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
SAIC icon
1926
Saic
SAIC
$4.12B
$13.8M ﹤0.01%
122,277
-16,195
PX icon
1927
P10
PX
$1.09B
$13.8M ﹤0.01%
1,345,495
+664,967
ICHR icon
1928
Ichor Holdings
ICHR
$512M
$13.7M ﹤0.01%
699,511
+225,738
XLB icon
1929
Materials Select Sector SPDR Fund
XLB
$5.41B
$13.7M ﹤0.01%
156,400
-123,571
ARCO icon
1930
Arcos Dorados Holdings
ARCO
$1.54B
$13.7M ﹤0.01%
1,735,011
-5,254,700
SHYG icon
1931
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$13.7M ﹤0.01%
316,759
+77,000
BHE icon
1932
Benchmark Electronics
BHE
$1.54B
$13.7M ﹤0.01%
351,730
-80,306
FCPT icon
1933
Four Corners Property Trust
FCPT
$2.56B
$13.7M ﹤0.01%
507,302
+15,851
IBCP icon
1934
Independent Bank Corp
IBCP
$643M
$13.6M ﹤0.01%
421,139
+2,206
XAR icon
1935
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.61B
$13.6M ﹤0.01%
64,513
+21,319
MOAT icon
1936
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$13.6M ﹤0.01%
145,061
-2,456
ORIC icon
1937
Oric Pharmaceuticals
ORIC
$1.18B
$13.6M ﹤0.01%
1,335,448
+1,299,799
AZTA icon
1938
Azenta
AZTA
$1.37B
$13.5M ﹤0.01%
439,922
-584,666
DLN icon
1939
WisdomTree US LargeCap Dividend Fund
DLN
$5.42B
$13.5M ﹤0.01%
164,580
-15,250
ATRO icon
1940
Astronics
ATRO
$1.75B
$13.5M ﹤0.01%
403,354
-35,933
APLD icon
1941
Applied Digital
APLD
$6.45B
$13.5M ﹤0.01%
1,339,452
-330,910
ECH icon
1942
iShares MSCI Chile ETF
ECH
$815M
$13.5M ﹤0.01%
427,727
-149,483
VDE icon
1943
Vanguard Energy ETF
VDE
$7.38B
$13.4M ﹤0.01%
112,562
-3,007
DFLV icon
1944
Dimensional US Large Cap Value ETF
DFLV
$4.27B
$13.4M ﹤0.01%
432,023
+36,147
HL icon
1945
Hecla Mining
HL
$9.94B
$13.4M ﹤0.01%
2,233,620
-311,055
IHS icon
1946
IHS Holding
IHS
$2.16B
$13.4M ﹤0.01%
2,405,394
+348,623
FOPC
1947
Frontier Asset Opportunistic Credit ETF
FOPC
$33.8M
$13.4M ﹤0.01%
524,884
-34,573
THG icon
1948
Hanover Insurance
THG
$6.48B
$13.4M ﹤0.01%
78,630
+15,481
FNB icon
1949
FNB Corp
FNB
$5.68B
$13.3M ﹤0.01%
914,652
-159,322
QS icon
1950
QuantumScape
QS
$8.16B
$13.3M ﹤0.01%
1,982,578
+1,803,196