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
PHO icon
3076
Invesco Water Resources ETF
PHO
$2.27B
$2.33M ﹤0.01%
33,261
-2,395
VTWG icon
3077
Vanguard Russell 2000 Growth ETF
VTWG
$1.1B
$2.32M ﹤0.01%
11,150
-271
XPH icon
3078
State Street SPDR S&P Pharmaceuticals ETF
XPH
$186M
$2.32M ﹤0.01%
57,258
+4,918
DFGP icon
3079
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.81B
$2.32M ﹤0.01%
42,496
-2,454
ESML icon
3080
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.01B
$2.31M ﹤0.01%
55,960
-1,384
RXO icon
3081
RXO
RXO
$1.92B
$2.31M ﹤0.01%
147,090
-7,832
SUZ icon
3082
Suzano
SUZ
$11.2B
$2.31M ﹤0.01%
245,695
+128,455
GROY icon
3083
Gold Royalty Corp
GROY
$623M
$2.3M ﹤0.01%
1,042,141
+990,515
FLJP icon
3084
Franklin FTSE Japan ETF
FLJP
$2.46B
$2.3M ﹤0.01%
71,615
+39,875
DBC icon
3085
Invesco DB Commodity Index Tracking Fund
DBC
$1.3B
$2.3M ﹤0.01%
105,533
-503,912
RSKD icon
3086
Riskified
RSKD
$792M
$2.3M ﹤0.01%
461,103
-41,442
ASTH icon
3087
Astrana Health
ASTH
$1.17B
$2.29M ﹤0.01%
92,201
+22,030
DCTH icon
3088
Delcath Systems
DCTH
$299M
$2.29M ﹤0.01%
168,245
+117,118
SVC
3089
Service Properties Trust
SVC
$298M
$2.28M ﹤0.01%
955,257
+125,256
EDN
3090
Edenor
EDN
$1.41B
$2.27M ﹤0.01%
85,814
-2,950
PRA icon
3091
ProAssurance
PRA
$1.24B
$2.27M ﹤0.01%
99,509
-328,769
PLRX icon
3092
Pliant Therapeutics
PLRX
$106M
$2.27M ﹤0.01%
1,958,433
+1,477,336
PMTRU
3093
Perimeter Acquisition Corp I Unit
PMTRU
$2.27M ﹤0.01%
+216,680
FDMO icon
3094
Fidelity Momentum Factor ETF
FDMO
$549M
$2.26M ﹤0.01%
29,822
+13,035
PCT icon
3095
PureCycle Technologies
PCT
$1.68B
$2.26M ﹤0.01%
164,762
+7,798
EES icon
3096
WisdomTree US SmallCap Earnings Fund
EES
$628M
$2.25M ﹤0.01%
44,080
-8,159
PLUG icon
3097
Plug Power
PLUG
$3.63B
$2.24M ﹤0.01%
1,504,744
+299,876
DX
3098
Dynex Capital
DX
$2.01B
$2.24M ﹤0.01%
183,247
+129,601
BBOT
3099
BridgeBio Oncology
BBOT
$1.01B
$2.24M ﹤0.01%
210,125
+57,909
TDW icon
3100
Tidewater
TDW
$2.84B
$2.24M ﹤0.01%
48,511
-11,233