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
SON icon
1651
Sonoco
SON
$4.1B
$22M ﹤0.01%
505,003
-27,216
WTRG icon
1652
Essential Utilities
WTRG
$11.3B
$22M ﹤0.01%
592,167
-388,366
CBT icon
1653
Cabot Corp
CBT
$3.29B
$22M ﹤0.01%
292,961
-43,587
FOUR icon
1654
Shift4
FOUR
$4.97B
$21.9M ﹤0.01%
221,136
+35,538
PEB icon
1655
Pebblebrook Hotel Trust
PEB
$1.26B
$21.9M ﹤0.01%
2,189,138
+1,803,278
DFIV icon
1656
Dimensional International Value ETF
DFIV
$14.2B
$21.8M ﹤0.01%
509,202
-8,262
DOL icon
1657
WisdomTree True Developed International Fund
DOL
$687M
$21.7M ﹤0.01%
364,450
+4,368
SLNO icon
1658
Soleno Therapeutics
SLNO
$2.54B
$21.7M ﹤0.01%
258,965
+231,579
WSBC icon
1659
WesBanco
WSBC
$2.99B
$21.6M ﹤0.01%
683,842
-82,161
SPTM icon
1660
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$21.6M ﹤0.01%
288,606
+20,320
AVUS icon
1661
Avantis US Equity ETF
AVUS
$9.79B
$21.6M ﹤0.01%
213,943
-250,669
CROX icon
1662
Crocs
CROX
$3.85B
$21.5M ﹤0.01%
212,761
-31,312
FINT
1663
Frontier Asset Total International Equity ETF
FINT
$55.9M
$21.5M ﹤0.01%
746,260
+16,272
SLRC icon
1664
SLR Investment Corp
SLRC
$845M
$21.5M ﹤0.01%
1,331,363
-9,096
AIZ icon
1665
Assurant
AIZ
$11.4B
$21.5M ﹤0.01%
108,605
-41,139
LPX icon
1666
Louisiana-Pacific
LPX
$5.28B
$21.4M ﹤0.01%
249,257
-76,481
AVEM icon
1667
Avantis Emerging Markets Equity ETF
AVEM
$13.8B
$21.3M ﹤0.01%
311,490
+95,810
ONC
1668
BeOne Medicines Ltd
ONC
$40.8B
$21.3M ﹤0.01%
88,014
-50,296
AAL icon
1669
American Airlines Group
AAL
$8.63B
$21.3M ﹤0.01%
1,898,518
-1,633,700
AX icon
1670
Axos Financial
AX
$4.52B
$21.3M ﹤0.01%
279,984
-76,177
MSM icon
1671
MSC Industrial Direct
MSM
$5B
$21.3M ﹤0.01%
250,401
+14,107
GT icon
1672
Goodyear
GT
$2.17B
$21.2M ﹤0.01%
2,041,518
+247,609
EEMV icon
1673
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.76B
$21.1M ﹤0.01%
335,762
+73,502
SPR icon
1674
Spirit AeroSystems
SPR
$4.27B
$21M ﹤0.01%
551,605
+105,831
COLM icon
1675
Columbia Sportswear
COLM
$2.93B
$21M ﹤0.01%
344,040
-273,673