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
JHG icon
1626
Janus Henderson
JHG
$6.76B
$22.8M ﹤0.01%
585,960
-142,832
USPX icon
1627
Franklin US Equity Index ETF
USPX
$1.45B
$22.7M ﹤0.01%
418,432
+64,227
GRPN icon
1628
Groupon
GRPN
$754M
$22.7M ﹤0.01%
679,753
+667,519
MAT icon
1629
Mattel
MAT
$6.08B
$22.7M ﹤0.01%
1,149,799
+51,764
ANGI icon
1630
Angi Inc
ANGI
$482M
$22.6M ﹤0.01%
1,482,804
+1,452,692
MGNI icon
1631
Magnite
MGNI
$2.04B
$22.6M ﹤0.01%
938,088
-50,701
DFIN icon
1632
Donnelley Financial Solutions
DFIN
$1.23B
$22.6M ﹤0.01%
366,904
+9,206
KEX icon
1633
Kirby Corp
KEX
$5.83B
$22.6M ﹤0.01%
198,859
+64,795
NEE.PRR
1634
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
$22.5M ﹤0.01%
566,758
+81,430
EWU icon
1635
iShares MSCI United Kingdom ETF
EWU
$2.94B
$22.5M ﹤0.01%
567,032
-74,684
PPH icon
1636
VanEck Pharmaceutical ETF
PPH
$685M
$22.5M ﹤0.01%
255,837
+247,171
QBTS icon
1637
D-Wave Quantum
QBTS
$8.19B
$22.5M ﹤0.01%
1,536,099
+1,402,156
TSLX icon
1638
Sixth Street Specialty
TSLX
$2.02B
$22.4M ﹤0.01%
942,789
+4,638
PBF icon
1639
PBF Energy
PBF
$4.34B
$22.4M ﹤0.01%
1,034,597
+591,975
TBBB icon
1640
BBB Foods
TBBB
$3.02B
$22.3M ﹤0.01%
802,903
-153,218
ATGE icon
1641
Adtalem Global Education
ATGE
$3.5B
$22.2M ﹤0.01%
174,425
-49,830
EWS icon
1642
iShares MSCI Singapore ETF
EWS
$870M
$22.1M ﹤0.01%
851,840
-405,840
HIW icon
1643
Highwoods Properties
HIW
$3.19B
$22.1M ﹤0.01%
710,883
-12,487
ARHS icon
1644
Arhaus
ARHS
$1.29B
$22.1M ﹤0.01%
2,548,946
+97,149
SHM icon
1645
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$22.1M ﹤0.01%
461,941
-130,054
SKYW icon
1646
Skywest
SKYW
$3.96B
$22.1M ﹤0.01%
214,550
+80,486
ABG icon
1647
Asbury Automotive
ABG
$4.34B
$22.1M ﹤0.01%
92,547
+21,596
REZI icon
1648
Resideo Technologies
REZI
$4.67B
$22.1M ﹤0.01%
1,000,366
+100,477
PAM icon
1649
Pampa Energía
PAM
$4.67B
$22.1M ﹤0.01%
317,998
-33,358
MSGS icon
1650
Madison Square Garden
MSGS
$5.24B
$22M ﹤0.01%
105,493
-13,950