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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$7.49B
2 +$6.55B
3 +$3.25B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72B
5
DIS icon
Walt Disney
DIS
+$2.57B

Top Sells

1 +$4.98B
2 +$2.57B
3 +$1.98B
4
UNH icon
UnitedHealth
UNH
+$1.96B
5
UNP icon
Union Pacific
UNP
+$1.93B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OBDC icon
1376
Blue Owl Capital
OBDC
$6.12B
$35.6M ﹤0.01%
2,479,913
+167,123
NFG icon
1377
National Fuel Gas
NFG
$7.29B
$35.5M ﹤0.01%
419,387
-47,806
EWZ icon
1378
iShares MSCI Brazil ETF
EWZ
$6.09B
$35.5M ﹤0.01%
1,231,119
+33,457
FWRG icon
1379
First Watch Restaurant Group
FWRG
$1.03B
$35.5M ﹤0.01%
2,213,754
+39,648
GBDC icon
1380
Golub Capital BDC
GBDC
$3.69B
$35.5M ﹤0.01%
2,422,672
+78,641
AES icon
1381
AES
AES
$9.76B
$35.5M ﹤0.01%
3,371,485
-187,120
ORI icon
1382
Old Republic International
ORI
$10.7B
$35.5M ﹤0.01%
922,229
+36,688
RGLD icon
1383
Royal Gold
RGLD
$15.9B
$35.4M ﹤0.01%
199,128
-5,410
IJS icon
1384
iShares S&P Small-Cap 600 Value ETF
IJS
$6.61B
$35.4M ﹤0.01%
355,716
-52,847
EPI icon
1385
WisdomTree India Earnings Fund ETF
EPI
$2.93B
$35.3M ﹤0.01%
743,712
+47,472
ITB icon
1386
iShares US Home Construction ETF
ITB
$2.97B
$35.2M ﹤0.01%
378,207
+105,767
CAE icon
1387
CAE Inc
CAE
$8.47B
$35.2M ﹤0.01%
1,203,491
+10,263
APLE icon
1388
Apple Hospitality REIT
APLE
$2.75B
$35.2M ﹤0.01%
3,013,809
-856,700
GFI icon
1389
Gold Fields
GFI
$37.1B
$35.1M ﹤0.01%
1,482,677
-445,067
PECO icon
1390
Phillips Edison & Co
PECO
$4.36B
$35.1M ﹤0.01%
1,001,775
-527,605
IRT icon
1391
Independence Realty Trust
IRT
$3.93B
$35.1M ﹤0.01%
1,982,951
+7,309
HWC icon
1392
Hancock Whitney
HWC
$4.9B
$35M ﹤0.01%
609,439
+131,987
EVH icon
1393
Evolent Health
EVH
$464M
$34.8M ﹤0.01%
3,094,598
+170,246
EAGL
1394
Eagle Capital Select Equity ETF
EAGL
$3.19B
$34.8M ﹤0.01%
1,154,552
+703,694
NXE icon
1395
NexGen Energy
NXE
$5.29B
$34.8M ﹤0.01%
5,007,555
-475,515
BIV icon
1396
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$34.7M ﹤0.01%
448,709
+21,898
CASH icon
1397
Pathward Financial
CASH
$1.56B
$34.6M ﹤0.01%
437,902
-12,568
AOS icon
1398
A.O. Smith
AOS
$9.18B
$34.5M ﹤0.01%
526,676
+56,386
SMTC icon
1399
Semtech
SMTC
$5.91B
$34.4M ﹤0.01%
761,655
+47,993
BRBR icon
1400
BellRing Brands
BRBR
$3.4B
$34.3M ﹤0.01%
592,924
+200,436