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
MGRC icon
1726
McGrath RentCorp
MGRC
$2.5B
$19.1M ﹤0.01%
164,534
-25,225
CURB
1727
Curbline Properties
CURB
$2.44B
$19M ﹤0.01%
831,506
-156,163
BPOP icon
1728
Popular Inc
BPOP
$7.72B
$19M ﹤0.01%
172,225
-53,314
GLOF icon
1729
iShares Global Equity Factor ETF
GLOF
$157M
$19M ﹤0.01%
393,806
+393,276
VRTS icon
1730
Virtus Investment Partners
VRTS
$1.11B
$18.9M ﹤0.01%
104,330
-12,515
GLNG icon
1731
Golar LNG
GLNG
$3.88B
$18.8M ﹤0.01%
456,342
-480,809
TENB icon
1732
Tenable Holdings
TENB
$3.23B
$18.7M ﹤0.01%
553,471
-122,661
BTU icon
1733
Peabody Energy
BTU
$3.53B
$18.6M ﹤0.01%
1,386,219
-230,743
MUR icon
1734
Murphy Oil
MUR
$4.21B
$18.6M ﹤0.01%
825,128
-292,410
CIVI icon
1735
Civitas Resources
CIVI
$2.43B
$18.5M ﹤0.01%
672,718
+448,973
DFIC icon
1736
Dimensional International Core Equity 2 ETF
DFIC
$10.8B
$18.5M ﹤0.01%
595,232
-39,967
FELG icon
1737
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.51B
$18.5M ﹤0.01%
499,432
+4,317
RAL
1738
Ralliant Corp
RAL
$5.34B
$18.5M ﹤0.01%
+381,388
DOLE icon
1739
Dole
DOLE
$1.32B
$18.4M ﹤0.01%
1,318,795
-578,181
QLTA icon
1740
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$18.4M ﹤0.01%
385,063
+44,442
BILL icon
1741
BILL Holdings
BILL
$5.02B
$18.4M ﹤0.01%
397,457
-268,771
BIDU icon
1742
Baidu
BIDU
$41.5B
$18.4M ﹤0.01%
214,261
+63,281
IFS icon
1743
Intercorp Financial Services
IFS
$4.48B
$18.4M ﹤0.01%
481,729
+114,443
GXO icon
1744
GXO Logistics
GXO
$5.71B
$18.3M ﹤0.01%
376,476
-17,273
PB icon
1745
Prosperity Bancshares
PB
$6.35B
$18.3M ﹤0.01%
260,236
-5,518
ITM icon
1746
VanEck Intermediate Muni ETF
ITM
$1.99B
$18.3M ﹤0.01%
401,796
-224,480
HTBK icon
1747
Heritage Commerce
HTBK
$647M
$18.3M ﹤0.01%
1,838,757
-107,922
GEO icon
1748
The GEO Group
GEO
$2.03B
$18.2M ﹤0.01%
761,390
-471,034
LITE icon
1749
Lumentum
LITE
$16.1B
$18.2M ﹤0.01%
191,631
+15,822
IVOO icon
1750
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.79B
$18.2M ﹤0.01%
173,289
-27,869