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
HWKN icon
1776
Hawkins
HWKN
$2.67B
$17.3M ﹤0.01%
122,016
-8,574
UBSI icon
1777
United Bankshares
UBSI
$5.12B
$17.3M ﹤0.01%
475,133
-116,302
SCHF icon
1778
Schwab International Equity ETF
SCHF
$53.1B
$17.3M ﹤0.01%
783,093
-93,111
IVZ icon
1779
Invesco
IVZ
$10.7B
$17.3M ﹤0.01%
1,096,073
-421,805
WIT icon
1780
Wipro
WIT
$27.9B
$17.3M ﹤0.01%
5,712,604
-343,460
EUSB icon
1781
iShares ESG Advanced Universal USD Bond ETF
EUSB
$695M
$17.2M ﹤0.01%
395,713
+8,532
EMLC icon
1782
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.81B
$17.2M ﹤0.01%
679,019
+677,201
LNW icon
1783
Light & Wonder
LNW
$7.03B
$17.2M ﹤0.01%
178,514
-8,088
ANIP icon
1784
ANI Pharmaceuticals
ANIP
$1.9B
$17.2M ﹤0.01%
262,935
-159,815
GRFS icon
1785
Grifois
GRFS
$5.92B
$17.1M ﹤0.01%
1,888,176
+219,724
ICVT icon
1786
iShares Convertible Bond ETF
ICVT
$2.92B
$17.1M ﹤0.01%
189,271
-91,502
SEDG icon
1787
SolarEdge
SEDG
$2.18B
$17M ﹤0.01%
833,599
-210,083
KMT icon
1788
Kennametal
KMT
$2.1B
$17M ﹤0.01%
739,836
+185,207
SMPL icon
1789
Simply Good Foods
SMPL
$1.95B
$17M ﹤0.01%
537,469
+144,343
CX icon
1790
Cemex
CX
$14.8B
$17M ﹤0.01%
2,449,271
-2,024,087
IRDM icon
1791
Iridium Communications
IRDM
$1.75B
$17M ﹤0.01%
562,371
-176,453
ATUS icon
1792
Altice USA
ATUS
$850M
$17M ﹤0.01%
7,923,968
+641,966
NIO icon
1793
NIO
NIO
$15.4B
$16.9M ﹤0.01%
4,939,379
+4,751,817
VBTX
1794
DELISTED
Veritex Holdings
VBTX
$16.9M ﹤0.01%
648,679
+84,599
MDGL icon
1795
Madrigal Pharmaceuticals
MDGL
$11.7B
$16.9M ﹤0.01%
55,854
+27,840
OI icon
1796
O-I Glass
OI
$2.04B
$16.9M ﹤0.01%
1,145,980
+633,875
VAC icon
1797
Marriott Vacations Worldwide
VAC
$1.59B
$16.9M ﹤0.01%
233,557
+130,306
FLS icon
1798
Flowserve
FLS
$8.64B
$16.8M ﹤0.01%
321,574
-22,730
IHI icon
1799
iShares US Medical Devices ETF
IHI
$4.42B
$16.8M ﹤0.01%
267,658
-86,094
QRVO icon
1800
Qorvo
QRVO
$7.96B
$16.7M ﹤0.01%
197,266
-303,036