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
CAPL icon
2226
CrossAmerica Partners
CAPL
$797M
$8.9M ﹤0.01%
425,510
-19,295
DXC icon
2227
DXC Technology
DXC
$2.32B
$8.87M ﹤0.01%
580,005
-433,141
SMB icon
2228
VanEck Short Muni ETF
SMB
$285M
$8.84M ﹤0.01%
512,454
+68,847
EPS icon
2229
WisdomTree US LargeCap Fund
EPS
$1.27B
$8.84M ﹤0.01%
138,096
+6,089
ROIV icon
2230
Roivant Sciences
ROIV
$14.3B
$8.83M ﹤0.01%
783,927
-23,838
NTLA icon
2231
Intellia Therapeutics
NTLA
$1B
$8.82M ﹤0.01%
940,483
+396,858
FISI icon
2232
Financial Institutions
FISI
$593M
$8.8M ﹤0.01%
342,834
+12,181
KNF icon
2233
Knife River
KNF
$4.02B
$8.79M ﹤0.01%
107,726
-33,104
NCMI icon
2234
National CineMedia
NCMI
$384M
$8.77M ﹤0.01%
1,809,465
-1,509,473
UE icon
2235
Urban Edge Properties
UE
$2.4B
$8.76M ﹤0.01%
469,329
-49,329
NTES icon
2236
NetEase
NTES
$89.8B
$8.73M ﹤0.01%
64,899
-181,906
BALI icon
2237
iShares U.S. Large Cap Premium Income Active ETF
BALI
$439M
$8.73M ﹤0.01%
290,031
+99,721
CINT icon
2238
CI&T Inc
CINT
$616M
$8.72M ﹤0.01%
1,460,678
+1,454,751
EE icon
2239
Excelerate Energy
EE
$848M
$8.71M ﹤0.01%
297,182
+181,689
M icon
2240
Macy's
M
$5.39B
$8.71M ﹤0.01%
746,982
-42,835
QDF icon
2241
FlexShares Quality Dividend Index Fund
QDF
$1.99B
$8.67M ﹤0.01%
118,533
-5,023
BHF icon
2242
Brighthouse Financial
BHF
$3.76B
$8.66M ﹤0.01%
160,977
+10,334
XMLV icon
2243
Invesco S&P MidCap Low Volatility ETF
XMLV
$798M
$8.65M ﹤0.01%
140,226
+28,497
COCO icon
2244
Vita Coco
COCO
$2.46B
$8.63M ﹤0.01%
239,073
+24,427
DSGX icon
2245
Descartes Systems
DSGX
$7.07B
$8.61M ﹤0.01%
84,754
-10,324
FDP icon
2246
Fresh Del Monte Produce
FDP
$1.72B
$8.59M ﹤0.01%
264,952
-19,015
VSCO icon
2247
Victoria's Secret
VSCO
$2.8B
$8.57M ﹤0.01%
462,932
+79,669
HPP
2248
Hudson Pacific Properties
HPP
$778M
$8.57M ﹤0.01%
3,127,849
+1,021,363
GMS
2249
DELISTED
GMS Inc
GMS
$8.54M ﹤0.01%
78,565
-6,525
SGU icon
2250
Star Group
SGU
$398M
$8.52M ﹤0.01%
728,570
-37,697