Holdings
AMC
$1.2B
$5.64M ﹤0.01%
1,820,405
+300,376
SHOO icon
2500
Steven Madden
SHOO
$2.77B
$5.64M ﹤0.01%
235,231
-202,274