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
IWN icon
1026
iShares Russell 2000 Value ETF
IWN
$12B
$76.8M ﹤0.01%
434,327
-88,949
GLOB icon
1027
Globant
GLOB
$2.72B
$76.7M ﹤0.01%
1,336,556
-30,135
SNEX icon
1028
StoneX
SNEX
$4.7B
$76.5M ﹤0.01%
758,390
+146,065
KRMN
1029
Karman Holdings
KRMN
$8.96B
$76.3M ﹤0.01%
1,057,299
-460,248
MMSI icon
1030
Merit Medical Systems
MMSI
$5.22B
$76.3M ﹤0.01%
917,122
+64,920
MGV icon
1031
Vanguard Mega Cap Value ETF
MGV
$10.3B
$76.3M ﹤0.01%
554,007
+43,956
XRT icon
1032
State Street SPDR S&P Retail ETF
XRT
$583M
$76M ﹤0.01%
882,222
+875,082
HII icon
1033
Huntington Ingalls Industries
HII
$12.5B
$75.9M ﹤0.01%
263,779
-90,041
IRTC icon
1034
iRhythm Technologies
IRTC
$5.77B
$75.6M ﹤0.01%
439,438
-123,763
NOVT icon
1035
Novanta
NOVT
$3.95B
$75.4M ﹤0.01%
753,111
+30,674
SMR icon
1036
NuScale Power
SMR
$4.35B
$75.3M ﹤0.01%
2,092,660
-380,976
SHAK icon
1037
Shake Shack
SHAK
$3.77B
$75.1M ﹤0.01%
802,505
+388,583
ENSG icon
1038
The Ensign Group
ENSG
$10.4B
$74.9M ﹤0.01%
433,600
+72,923
HOLX icon
1039
Hologic
HOLX
$16.6B
$74.8M ﹤0.01%
1,108,008
-158,315
GTM
1040
ZoomInfo Technologies
GTM
$3.25B
$74.7M ﹤0.01%
6,844,151
-145,639
BRK.A icon
1041
Berkshire Hathaway Class A
BRK.A
$1.09T
$74.7M ﹤0.01%
99
-1
USIG icon
1042
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$74.3M ﹤0.01%
1,422,206
+45,662
LRGF icon
1043
iShares US Equity Factor ETF
LRGF
$2.98B
$74.2M ﹤0.01%
1,074,504
-56,913
TAP icon
1044
Molson Coors Class B
TAP
$9.09B
$74.2M ﹤0.01%
1,639,745
+603,635
VT icon
1045
Vanguard Total World Stock ETF
VT
$55.6B
$74.1M ﹤0.01%
538,035
+16,506
ATR icon
1046
AptarGroup
ATR
$7.75B
$74.1M ﹤0.01%
554,168
+21,019
NXST icon
1047
Nexstar Media Group
NXST
$5.7B
$74M ﹤0.01%
374,027
+228,603
CHEF icon
1048
Chefs' Warehouse
CHEF
$2.51B
$74M ﹤0.01%
1,267,884
-94,678
MORN icon
1049
Morningstar
MORN
$8.89B
$73.9M ﹤0.01%
318,478
+82,154
RGA icon
1050
Reinsurance Group of America
RGA
$12.5B
$73.8M ﹤0.01%
384,160
+17,292