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
CARG icon
1851
CarGurus
CARG
$3.46B
$15.5M ﹤0.01%
463,125
-17,061
MWA icon
1852
Mueller Water Products
MWA
$3.61B
$15.5M ﹤0.01%
644,265
-669,823
DFAU icon
1853
Dimensional US Core Equity Market ETF
DFAU
$9.44B
$15.5M ﹤0.01%
365,430
-13,550
IVT icon
1854
InvenTrust Properties
IVT
$2.18B
$15.3M ﹤0.01%
559,597
-52,477
CWEN icon
1855
Clearway Energy Class C
CWEN
$4.25B
$15.3M ﹤0.01%
478,991
+27,871
NWE icon
1856
NorthWestern Energy
NWE
$4B
$15.2M ﹤0.01%
296,304
-32,288
LX
1857
LexinFintech Holdings
LX
$697M
$15.2M ﹤0.01%
2,105,130
+585,739
EQBK icon
1858
Equity Bancshares
EQBK
$799M
$15.2M ﹤0.01%
371,888
+26,792
BLKB icon
1859
Blackbaud
BLKB
$2.88B
$15.2M ﹤0.01%
236,262
-31,317
LIVN icon
1860
LivaNova
LIVN
$3.01B
$15.1M ﹤0.01%
336,445
-19,374
BUR icon
1861
Burford Capital
BUR
$1.91B
$15.1M ﹤0.01%
1,060,143
+240,738
EXTR icon
1862
Extreme Networks
EXTR
$2.36B
$15.1M ﹤0.01%
841,761
-188,676
DMXF icon
1863
iShares ESG Advanced MSCI EAFE ETF
DMXF
$712M
$15.1M ﹤0.01%
202,874
-5,259
OSBC icon
1864
Old Second Bancorp
OSBC
$966M
$15.1M ﹤0.01%
849,868
-102,022
CCS icon
1865
Century Communities
CCS
$1.73B
$15M ﹤0.01%
267,011
+65,885
FPE icon
1866
First Trust Preferred Securities and Income ETF
FPE
$6.23B
$15M ﹤0.01%
844,334
-150,216
RLAY icon
1867
Relay Therapeutics
RLAY
$1.12B
$15M ﹤0.01%
4,338,403
-571,368
ROAD icon
1868
Construction Partners
ROAD
$5.95B
$15M ﹤0.01%
140,742
+27,901
CRBN icon
1869
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.04B
$15M ﹤0.01%
70,585
-334
PII icon
1870
Polaris
PII
$3.65B
$14.9M ﹤0.01%
367,516
+273,500
DUHP icon
1871
Dimensional US High Profitability ETF
DUHP
$9.64B
$14.9M ﹤0.01%
419,311
+50,296
VDC icon
1872
Vanguard Consumer Staples ETF
VDC
$7.22B
$14.9M ﹤0.01%
68,015
-4,971
HTH icon
1873
Hilltop Holdings
HTH
$2.05B
$14.9M ﹤0.01%
490,077
-58,111
SII
1874
Sprott
SII
$2.29B
$14.9M ﹤0.01%
215,255
+66,472
NPO icon
1875
Enpro
NPO
$4.44B
$14.9M ﹤0.01%
77,588
-84