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
LION icon
3001
Lionsgate Studios
LION
$1.93B
$2.66M ﹤0.01%
458,441
+451,537
CENX icon
3002
Century Aluminum
CENX
$2.8B
$2.65M ﹤0.01%
147,046
+9,721
PJAN icon
3003
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$2.64M ﹤0.01%
59,993
+3,087
NXRT
3004
NexPoint Residential Trust
NXRT
$794M
$2.63M ﹤0.01%
79,064
-31,368
JIVE icon
3005
JPMorgan International Value ETF
JIVE
$665M
$2.63M ﹤0.01%
+37,997
FTW
3006
EQV Ventures Acquisition Corp
FTW
$466M
$2.63M ﹤0.01%
+250,000
NABL icon
3007
N-able
NABL
$1.47B
$2.62M ﹤0.01%
323,545
-40,442
VSEC icon
3008
VSE Corp
VSEC
$3.95B
$2.62M ﹤0.01%
20,003
+3,416
NIC icon
3009
Nicolet Bankshares
NIC
$1.84B
$2.62M ﹤0.01%
21,180
-8,954
ATHM icon
3010
Autohome
ATHM
$2.95B
$2.61M ﹤0.01%
101,372
-67,435
AMN icon
3011
AMN Healthcare
AMN
$620M
$2.61M ﹤0.01%
126,344
-40,125
SHC icon
3012
Sotera Health
SHC
$4.64B
$2.6M ﹤0.01%
234,253
+155
BCSF icon
3013
Bain Capital Specialty
BCSF
$899M
$2.59M ﹤0.01%
172,508
-89,814
XNCR icon
3014
Xencor
XNCR
$1.02B
$2.59M ﹤0.01%
330,007
+208,182
GTN icon
3015
Gray Television
GTN
$505M
$2.59M ﹤0.01%
572,145
-210,658
CARS icon
3016
Cars.com
CARS
$690M
$2.59M ﹤0.01%
218,358
+83,848
CACC icon
3017
Credit Acceptance
CACC
$4.91B
$2.59M ﹤0.01%
5,077
+232
QSIG
3018
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$44.1M
$2.58M ﹤0.01%
52,868
-9,578
STAA icon
3019
STAAR Surgical
STAA
$1.29B
$2.57M ﹤0.01%
153,371
+99,218
CATX icon
3020
Perspective Therapeutics
CATX
$150M
$2.57M ﹤0.01%
748,067
+405,612
VEON icon
3021
VEON
VEON
$3.33B
$2.57M ﹤0.01%
55,827
+40,614
ORN icon
3022
Orion Group Holdings
ORN
$387M
$2.57M ﹤0.01%
283,236
+248,988
SPWH icon
3023
Sportsman's Warehouse
SPWH
$75.3M
$2.57M ﹤0.01%
744,496
+411,295
DFEM icon
3024
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.52B
$2.56M ﹤0.01%
86,417
-1,624
ERII icon
3025
Energy Recovery
ERII
$769M
$2.56M ﹤0.01%
200,605
-36,636