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
EPOL icon
2176
iShares MSCI Poland ETF
EPOL
$461M
$9.61M ﹤0.01%
297,831
+87,298
RSPH icon
2177
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$759M
$9.57M ﹤0.01%
327,886
+163,110
AAT
2178
American Assets Trust
AAT
$1.17B
$9.56M ﹤0.01%
484,030
-246,342
CRNX icon
2179
Crinetics Pharmaceuticals
CRNX
$3.93B
$9.55M ﹤0.01%
331,957
+66,462
PAAS icon
2180
Pan American Silver
PAAS
$16.5B
$9.51M ﹤0.01%
334,941
+107,852
ZK icon
2181
Zeekr
ZK
$7.05B
$9.51M ﹤0.01%
372,825
+325,691
DNL icon
2182
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$507M
$9.49M ﹤0.01%
235,685
+24,894
AIRR icon
2183
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.37B
$9.47M ﹤0.01%
116,360
+1,249
AMCX icon
2184
AMC Networks
AMCX
$347M
$9.44M ﹤0.01%
1,505,859
-138,161
CPRX icon
2185
Catalyst Pharmaceutical
CPRX
$2.83B
$9.41M ﹤0.01%
433,722
+81,188
IBOC icon
2186
International Bancshares
IBOC
$4.05B
$9.41M ﹤0.01%
141,398
-34,026
BUSE icon
2187
First Busey Corp
BUSE
$2.03B
$9.4M ﹤0.01%
410,700
-199,172
TWI icon
2188
Titan International
TWI
$497M
$9.39M ﹤0.01%
914,268
+61,182
CMRE icon
2189
Costamare
CMRE
$1.77B
$9.39M ﹤0.01%
1,030,194
+462,582
TGNA icon
2190
TEGNA Inc
TGNA
$3.21B
$9.38M ﹤0.01%
559,912
-241,186
IDYA icon
2191
IDEAYA Biosciences
IDYA
$2.79B
$9.38M ﹤0.01%
446,420
+115,827
HBI icon
2192
Hanesbrands
HBI
$2.33B
$9.38M ﹤0.01%
2,047,055
+1,049,161
SUSB icon
2193
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$9.37M ﹤0.01%
372,356
+43,796
NVTS icon
2194
Navitas Semiconductor
NVTS
$1.82B
$9.36M ﹤0.01%
1,428,386
+1,350,857
DVAX icon
2195
Dynavax Technologies
DVAX
$1.31B
$9.35M ﹤0.01%
942,834
+6,461
CRTO icon
2196
Criteo
CRTO
$1.13B
$9.35M ﹤0.01%
390,341
+36,005
SPYD icon
2197
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.22B
$9.34M ﹤0.01%
220,187
-92,832
GBF icon
2198
iShares Government/Credit Bond ETF
GBF
$137M
$9.33M ﹤0.01%
89,336
-12,093
BJRI icon
2199
BJ's Restaurants
BJRI
$786M
$9.31M ﹤0.01%
208,648
+24,579
JCHI icon
2200
JPMorgan Active China ETF
JCHI
$16M
$9.31M ﹤0.01%
190,000