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
KLC
2076
KinderCare Learning Companies
KLC
$484M
$11M ﹤0.01%
1,086,911
+273,017
PHYL icon
2077
PGIM Active High Yield Bond ETF
PHYL
$433M
$11M ﹤0.01%
309,024
-38,775
MCY icon
2078
Mercury Insurance
MCY
$4.79B
$11M ﹤0.01%
162,648
+71,844
IYE icon
2079
iShares US Energy ETF
IYE
$1.17B
$10.9M ﹤0.01%
242,090
+39,042
BIP icon
2080
Brookfield Infrastructure Partners
BIP
$16.3B
$10.9M ﹤0.01%
326,649
+240,326
NOV icon
2081
NOV
NOV
$5.55B
$10.9M ﹤0.01%
878,185
-1,305,019
BHP icon
2082
BHP
BHP
$140B
$10.9M ﹤0.01%
226,440
-210,355
JADE
2083
JPMorgan Active Developing Markets Equity ETF
JADE
$18.9M
$10.9M ﹤0.01%
200,000
FNCL icon
2084
Fidelity MSCI Financials Index ETF
FNCL
$2.31B
$10.9M ﹤0.01%
146,906
-92
VAW icon
2085
Vanguard Materials ETF
VAW
$2.69B
$10.9M ﹤0.01%
55,735
-2,643
LI icon
2086
Li Auto
LI
$20.1B
$10.9M ﹤0.01%
400,363
+68,435
RING icon
2087
iShares MSCI Global Gold Miners ETF
RING
$2.32B
$10.8M ﹤0.01%
247,447
-13,125
TREX icon
2088
Trex
TREX
$3.38B
$10.8M ﹤0.01%
198,938
-199,595
BIPC icon
2089
Brookfield Infrastructure
BIPC
$5.32B
$10.8M ﹤0.01%
259,996
-141,449
LEGN icon
2090
Legend Biotech
LEGN
$5.8B
$10.8M ﹤0.01%
304,321
-14,622
VNQI icon
2091
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$10.8M ﹤0.01%
233,892
+40,048
ARIS
2092
DELISTED
Aris Water Solutions
ARIS
$10.8M ﹤0.01%
456,344
-212
AMRX icon
2093
Amneal Pharmaceuticals
AMRX
$3.63B
$10.8M ﹤0.01%
1,332,366
+240,676
FSM icon
2094
Fortuna Silver Mines
FSM
$2.55B
$10.7M ﹤0.01%
1,643,635
-1,714,680
CLFD icon
2095
Clearfield
CLFD
$428M
$10.7M ﹤0.01%
247,149
-2,700
HYDB icon
2096
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
$10.7M ﹤0.01%
225,545
-299,812
HEQQ
2097
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$30.2M
$10.7M ﹤0.01%
200,000
SJNK icon
2098
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$10.7M ﹤0.01%
419,449
-584,898
PTEN icon
2099
Patterson-UTI
PTEN
$2.2B
$10.7M ﹤0.01%
1,801,729
-566,795
FLO icon
2100
Flowers Foods
FLO
$2.39B
$10.7M ﹤0.01%
668,396
-22,940