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
ALV icon
1751
Autoliv
ALV
$9.34B
$18.1M ﹤0.01%
161,535
+12,120
SMFG icon
1752
Sumitomo Mitsui Financial
SMFG
$106B
$18M ﹤0.01%
1,190,566
+1,026
HEZU icon
1753
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$715M
$18M ﹤0.01%
437,715
+78,155
JD icon
1754
JD.com
JD
$43.5B
$17.9M ﹤0.01%
548,336
+43,096
IAT icon
1755
iShares US Regional Banks ETF
IAT
$663M
$17.9M ﹤0.01%
360,619
+1,941
KBH icon
1756
KB Home
KBH
$3.91B
$17.8M ﹤0.01%
335,736
-302,174
CRBG icon
1757
Corebridge Financial
CRBG
$14.7B
$17.8M ﹤0.01%
500,857
-1,171
DORM icon
1758
Dorman Products
DORM
$4.11B
$17.8M ﹤0.01%
144,884
-81,526
MIR icon
1759
Mirion Technologies
MIR
$5.87B
$17.8M ﹤0.01%
825,269
+537,900
NSSC icon
1760
Napco Security Technologies
NSSC
$1.44B
$17.7M ﹤0.01%
597,552
+46,668
JVAL icon
1761
JPMorgan US Value Factor ETF
JVAL
$558M
$17.7M ﹤0.01%
401,083
+120,399
IWY icon
1762
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$17.7M ﹤0.01%
71,791
-3,884
SNV icon
1763
Synovus
SNV
$6.4B
$17.7M ﹤0.01%
341,701
-4,061
DFCF icon
1764
Dimensional Core Fixed Income ETF
DFCF
$8.08B
$17.7M ﹤0.01%
418,364
-16,350
TNK icon
1765
Teekay Tankers
TNK
$2.14B
$17.6M ﹤0.01%
422,384
-20,890
NOBL icon
1766
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$17.6M ﹤0.01%
174,933
-82,410
GLP icon
1767
Global Partners
GLP
$1.43B
$17.6M ﹤0.01%
333,973
+90,169
SAFE
1768
Safehold
SAFE
$964M
$17.6M ﹤0.01%
1,131,494
+182,006
SHLD icon
1769
Global X Defense Tech ETF
SHLD
$4.14B
$17.6M ﹤0.01%
291,846
+195,246
TAFI icon
1770
AB Tax-Aware Short Duration Municipal ETF
TAFI
$914M
$17.5M ﹤0.01%
696,961
+249,468
PHIN icon
1771
Phinia Inc
PHIN
$2.1B
$17.5M ﹤0.01%
393,235
-17,402
SPTS icon
1772
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
$17.5M ﹤0.01%
597,299
+75,758
H icon
1773
Hyatt Hotels
H
$14.4B
$17.5M ﹤0.01%
125,262
-44,857
LBRT icon
1774
Liberty Energy
LBRT
$2.47B
$17.5M ﹤0.01%
1,520,867
-132,381
JFLI
1775
JPMorgan Flexible Income ETF
JFLI
$30.5M
$17.4M ﹤0.01%
350,000
-50,000