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
PTGX icon
1576
Protagonist Therapeutics
PTGX
$5.2B
$24.6M ﹤0.01%
445,692
-23,207
COKE icon
1577
Coca-Cola Consolidated
COKE
$13.8B
$24.6M ﹤0.01%
220,527
-4,573
SAFT icon
1578
Safety Insurance
SAFT
$1.14B
$24.6M ﹤0.01%
310,072
+125,398
WING icon
1579
Wingstop
WING
$6.53B
$24.4M ﹤0.01%
72,605
-27,335
KD icon
1580
Kyndryl
KD
$5.85B
$24.4M ﹤0.01%
582,601
+4,507
MIRM icon
1581
Mirum Pharmaceuticals
MIRM
$3.56B
$24.4M ﹤0.01%
480,276
+192,340
SPLV icon
1582
Invesco S&P 500 Low Volatility ETF
SPLV
$7.76B
$24.4M ﹤0.01%
334,539
-79,223
SWK icon
1583
Stanley Black & Decker
SWK
$10.4B
$24.3M ﹤0.01%
358,441
-130,766
DOX icon
1584
Amdocs
DOX
$8.46B
$24.3M ﹤0.01%
266,124
+31,827
AS icon
1585
Amer Sports
AS
$16.9B
$24.3M ﹤0.01%
626,433
+621,233
PRF icon
1586
Invesco FTSE RAFI US 1000 ETF
PRF
$8.7B
$24.3M ﹤0.01%
573,701
+27,448
AAUC
1587
Allied Gold Corp
AAUC
$2.08B
$24.2M ﹤0.01%
+1,791,270
CR icon
1588
Crane Co
CR
$10.7B
$24.2M ﹤0.01%
127,463
+1,688
DBJP icon
1589
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$442M
$24.2M ﹤0.01%
315,876
-3,687
MTH icon
1590
Meritage Homes
MTH
$4.68B
$24M ﹤0.01%
358,987
-190,070
LDUR icon
1591
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$952M
$24M ﹤0.01%
250,872
+9,638
ANF icon
1592
Abercrombie & Fitch
ANF
$3.37B
$24M ﹤0.01%
290,144
-61,083
DBEF icon
1593
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.42B
$24M ﹤0.01%
549,021
-477,868
WBS icon
1594
Webster Financial
WBS
$9.15B
$24M ﹤0.01%
439,227
-32,009
IBTA icon
1595
Ibotta
IBTA
$709M
$24M ﹤0.01%
654,876
+542,313
XLRE icon
1596
Real Estate Select Sector SPDR Fund
XLRE
$7.61B
$23.9M ﹤0.01%
577,882
-12,629
PTON icon
1597
Peloton Interactive
PTON
$3.05B
$23.9M ﹤0.01%
3,438,771
+236,040
DEI icon
1598
Douglas Emmett
DEI
$1.97B
$23.8M ﹤0.01%
1,582,771
+689
SKT icon
1599
Tanger
SKT
$3.89B
$23.8M ﹤0.01%
777,637
+76,330
SCHA icon
1600
Schwab U.S Small- Cap ETF
SCHA
$20.1B
$23.8M ﹤0.01%
939,529
+13,906