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
BANF icon
1901
BancFirst
BANF
$3.67B
$14.4M ﹤0.01%
116,139
-8,811
WD icon
1902
Walker & Dunlop
WD
$2.23B
$14.3M ﹤0.01%
203,584
+79,710
PFS icon
1903
Provident Financial Services
PFS
$2.45B
$14.3M ﹤0.01%
817,517
+1,630
PDM
1904
Piedmont Realty Trust
PDM
$1.02B
$14.3M ﹤0.01%
1,965,690
+79,945
MGY icon
1905
Magnolia Oil & Gas
MGY
$4.19B
$14.3M ﹤0.01%
637,052
-162,745
BRTR icon
1906
BlackRock Total Return ETF
BRTR
$263M
$14.2M ﹤0.01%
281,981
-26,824
COLD icon
1907
Americold
COLD
$3.05B
$14.2M ﹤0.01%
856,432
-3,772,895
ARCB icon
1908
ArcBest
ARCB
$1.47B
$14.2M ﹤0.01%
184,476
-136,807
BCRX icon
1909
BioCryst Pharmaceuticals
BCRX
$1.45B
$14.2M ﹤0.01%
1,584,206
+518,623
PJT icon
1910
PJT Partners
PJT
$4.04B
$14.2M ﹤0.01%
85,952
-24,714
OUT icon
1911
Outfront Media
OUT
$3.63B
$14.1M ﹤0.01%
866,678
-98,799
KC
1912
Kingsoft Cloud Holdings
KC
$3.3B
$14.1M ﹤0.01%
1,129,120
+1,086,372
RIOT icon
1913
Riot Platforms
RIOT
$5.16B
$14.1M ﹤0.01%
1,249,595
+296,139
BRSL
1914
Brightstar Lottery PLC
BRSL
$3.15B
$14.1M ﹤0.01%
891,664
+108,014
CEF icon
1915
Sprott Physical Gold and Silver Trust
CEF
$7.75B
$14.1M ﹤0.01%
467,691
+5,892
DKL icon
1916
Delek Logistics
DKL
$2.42B
$14.1M ﹤0.01%
327,466
+46,069
JHX icon
1917
James Hardie Industries
JHX
$9.7B
$14M ﹤0.01%
521,981
+4,763
ICL icon
1918
ICL Group
ICL
$7.09B
$14M ﹤0.01%
2,038,522
-487,882
STR
1919
DELISTED
Sitio Royalties
STR
$14M ﹤0.01%
761,227
+415,751
BLBD icon
1920
Blue Bird Corp
BLBD
$1.65B
$14M ﹤0.01%
324,162
+108,168
CLBT icon
1921
Cellebrite
CLBT
$4.71B
$13.9M ﹤0.01%
867,373
+300,046
UCB
1922
United Community Banks
UCB
$3.64B
$13.9M ﹤0.01%
465,163
+53,754
TGI
1923
DELISTED
Triumph Group
TGI
$13.8M ﹤0.01%
537,756
-986,625
EVTC icon
1924
Evertec
EVTC
$1.88B
$13.8M ﹤0.01%
383,914
-21,935
BCO icon
1925
Brink's
BCO
$4.73B
$13.8M ﹤0.01%
154,293
-19,834