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
TASK icon
2826
TaskUs
TASK
$1.07B
$3.52M ﹤0.01%
209,998
+135,691
CLMB icon
2827
Climb Global Solutions
CLMB
$510M
$3.52M ﹤0.01%
32,914
+22,676
HRTG icon
2828
Heritage Insurance Holdings
HRTG
$953M
$3.51M ﹤0.01%
140,879
+128,927
KBE icon
2829
State Street SPDR S&P Bank ETF
KBE
$1.44B
$3.49M ﹤0.01%
62,547
-133,271
SPXE icon
2830
ProShares S&P 500 ex-Energy ETF
SPXE
$71.9M
$3.48M ﹤0.01%
52,090
-1
VIGI icon
2831
Vanguard International Dividend Appreciation ETF
VIGI
$8.61B
$3.48M ﹤0.01%
38,621
+25,742
EQWL icon
2832
Invesco S&P 100 Equal Weight ETF
EQWL
$1.83B
$3.48M ﹤0.01%
31,640
+26,829
SRCE icon
2833
1st Source
SRCE
$1.5B
$3.47M ﹤0.01%
55,901
-17,340
UHT
2834
Universal Health Realty Income Trust
UHT
$549M
$3.46M ﹤0.01%
86,587
-5,735
ETON icon
2835
Eton Pharmaceutcials
ETON
$453M
$3.46M ﹤0.01%
242,580
+129,467
KLG
2836
DELISTED
WK Kellogg Co
KLG
$3.45M ﹤0.01%
216,230
+87,866
EEMA icon
2837
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.56B
$3.43M ﹤0.01%
41,548
+40,810
HCAT icon
2838
Health Catalyst
HCAT
$166M
$3.43M ﹤0.01%
909,436
-53,098
HMC icon
2839
Honda
HMC
$38.6B
$3.43M ﹤0.01%
118,898
-113,274
NVEE
2840
DELISTED
NV5 Global
NVEE
$3.42M ﹤0.01%
148,295
-86,403
WOR icon
2841
Worthington Enterprises
WOR
$2.75B
$3.42M ﹤0.01%
53,798
-59,799
IBDS icon
2842
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$3.42M ﹤0.01%
140,976
+31,756
CIM
2843
Chimera Investment
CIM
$1B
$3.42M ﹤0.01%
246,471
+73,634
NEO icon
2844
NeoGenomics
NEO
$1.3B
$3.42M ﹤0.01%
467,201
+179,658
SPLB icon
2845
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$897M
$3.41M ﹤0.01%
150,974
+3,608
HP icon
2846
Helmerich & Payne
HP
$2.68B
$3.4M ﹤0.01%
224,530
-59,667
IX icon
2847
ORIX
IX
$29B
$3.39M ﹤0.01%
150,478
+58,869
WFG icon
2848
West Fraser Timber
WFG
$4.69B
$3.39M ﹤0.01%
46,185
-242,212
NATR icon
2849
Nature's Sunshine
NATR
$363M
$3.38M ﹤0.01%
228,698
+31,696
EFXT
2850
Enerflex
EFXT
$1.58B
$3.38M ﹤0.01%
428,384
-145,417