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
MTRX icon
2951
Matrix Service
MTRX
$329M
$2.88M ﹤0.01%
212,921
+158,104
VINP icon
2952
Vinci Compass Investments Ltd
VINP
$752M
$2.87M ﹤0.01%
296,589
-341
CNL
2953
Collective Mining Ltd
CNL
$959M
$2.86M ﹤0.01%
261,343
+6,773
SYBT icon
2954
Stock Yards Bancorp
SYBT
$1.99B
$2.85M ﹤0.01%
36,147
-24,243
BBCB icon
2955
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$40.2M
$2.85M ﹤0.01%
62,384
+27,503
LFST icon
2956
Lifestance Health
LFST
$2.53B
$2.85M ﹤0.01%
550,657
+51,154
IYC icon
2957
iShares US Consumer Discretionary ETF
IYC
$1.72B
$2.85M ﹤0.01%
28,568
-50,794
IYJ icon
2958
iShares US Industrials ETF
IYJ
$1.67B
$2.85M ﹤0.01%
20,000
+5,524
WSR
2959
Whitestone REIT
WSR
$673M
$2.84M ﹤0.01%
227,882
-21,586
SPB icon
2960
Spectrum Brands
SPB
$1.42B
$2.84M ﹤0.01%
53,568
-46,404
FIW icon
2961
First Trust Water ETF
FIW
$1.93B
$2.84M ﹤0.01%
26,267
-24,362
MFUS icon
2962
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$219M
$2.83M ﹤0.01%
53,020
-19,207
THS icon
2963
Treehouse Foods
THS
$1.21B
$2.83M ﹤0.01%
145,822
+59,749
IBRX icon
2964
ImmunityBio
IBRX
$1.97B
$2.83M ﹤0.01%
1,071,736
+52,782
PD icon
2965
PagerDuty
PD
$1.45B
$2.83M ﹤0.01%
185,122
-353,163
IXP icon
2966
iShares Global Comm Services ETF
IXP
$666M
$2.83M ﹤0.01%
25,183
+4,397
INR
2967
Infinity Natural Resources
INR
$208M
$2.83M ﹤0.01%
154,439
+148,429
WOW icon
2968
WideOpenWest
WOW
$445M
$2.83M ﹤0.01%
696,422
-74,172
CTO
2969
CTO Realty Growth
CTO
$560M
$2.82M ﹤0.01%
163,158
+63,926
OSEA icon
2970
Harbor International Compounders ETF
OSEA
$510M
$2.82M ﹤0.01%
+96,190
YALA
2971
Yalla Group
YALA
$1.09B
$2.81M ﹤0.01%
+416,856
SXC icon
2972
SunCoke Energy
SXC
$572M
$2.81M ﹤0.01%
326,725
-472,489
FUMB icon
2973
First Trust Ultra Short Duration Municipal ETF
FUMB
$223M
$2.79M ﹤0.01%
138,830
-26,504
INGN icon
2974
Inogen
INGN
$188M
$2.79M ﹤0.01%
396,745
-136,794
DFNM icon
2975
Dimensional National Municipal Bond ETF
DFNM
$1.68B
$2.79M ﹤0.01%
58,794
-34,183