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
FSS icon
1601
Federal Signal
FSS
$6.7B
$23.8M ﹤0.01%
223,354
-29,796
TAL icon
1602
TAL Education Group
TAL
$6.95B
$23.8M ﹤0.01%
2,325,366
-587,823
SAN icon
1603
Banco Santander
SAN
$161B
$23.7M ﹤0.01%
2,859,097
+654,503
MHO icon
1604
M/I Homes
MHO
$3.38B
$23.7M ﹤0.01%
211,376
-28,622
SPH icon
1605
Suburban Propane Partners
SPH
$1.25B
$23.5M ﹤0.01%
1,266,303
+199,693
MARA icon
1606
Marathon Digital Holdings
MARA
$4.83B
$23.4M ﹤0.01%
1,495,523
-938,490
FOX icon
1607
Fox Class B
FOX
$26.2B
$23.4M ﹤0.01%
453,951
-740,598
ILCV icon
1608
iShares Morningstar Value ETF
ILCV
$1.14B
$23.4M ﹤0.01%
280,679
+51,901
WEN icon
1609
Wendy's
WEN
$1.66B
$23.4M ﹤0.01%
2,048,988
-2,420,356
SYNA icon
1610
Synaptics
SYNA
$2.55B
$23.4M ﹤0.01%
360,670
+60,917
SLM icon
1611
SLM Corp
SLM
$5.74B
$23.3M ﹤0.01%
711,969
+52,194
KN icon
1612
Knowles
KN
$1.86B
$23.2M ﹤0.01%
1,319,223
-186,515
MASI icon
1613
Masimo
MASI
$8.19B
$23.2M ﹤0.01%
138,090
-108,399
KTOS icon
1614
Kratos Defense & Security Solutions
KTOS
$12.1B
$23.2M ﹤0.01%
499,873
+187,128
CHCO icon
1615
City Holding Co
CHCO
$1.74B
$23.2M ﹤0.01%
189,557
-3,656
VPL icon
1616
Vanguard FTSE Pacific ETF
VPL
$8.19B
$23.2M ﹤0.01%
282,362
-24,250
IWX icon
1617
iShares Russell Top 200 Value ETF
IWX
$2.9B
$23.1M ﹤0.01%
274,444
+21,382
AVTR icon
1618
Avantor
AVTR
$7.98B
$23.1M ﹤0.01%
1,715,258
+314,257
ZION icon
1619
Zions Bancorporation
ZION
$7.52B
$23.1M ﹤0.01%
444,473
-64,839
EFSC icon
1620
Enterprise Financial Services Corp
EFSC
$1.96B
$23M ﹤0.01%
416,822
-40,520
NWG icon
1621
NatWest
NWG
$65B
$22.9M ﹤0.01%
1,621,691
+622,331
OKLO
1622
Oklo
OKLO
$15B
$22.9M ﹤0.01%
409,808
+359,866
GFS icon
1623
GlobalFoundries
GFS
$18.2B
$22.9M ﹤0.01%
600,529
-76,388
FLQL icon
1624
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.78B
$22.8M ﹤0.01%
361,334
+54,769
IAUM icon
1625
iShares Gold Trust Micro
IAUM
$4.86B
$22.8M ﹤0.01%
690,733
+75,000