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
SPHQ icon
1701
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$19.9M ﹤0.01%
278,848
+26,711
TCBI icon
1702
Texas Capital Bancshares
TCBI
$3.86B
$19.8M ﹤0.01%
249,735
-39,809
EBC icon
1703
Eastern Bankshares
EBC
$3.92B
$19.8M ﹤0.01%
1,298,192
-166,265
ARRY icon
1704
Array Technologies
ARRY
$1.16B
$19.7M ﹤0.01%
3,346,365
+758,080
FCBD
1705
Frontier Asset Core Bond ETF
FCBD
$44.5M
$19.7M ﹤0.01%
773,563
-81,671
RAMP icon
1706
LiveRamp
RAMP
$1.9B
$19.6M ﹤0.01%
594,657
-102,584
ASX icon
1707
ASE Group
ASX
$31.9B
$19.6M ﹤0.01%
1,901,855
-3,317,827
AXSM icon
1708
Axsome Therapeutics
AXSM
$6.93B
$19.6M ﹤0.01%
187,728
+62,945
DINO icon
1709
HF Sinclair
DINO
$9.94B
$19.6M ﹤0.01%
476,988
+40,848
DFAE icon
1710
Dimensional Emerging Core Equity Market ETF
DFAE
$7.06B
$19.6M ﹤0.01%
676,466
+225,003
PENG
1711
Penguin Solutions Inc
PENG
$995M
$19.5M ﹤0.01%
986,633
+411,527
IGRO icon
1712
iShares International Dividend Growth ETF
IGRO
$1.21B
$19.5M ﹤0.01%
247,129
-5,929
ATMU icon
1713
Atmus Filtration Technologies
ATMU
$3.97B
$19.5M ﹤0.01%
534,337
+221,044
BAC.PRL icon
1714
Bank of America Series L
BAC.PRL
$3.87B
$19.4M ﹤0.01%
15,992
-1,286
FWRD icon
1715
Forward Air
FWRD
$663M
$19.3M ﹤0.01%
786,883
+252,509
CORT icon
1716
Corcept Therapeutics
CORT
$7.97B
$19.3M ﹤0.01%
262,811
-27,964
GMAB icon
1717
Genmab
GMAB
$18.6B
$19.3M ﹤0.01%
933,309
+135,814
ASB icon
1718
Associated Banc-Corp
ASB
$4.21B
$19.3M ﹤0.01%
790,230
-42,091
FTAI icon
1719
FTAI Aviation
FTAI
$15.7B
$19.3M ﹤0.01%
167,377
-584,104
IGF icon
1720
iShares Global Infrastructure ETF
IGF
$8.34B
$19.2M ﹤0.01%
324,492
-29,469
SRAD icon
1721
Sportradar
SRAD
$6.7B
$19.2M ﹤0.01%
684,055
+504,673
RRX icon
1722
Regal Rexnord
RRX
$9.13B
$19.2M ﹤0.01%
132,385
-718,062
CWCO icon
1723
Consolidated Water Co
CWCO
$572M
$19.1M ﹤0.01%
637,378
+101,434
RUN icon
1724
Sunrun
RUN
$4.38B
$19.1M ﹤0.01%
2,338,087
+955,283
OSK icon
1725
Oshkosh
OSK
$7.86B
$19.1M ﹤0.01%
168,354
-25,362