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
TRI icon
651
Thomson Reuters
TRI
$61.5B
$196M 0.01%
1,264,235
+404,158
IWV icon
652
iShares Russell 3000 ETF
IWV
$17.5B
$196M 0.01%
517,588
-18,371
OWL icon
653
Blue Owl Capital
OWL
$10B
$196M 0.01%
11,572,226
+1,667,608
OKTA icon
654
Okta
OKTA
$14.9B
$196M 0.01%
2,136,121
-911,576
SDY icon
655
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$195M 0.01%
1,395,059
-56,409
MP icon
656
MP Materials
MP
$10.6B
$195M 0.01%
2,905,552
-291,759
COLB icon
657
Columbia Banking Systems
COLB
$8.12B
$194M 0.01%
7,536,008
+929,862
WAB icon
658
Wabtec
WAB
$35.8B
$192M 0.01%
956,915
-570,487
WSC icon
659
WillScot Mobile Mini Holdings
WSC
$3.31B
$192M 0.01%
9,086,350
+183,915
KNSL icon
660
Kinsale Capital Group
KNSL
$9.23B
$191M 0.01%
450,044
+25,428
RYAAY icon
661
Ryanair
RYAAY
$34.2B
$191M 0.01%
3,176,538
+376,145
RBBN icon
662
Ribbon Communications
RBBN
$572M
$191M 0.01%
50,288,073
-1,749,504
CPA icon
663
Copa Holdings
CPA
$5.23B
$190M 0.01%
1,602,945
-405,993
EMGF icon
664
iShares Emerging Markets Equity Factor ETF
EMGF
$1.27B
$190M 0.01%
3,364,071
+555,561
GNTX icon
665
Gentex
GNTX
$5.1B
$190M 0.01%
6,725,426
+1,206,060
JCPB icon
666
JPMorgan Core Plus Bond ETF
JCPB
$7.85B
$190M 0.01%
3,987,312
+91,136
COOP
667
DELISTED
Mr. Cooper
COOP
$188M 0.01%
894,144
+588,567
INFL icon
668
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.35B
$188M 0.01%
4,208,467
-566,938
LMND icon
669
Lemonade
LMND
$5.75B
$188M 0.01%
3,506,171
+832,022
EQR icon
670
Equity Residential
EQR
$22.7B
$187M 0.01%
2,889,385
-353,797
SNDK
671
Sandisk
SNDK
$41.5B
$186M 0.01%
1,655,356
+94,751
IONQ icon
672
IonQ
IONQ
$18B
$185M 0.01%
3,008,001
+333,653
CPT icon
673
Camden Property Trust
CPT
$10.9B
$185M 0.01%
1,728,721
-140,917
ED icon
674
Consolidated Edison
ED
$36.2B
$184M 0.01%
1,831,756
+36,997
IGSB icon
675
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$184M 0.01%
3,466,237
+586,487