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
STRL icon
1501
Sterling Infrastructure
STRL
$10B
$28.3M ﹤0.01%
122,623
+9,374
PBH icon
1502
Prestige Consumer Healthcare
PBH
$2.88B
$28.2M ﹤0.01%
353,004
+14,814
DEM icon
1503
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.21B
$28M ﹤0.01%
619,107
+26,039
TPH icon
1504
Tri Pointe Homes
TPH
$2.73B
$28M ﹤0.01%
877,599
+239,238
FWONK icon
1505
Liberty Media Series C
FWONK
$25.2B
$28M ﹤0.01%
268,107
+16,672
BCC icon
1506
Boise Cascade
BCC
$2.56B
$27.9M ﹤0.01%
321,849
+12,217
GATX icon
1507
GATX Corp
GATX
$5.58B
$27.9M ﹤0.01%
181,659
+9,667
VRE
1508
Veris Residential
VRE
$1.39B
$27.9M ﹤0.01%
1,872,715
-11,719
SPMB icon
1509
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.41B
$27.8M ﹤0.01%
1,259,729
+11,873
ROKU icon
1510
Roku
ROKU
$14.8B
$27.8M ﹤0.01%
316,323
+64,000
GL icon
1511
Globe Life
GL
$10.6B
$27.7M ﹤0.01%
223,162
+2,253
XHR
1512
Xenia Hotels & Resorts
XHR
$1.31B
$27.6M ﹤0.01%
2,196,763
+276,523
MCHI icon
1513
iShares MSCI China ETF
MCHI
$8.32B
$27.4M ﹤0.01%
498,132
-969,856
JMUB icon
1514
JPMorgan Municipal ETF
JMUB
$3.77B
$27.4M ﹤0.01%
552,609
+45,987
LW icon
1515
Lamb Weston
LW
$8.06B
$27.4M ﹤0.01%
528,386
-640,766
CADE icon
1516
Cadence Bank
CADE
$7.15B
$27.4M ﹤0.01%
856,262
+287,637
ARMK icon
1517
Aramark
ARMK
$10.1B
$27.3M ﹤0.01%
652,741
-78,794
AMG icon
1518
Affiliated Managers Group
AMG
$7.29B
$27.3M ﹤0.01%
138,865
-7,735
PGNY icon
1519
Progyny
PGNY
$2.11B
$27.2M ﹤0.01%
1,235,308
-14,833
AM icon
1520
Antero Midstream
AM
$8.53B
$27M ﹤0.01%
1,427,071
-374,059
ALEX
1521
Alexander & Baldwin
ALEX
$1.17B
$27M ﹤0.01%
1,515,304
+263,483
IOSP icon
1522
Innospec
IOSP
$1.85B
$27M ﹤0.01%
321,164
+48,152
GNMA icon
1523
iShares GNMA Bond ETF
GNMA
$369M
$27M ﹤0.01%
614,377
-47,680
ACWV icon
1524
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.31B
$27M ﹤0.01%
227,503
+44,909
PRGS icon
1525
Progress Software
PRGS
$1.81B
$26.8M ﹤0.01%
420,425
+126,254