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
VYLD
876
Inverse VIX Short-Term Futures ETNs due March 22 2045
VYLD
$108M
$106M 0.01%
3,934,000
-5,000
SBSW icon
877
Sibanye-Stillwater
SBSW
$8.29B
$106M 0.01%
9,441,048
+3,035,760
HAL icon
878
Halliburton
HAL
$22.7B
$106M 0.01%
4,299,615
+288,087
AVEM icon
879
Avantis Emerging Markets Equity ETF
AVEM
$13.9B
$105M 0.01%
1,404,304
+1,092,814
GTES icon
880
Gates Industrial
GTES
$5.87B
$105M 0.01%
4,214,953
-339,994
RBC icon
881
RBC Bearings
RBC
$14.1B
$104M 0.01%
267,359
-27,083
URA icon
882
Global X Uranium ETF
URA
$5.05B
$104M 0.01%
2,188,532
+31,802
YPF icon
883
YPF
YPF
$14.9B
$104M 0.01%
4,292,403
-605,912
VEU icon
884
Vanguard FTSE All-World ex-US ETF
VEU
$52.2B
$104M 0.01%
1,459,990
+261,015
IWP icon
885
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$104M 0.01%
731,419
+61,844
LII icon
886
Lennox International
LII
$16.7B
$104M 0.01%
196,704
+8,140
UTHR icon
887
United Therapeutics
UTHR
$19.9B
$104M 0.01%
247,937
+5,347
PRU icon
888
Prudential Financial
PRU
$37.7B
$104M 0.01%
999,240
-101,165
ITA icon
889
iShares US Aerospace & Defense ETF
ITA
$11.5B
$104M 0.01%
495,315
+330,963
CDP icon
890
COPT Defense Properties
CDP
$3.29B
$104M 0.01%
3,566,073
+253,558
SUSC icon
891
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.26B
$103M 0.01%
4,372,660
+493,212
CF icon
892
CF Industries
CF
$13.2B
$103M 0.01%
1,147,235
-176,644
GIB icon
893
CGI
GIB
$19.2B
$103M 0.01%
1,154,213
+213,452
DOCU icon
894
DocuSign
DOCU
$13.9B
$103M 0.01%
1,424,730
+439,959
VIST icon
895
Vista Energy
VIST
$5.16B
$103M 0.01%
2,984,792
-5,137
ESGE icon
896
iShares ESG Aware MSCI EM ETF
ESGE
$5.67B
$103M 0.01%
2,364,311
+493,011
BMNR
897
BitMine Immersion Technologies
BMNR
$11.6B
$103M 0.01%
+1,974,144
ESI icon
898
Element Solutions
ESI
$6.66B
$102M 0.01%
4,071,434
+562,205
IWS icon
899
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
$102M 0.01%
732,105
+54,526
VOOV icon
900
Vanguard S&P 500 Value ETF
VOOV
$5.87B
$102M 0.01%
512,605
+20,917