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
PXF icon
2401
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.23B
$6.7M ﹤0.01%
116,602
+45,627
GPRE icon
2402
Green Plains
GPRE
$663M
$6.69M ﹤0.01%
1,108,671
+1,051,654
CBU icon
2403
Community Bank
CBU
$2.96B
$6.69M ﹤0.01%
117,550
-61,017
PSMT icon
2404
Pricesmart
PSMT
$3.59B
$6.66M ﹤0.01%
63,410
-3,197
CWI icon
2405
SPDR MSCI ACWI ex-US ETF
CWI
$2.19B
$6.66M ﹤0.01%
203,910
-108,086
BKD icon
2406
Brookdale Senior Living
BKD
$2.46B
$6.63M ﹤0.01%
952,599
-190,662
UI icon
2407
Ubiquiti
UI
$33.7B
$6.61M ﹤0.01%
16,064
-267
OCUL icon
2408
Ocular Therapeutix
OCUL
$2.38B
$6.61M ﹤0.01%
712,100
+374,269
ELME
2409
Elme Communities
ELME
$1.48B
$6.61M ﹤0.01%
415,522
-47,113
OPRA
2410
Opera Ltd
OPRA
$1.2B
$6.59M ﹤0.01%
348,819
-78,505
SXT icon
2411
Sensient Technologies
SXT
$4.05B
$6.59M ﹤0.01%
66,906
-42,118
PLUS icon
2412
ePlus
PLUS
$2.39B
$6.59M ﹤0.01%
91,422
+15,742
CXT icon
2413
Crane NXT
CXT
$3.46B
$6.59M ﹤0.01%
122,276
-8,561
QNST icon
2414
QuinStreet
QNST
$804M
$6.59M ﹤0.01%
409,136
+101,868
DIVB icon
2415
iShares Core Dividend ETF
DIVB
$1.01B
$6.58M ﹤0.01%
130,774
+46,000
OOMA icon
2416
Ooma
OOMA
$315M
$6.57M ﹤0.01%
509,327
-108,764
IYH icon
2417
iShares US Healthcare ETF
IYH
$3.08B
$6.56M ﹤0.01%
116,155
-48,439
CAKE icon
2418
Cheesecake Factory
CAKE
$2.29B
$6.56M ﹤0.01%
104,675
+56,711
POWL icon
2419
Powell Industries
POWL
$3.96B
$6.55M ﹤0.01%
31,116
+1,822
BATRK icon
2420
Atlanta Braves Holdings Series B
BATRK
$2.43B
$6.55M ﹤0.01%
139,961
-24,724
EXPI icon
2421
eXp World Holdings
EXPI
$1.73B
$6.46M ﹤0.01%
710,001
+256,095
ARWR icon
2422
Arrowhead Research
ARWR
$5.69B
$6.44M ﹤0.01%
407,644
-80,027
LYG icon
2423
Lloyds Banking Group
LYG
$71.9B
$6.43M ﹤0.01%
1,512,313
+1,111,897
UITB icon
2424
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.49B
$6.42M ﹤0.01%
136,331
+2,648
DBMF icon
2425
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.54B
$6.39M ﹤0.01%
248,279
+8,963