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
CRUS icon
1451
Cirrus Logic
CRUS
$6.1B
$30.9M ﹤0.01%
296,699
-13,844
LXP icon
1452
LXP Industrial Trust
LXP
$2.71B
$30.8M ﹤0.01%
3,726,176
-14,740
LLYVA icon
1453
Liberty Live Group Series A
LLYVA
$7.45B
$30.7M ﹤0.01%
386,705
+139,055
MRX
1454
Marex Group
MRX
$2.49B
$30.7M ﹤0.01%
777,615
+400,842
PK icon
1455
Park Hotels & Resorts
PK
$2.09B
$30.7M ﹤0.01%
2,998,594
+410,176
LGLV icon
1456
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.08B
$30.6M ﹤0.01%
175,531
+104,963
CPK icon
1457
Chesapeake Utilities
CPK
$3.17B
$30.6M ﹤0.01%
254,563
-9,855
GNR icon
1458
SPDR S&P Global Natural Resources ETF
GNR
$3.43B
$30.6M ﹤0.01%
563,243
-15,207
JBND icon
1459
JPMorgan Active Bond ETF
JBND
$3.22B
$30.5M ﹤0.01%
570,031
+47,356
HSBC icon
1460
HSBC
HSBC
$251B
$30.5M ﹤0.01%
502,200
+309,738
CNO icon
1461
CNO Financial Group
CNO
$3.95B
$30.5M ﹤0.01%
791,095
-123,528
MGK icon
1462
Vanguard Mega Cap Growth ETF
MGK
$31.2B
$30.5M ﹤0.01%
83,322
+6,999
SCHV icon
1463
Schwab US Large-Cap Value ETF
SCHV
$14B
$30.4M ﹤0.01%
1,099,529
+315,242
NJR icon
1464
New Jersey Resources
NJR
$4.68B
$30M ﹤0.01%
670,090
+27,147
TDS icon
1465
Telephone and Data Systems
TDS
$4.47B
$30M ﹤0.01%
842,088
-283,421
ERIC icon
1466
Ericsson
ERIC
$32.8B
$29.9M ﹤0.01%
3,524,928
+3,014,724
ILCG icon
1467
iShares Morningstar Growth ETF
ILCG
$3.03B
$29.8M ﹤0.01%
307,252
-14,425
KT icon
1468
KT
KT
$8.75B
$29.7M ﹤0.01%
1,430,132
+479,564
SPHY icon
1469
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$9.16B
$29.7M ﹤0.01%
1,248,456
+631,146
R icon
1470
Ryder
R
$6.84B
$29.6M ﹤0.01%
185,852
+37,960
OGS icon
1471
ONE Gas
OGS
$4.92B
$29.5M ﹤0.01%
411,043
-420,934
PGY icon
1472
Pagaya Technologies
PGY
$1.88B
$29.5M ﹤0.01%
1,385,279
+1,127,242
DOCS icon
1473
Doximity
DOCS
$9.36B
$29.4M ﹤0.01%
479,112
+17,769
DYN icon
1474
Dyne Therapeutics
DYN
$2.69B
$29.4M ﹤0.01%
3,086,779
+555,466
PTCT icon
1475
PTC Therapeutics
PTCT
$6.02B
$29.4M ﹤0.01%
601,560
-1,922