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
LZ icon
2026
LegalZoom.com
LZ
$1.77B
$12.1M ﹤0.01%
1,352,865
+442,345
BY icon
2027
Byline Bancorp
BY
$1.25B
$12M ﹤0.01%
448,140
+4,070
PBI icon
2028
Pitney Bowes
PBI
$1.49B
$12M ﹤0.01%
1,097,468
+223,163
NWN icon
2029
Northwest Natural Holdings
NWN
$2B
$12M ﹤0.01%
301,237
-92,297
SCHQ icon
2030
Schwab Long-Term US Treasury ETF
SCHQ
$822M
$11.9M ﹤0.01%
374,273
-111,962
RGTI icon
2031
Rigetti Computing
RGTI
$8.32B
$11.9M ﹤0.01%
1,002,078
+888,844
MAIN icon
2032
Main Street Capital
MAIN
$5.28B
$11.9M ﹤0.01%
200,717
+65,979
LCDS
2033
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$16.1M
$11.9M ﹤0.01%
200,000
SG icon
2034
Sweetgreen
SG
$703M
$11.8M ﹤0.01%
795,839
+672,835
IPAR icon
2035
Interparfums
IPAR
$2.81B
$11.8M ﹤0.01%
89,952
+2,202
ESRT icon
2036
Empire State Realty Trust
ESRT
$1.23B
$11.8M ﹤0.01%
1,454,890
+14,895
USRT icon
2037
iShares Core US REIT ETF
USRT
$3.12B
$11.8M ﹤0.01%
208,052
-13,310
AEG icon
2038
Aegon
AEG
$12.4B
$11.8M ﹤0.01%
1,623,496
+1,485,135
MMS icon
2039
Maximus
MMS
$4.54B
$11.7M ﹤0.01%
167,195
-36,200
PRDO icon
2040
Perdoceo Education
PRDO
$2.01B
$11.7M ﹤0.01%
358,825
+40,987
CSW
2041
CSW Industrials
CSW
$4.11B
$11.7M ﹤0.01%
40,866
-6,870
SAH icon
2042
Sonic Automotive
SAH
$2.2B
$11.6M ﹤0.01%
145,665
-21,667
FORM icon
2043
FormFactor
FORM
$3.93B
$11.6M ﹤0.01%
338,235
-173,115
FHI icon
2044
Federated Hermes
FHI
$3.82B
$11.6M ﹤0.01%
261,793
+28,575
VNOM icon
2045
Viper Energy
VNOM
$6.27B
$11.6M ﹤0.01%
303,909
+39,867
ST icon
2046
Sensata Technologies
ST
$4.44B
$11.5M ﹤0.01%
383,337
+31,206
MRC
2047
DELISTED
MRC Global
MRC
$11.5M ﹤0.01%
840,647
+20,854
DV icon
2048
DoubleVerify
DV
$1.69B
$11.5M ﹤0.01%
768,230
+117,161
RYAN icon
2049
Ryan Specialty Holdings
RYAN
$7.32B
$11.5M ﹤0.01%
168,748
-689,650
EDV icon
2050
Vanguard World Funds Extended Duration ETF
EDV
$3.92B
$11.5M ﹤0.01%
170,464
-2,658,130