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
USAC icon
976
USA Compression Partners
USAC
$2.84B
$85M 0.01%
3,542,525
-1,808,554
SPEM icon
977
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$85M 0.01%
1,815,376
+822,327
POOL icon
978
Pool Corp
POOL
$9.33B
$85M 0.01%
274,006
-41,067
CYTK icon
979
Cytokinetics
CYTK
$8.06B
$84.8M 0.01%
1,542,857
+225,443
SPMO icon
980
Invesco S&P 500 Momentum ETF
SPMO
$16.7B
$84.7M 0.01%
699,985
+50,799
IJK icon
981
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.33B
$84.3M 0.01%
878,873
+16,657
RDY icon
982
Dr. Reddy's Laboratories
RDY
$11.5B
$84.3M 0.01%
6,027,710
+116,924
ITRI icon
983
Itron
ITRI
$4.8B
$84.1M 0.01%
675,150
-94,671
IEV icon
984
iShares Europe ETF
IEV
$2.28B
$84M 0.01%
1,283,340
-176,678
KIE icon
985
State Street SPDR S&P Insurance ETF
KIE
$768M
$83.8M 0.01%
1,412,312
+433,329
HXL icon
986
Hexcel
HXL
$5.47B
$83.8M 0.01%
1,335,987
+230,181
THC icon
987
Tenet Healthcare
THC
$17.6B
$83.7M 0.01%
412,025
+5,336
BCPC
988
Balchem Corp
BCPC
$5.09B
$83.6M 0.01%
557,106
+105,372
RIVN icon
989
Rivian
RIVN
$21.5B
$83.6M 0.01%
5,692,798
+1,601,472
BSY icon
990
Bentley Systems
BSY
$13.5B
$83.5M 0.01%
1,621,989
-180,877
GLPI icon
991
Gaming and Leisure Properties
GLPI
$12.7B
$83.3M 0.01%
1,787,670
+412,079
WSFS icon
992
WSFS Financial
WSFS
$2.99B
$83.3M 0.01%
1,544,508
+33,398
SOXX icon
993
iShares Semiconductor ETF
SOXX
$16.3B
$83.3M 0.01%
307,105
+139,474
MGA icon
994
Magna International
MGA
$14.2B
$83.2M 0.01%
1,756,158
+7,313
JSCP icon
995
JPMorgan Short Duration Core Plus ETF
JSCP
$865M
$82.8M 0.01%
1,739,036
+340,343
LQD icon
996
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$82.7M 0.01%
741,868
-1,110,701
BSAC icon
997
Banco Santander Chile
BSAC
$14.3B
$82.5M ﹤0.01%
3,113,470
+17,119
MKSI icon
998
MKS Inc
MKSI
$10.3B
$82.3M ﹤0.01%
664,596
-272,324
BYD icon
999
Boyd Gaming
BYD
$6.32B
$82.2M ﹤0.01%
951,125
-159,685
ATO icon
1000
Atmos Energy
ATO
$28.5B
$81.8M ﹤0.01%
479,308
+56,604