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
AGO icon
1876
Assured Guaranty
AGO
$4.04B
$14.8M ﹤0.01%
170,242
+51,519
SBCF icon
1877
Seacoast Banking Corp of Florida
SBCF
$2.94B
$14.8M ﹤0.01%
534,877
+132,796
VNT icon
1878
Vontier
VNT
$5.26B
$14.8M ﹤0.01%
400,021
-60,279
FDN icon
1879
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.37B
$14.7M ﹤0.01%
54,523
-4,589
VSH icon
1880
Vishay Intertechnology
VSH
$1.85B
$14.7M ﹤0.01%
924,598
+239,044
FCN icon
1881
FTI Consulting
FCN
$5.09B
$14.6M ﹤0.01%
90,703
-13,967
DFAS icon
1882
Dimensional US Small Cap ETF
DFAS
$11.1B
$14.6M ﹤0.01%
229,817
+17,254
TM icon
1883
Toyota
TM
$265B
$14.6M ﹤0.01%
84,917
+10,062
INDB icon
1884
Independent Bank
INDB
$3.42B
$14.6M ﹤0.01%
232,439
-33,026
RNG icon
1885
RingCentral
RNG
$2.35B
$14.6M ﹤0.01%
515,093
+28,211
MEAR icon
1886
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.24B
$14.6M ﹤0.01%
290,409
-17,152
HRI icon
1887
Herc Holdings
HRI
$4.42B
$14.6M ﹤0.01%
110,659
+19,665
CORZ icon
1888
Core Scientific
CORZ
$4.7B
$14.5M ﹤0.01%
852,203
-825,957
CENTA icon
1889
Central Garden & Pet Co Class A
CENTA
$1.82B
$14.5M ﹤0.01%
464,858
-100,618
ICLN icon
1890
iShares Global Clean Energy ETF
ICLN
$1.83B
$14.5M ﹤0.01%
1,108,613
+377,004
YELP icon
1891
Yelp
YELP
$1.79B
$14.5M ﹤0.01%
424,086
-209,948
VVV icon
1892
Valvoline
VVV
$4.04B
$14.5M ﹤0.01%
383,257
-2,461
LNN icon
1893
Lindsay Corp
LNN
$1.21B
$14.5M ﹤0.01%
100,327
+17,207
TDC icon
1894
Teradata
TDC
$2.51B
$14.5M ﹤0.01%
648,372
-32,849
LNC icon
1895
Lincoln National
LNC
$7.8B
$14.5M ﹤0.01%
418,030
+26,376
PLYM
1896
Plymouth Industrial REIT
PLYM
$988M
$14.5M ﹤0.01%
900,430
+16,947
IGLB icon
1897
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.56B
$14.5M ﹤0.01%
287,842
-83,309
TBBK icon
1898
The Bancorp
TBBK
$2.73B
$14.4M ﹤0.01%
253,391
-114,985
IGEB icon
1899
iShares Investment Grade Systematic Bond ETF
IGEB
$1.38B
$14.4M ﹤0.01%
317,402
+101,479
AZZ icon
1900
AZZ Inc
AZZ
$2.93B
$14.4M ﹤0.01%
152,549
-258