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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,700
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.28%
2 Financials 10.2%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IPG icon
601
Interpublic Group of Companies
IPG
$9.32B
$228M 0.01%
8,175,766
+4,762,895
TYL icon
602
Tyler Technologies
TYL
$20.1B
$226M 0.01%
432,567
-210
FNV icon
603
Franco-Nevada
FNV
$38.5B
$226M 0.01%
1,014,235
-19,548
DGRO icon
604
iShares Core Dividend Growth ETF
DGRO
$36B
$226M 0.01%
3,319,402
-210,717
IUSV icon
605
iShares Core S&P US Value ETF
IUSV
$23.1B
$226M 0.01%
2,260,538
+188,234
ALGM icon
606
Allegro MicroSystems
ALGM
$4.9B
$226M 0.01%
7,731,267
-282,231
UTES icon
607
Virtus Reaves Utilities ETF
UTES
$1.07B
$225M 0.01%
+2,702,319
IXN icon
608
iShares Global Tech ETF
IXN
$6.55B
$225M 0.01%
2,183,682
-143,067
GPK icon
609
Graphic Packaging
GPK
$4.63B
$225M 0.01%
11,501,251
+2,828,094
CHE icon
610
Chemed
CHE
$6.31B
$224M 0.01%
499,968
+275,423
GWW icon
611
W.W. Grainger
GWW
$44.9B
$223M 0.01%
234,518
-585,444
MTUM icon
612
iShares MSCI USA Momentum Factor ETF
MTUM
$19.1B
$223M 0.01%
870,892
+54,040
RPM icon
613
RPM International
RPM
$13.8B
$223M 0.01%
1,894,143
-320,377
EVRG icon
614
Evergy
EVRG
$17.8B
$223M 0.01%
2,929,230
+864,271
ELS icon
615
Equity Lifestyle Properties
ELS
$12B
$223M 0.01%
3,666,353
-1,058,162
ITOT icon
616
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$220M 0.01%
1,512,944
-10,586
DVY icon
617
iShares Select Dividend ETF
DVY
$20.9B
$220M 0.01%
1,549,408
+24,718
BJ icon
618
BJs Wholesale Club
BJ
$12.3B
$219M 0.01%
2,352,381
+981,479
BR icon
619
Broadridge
BR
$26.1B
$219M 0.01%
918,700
+292,801
BXP icon
620
Boston Properties
BXP
$11.4B
$218M 0.01%
2,937,867
-1,034,593
XLG icon
621
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$218M 0.01%
3,786,602
+1,321,856
EBAY icon
622
eBay
EBAY
$39.7B
$218M 0.01%
2,392,356
-1,239,707
MAA icon
623
Mid-America Apartment Communities
MAA
$15.4B
$217M 0.01%
1,555,859
-467,516
CUBE icon
624
CubeSmart
CUBE
$8.41B
$217M 0.01%
5,340,869
+91,694
NRG icon
625
NRG Energy
NRG
$32.4B
$216M 0.01%
1,332,694
+43,017