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
ESGV icon
2276
Vanguard ESG US Stock ETF
ESGV
$11.6B
$8.23M ﹤0.01%
75,068
-472
FELE icon
2277
Franklin Electric
FELE
$4.17B
$8.23M ﹤0.01%
91,655
-95,318
XRAY icon
2278
Dentsply Sirona
XRAY
$2.19B
$8.19M ﹤0.01%
515,496
-67,609
THFF icon
2279
First Financial Corp
THFF
$673M
$8.18M ﹤0.01%
150,897
-33,742
PCRX icon
2280
Pacira BioSciences
PCRX
$1.02B
$8.17M ﹤0.01%
342,006
-310,470
BXMT icon
2281
Blackstone Mortgage Trust
BXMT
$3.09B
$8.14M ﹤0.01%
423,023
-241,933
OII icon
2282
Oceaneering
OII
$2.32B
$8.13M ﹤0.01%
392,321
-199,760
MCB icon
2283
Metropolitan Bank Holding Corp
MCB
$714M
$8.12M ﹤0.01%
116,036
-20,167
AUB icon
2284
Atlantic Union Bankshares
AUB
$4.66B
$8.08M ﹤0.01%
258,205
+74,938
GNL icon
2285
Global Net Lease
GNL
$1.75B
$8.07M ﹤0.01%
1,068,513
-62,280
AMBA icon
2286
Ambarella
AMBA
$3.79B
$8.07M ﹤0.01%
122,107
-108,220
FPEI icon
2287
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.71B
$8.06M ﹤0.01%
424,287
-1,037,318
SKY icon
2288
Champion Homes
SKY
$4.44B
$8M ﹤0.01%
127,838
-198,575
CVCO icon
2289
Cavco Industries
CVCO
$4.29B
$7.98M ﹤0.01%
18,363
-11,694
SPHR icon
2290
Sphere Entertainment
SPHR
$2.75B
$7.97M ﹤0.01%
190,562
+10,336
BACQU
2291
Inflection Point Acquisition Corp IV Unit
BACQU
$7.96M ﹤0.01%
750,000
-249,990
HTRB icon
2292
Hartford Total Return Bond ETF
HTRB
$2.07B
$7.96M ﹤0.01%
235,159
+158,293
FMDE icon
2293
Fidelity Enhanced Mid Cap ETF
FMDE
$3.49B
$7.96M ﹤0.01%
231,266
+12,728
EZM icon
2294
WisdomTree US MidCap Fund
EZM
$844M
$7.95M ﹤0.01%
128,762
-26,316
VFC icon
2295
VF Corp
VFC
$5.97B
$7.93M ﹤0.01%
674,886
-2,047,377
SGHC icon
2296
SGHC Ltd
SGHC
$6.22B
$7.93M ﹤0.01%
722,660
+168,622
CCO icon
2297
Clear Channel Outdoor Holdings
CCO
$945M
$7.93M ﹤0.01%
6,775,078
+59,366
JOBY icon
2298
Joby Aviation
JOBY
$13.5B
$7.92M ﹤0.01%
750,733
+333,995
BRC icon
2299
Brady Corp
BRC
$3.54B
$7.9M ﹤0.01%
116,292
-7,060
BH icon
2300
Biglari Holdings Class B
BH
$996M
$7.89M ﹤0.01%
27,006
-370