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
AROC icon
2201
Archrock
AROC
$4.12B
$9.3M ﹤0.01%
374,583
-260,335
TNC icon
2202
Tennant Co
TNC
$1.33B
$9.3M ﹤0.01%
119,979
+10,546
TOWN icon
2203
Towne Bank
TOWN
$2.61B
$9.27M ﹤0.01%
271,167
-75,873
NEE.PRT
2204
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.51B
$9.23M ﹤0.01%
208,698
+65,093
PPC icon
2205
Pilgrim's Pride
PPC
$8.94B
$9.23M ﹤0.01%
205,303
-71,952
FMBH icon
2206
First Mid Bancshares
FMBH
$893M
$9.21M ﹤0.01%
245,565
+8,169
LZB icon
2207
La-Z-Boy
LZB
$1.27B
$9.17M ﹤0.01%
246,590
+27,510
BUD icon
2208
AB InBev
BUD
$126B
$9.14M ﹤0.01%
132,946
-10,113
VCYT icon
2209
Veracyte
VCYT
$3.15B
$9.11M ﹤0.01%
336,978
+243,111
SCS icon
2210
Steelcase
SCS
$1.79B
$9.1M ﹤0.01%
872,488
+630,416
ATXS icon
2211
Astria Therapeutics
ATXS
$710M
$9.09M ﹤0.01%
1,696,071
+1,660,039
KYMR icon
2212
Kymera Therapeutics
KYMR
$4.58B
$9.06M ﹤0.01%
207,722
+160,848
SBSI icon
2213
Southside Bancshares
SBSI
$866M
$9.05M ﹤0.01%
307,570
-88,541
ADUS icon
2214
Addus HomeCare
ADUS
$2.05B
$9.05M ﹤0.01%
78,552
-53,450
FRO icon
2215
Frontline
FRO
$5.58B
$9.02M ﹤0.01%
549,584
+226,435
DGII icon
2216
Digi International
DGII
$1.43B
$9.02M ﹤0.01%
258,694
-13,800
SITM icon
2217
SiTime
SITM
$7.53B
$9M ﹤0.01%
42,240
+17,725
PAC icon
2218
Grupo Aeroportuario del Pacifico
PAC
$11B
$8.99M ﹤0.01%
39,154
+66
GIII icon
2219
G-III Apparel Group
GIII
$1.19B
$8.96M ﹤0.01%
400,075
-81,148
ASAN icon
2220
Asana
ASAN
$2.99B
$8.96M ﹤0.01%
663,608
+217,627
TRUP icon
2221
Trupanion
TRUP
$1.7B
$8.95M ﹤0.01%
161,781
+64,704
SKM icon
2222
SK Telecom
SKM
$7.82B
$8.95M ﹤0.01%
383,123
+269,135
JPIN icon
2223
JPMorgan Diversified Return International Equity ETF
JPIN
$368M
$8.93M ﹤0.01%
139,228
+30,258
BRSP
2224
BrightSpire Capital
BRSP
$708M
$8.92M ﹤0.01%
1,766,739
-130,205
DFIS icon
2225
Dimensional International Small Cap ETF
DFIS
$3.94B
$8.91M ﹤0.01%
298,564
+18,746