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
AKRO icon
1801
Akero Therapeutics
AKRO
$4.46B
$16.7M ﹤0.01%
313,493
-18,890
STRA icon
1802
Strategic Education
STRA
$1.89B
$16.7M ﹤0.01%
196,457
+107,171
VCLT icon
1803
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.3B
$16.6M ﹤0.01%
219,122
-130,587
FCFS icon
1804
FirstCash
FCFS
$6.97B
$16.6M ﹤0.01%
122,653
-28,613
PAGS icon
1805
PagSeguro Digital
PAGS
$2.74B
$16.6M ﹤0.01%
1,718,588
+228,633
NSIT icon
1806
Insight Enterprises
NSIT
$2.8B
$16.6M ﹤0.01%
119,958
-35,893
SPSM icon
1807
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$16.5M ﹤0.01%
388,278
-1,244,004
UAN icon
1808
CVR Partners
UAN
$1.03B
$16.5M ﹤0.01%
+185,906
AHR icon
1809
American Healthcare REIT
AHR
$8.53B
$16.5M ﹤0.01%
449,443
+21,446
NMRK icon
1810
Newmark Group
NMRK
$2.98B
$16.5M ﹤0.01%
1,357,755
-344,975
TPC
1811
Tutor Perini Cor
TPC
$3.15B
$16.5M ﹤0.01%
352,298
+65,742
RNA icon
1812
Avidity Biosciences
RNA
$10.7B
$16.5M ﹤0.01%
580,275
+139,473
IGIB icon
1813
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$16.4M ﹤0.01%
308,357
-708,400
DIOD icon
1814
Diodes
DIOD
$2.09B
$16.4M ﹤0.01%
310,524
-208,092
EWL icon
1815
iShares MSCI Switzerland ETF
EWL
$1.38B
$16.4M ﹤0.01%
299,606
-251,254
SHG icon
1816
Shinhan Financial Group
SHG
$26.1B
$16.4M ﹤0.01%
362,259
-130,382
TK icon
1817
Teekay
TK
$855M
$16.4M ﹤0.01%
1,983,752
+1,122,843
BBAI icon
1818
BigBear.ai
BBAI
$2.77B
$16.3M ﹤0.01%
2,398,419
+2,326,883
JUST icon
1819
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$495M
$16.3M ﹤0.01%
185,212
-39,253
SKYY icon
1820
First Trust Cloud Computing ETF
SKYY
$3.15B
$16.2M ﹤0.01%
133,518
-7,384
FNDF icon
1821
Schwab Fundamental International Large Company Index ETF
FNDF
$18.9B
$16.2M ﹤0.01%
404,410
+196,900
VOYA icon
1822
Voya Financial
VOYA
$6.79B
$16.2M ﹤0.01%
227,864
-56,175
SDRL icon
1823
Seadrill
SDRL
$1.85B
$16.1M ﹤0.01%
614,849
+512,074
ENPH icon
1824
Enphase Energy
ENPH
$3.78B
$16.1M ﹤0.01%
405,191
-735,508
RITM icon
1825
Rithm Capital
RITM
$6.18B
$16M ﹤0.01%
1,415,844
+201,720