JP Morgan Chase

JP Morgan Chase 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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.28%
2 Financials 10.2%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MEAR icon
1876
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.24B
$16.7M ﹤0.01%
331,557
+41,148
UGP icon
1877
Ultrapar
UGP
$4.36B
$16.7M ﹤0.01%
4,084,186
+2,205,282
GLOF icon
1878
iShares Global Equity Factor ETF
GLOF
$155M
$16.7M ﹤0.01%
323,411
-70,395
SCHM icon
1879
Schwab US Mid-Cap ETF
SCHM
$13.1B
$16.7M ﹤0.01%
562,767
-2,829
FOLD icon
1880
Amicus Therapeutics
FOLD
$2.91B
$16.7M ﹤0.01%
2,116,166
-94,105
HTH icon
1881
Hilltop Holdings
HTH
$1.99B
$16.7M ﹤0.01%
498,420
+8,343
PBF icon
1882
PBF Energy
PBF
$4.39B
$16.6M ﹤0.01%
551,849
-482,748
AVDE icon
1883
Avantis International Equity ETF
AVDE
$9.61B
$16.6M ﹤0.01%
211,006
+37,319
ONC
1884
BeOne Medicines Ltd
ONC
$41.7B
$16.6M ﹤0.01%
48,812
-39,202
VOYA icon
1885
Voya Financial
VOYA
$6.53B
$16.6M ﹤0.01%
222,292
-5,572
BIP icon
1886
Brookfield Infrastructure Partners
BIP
$16.3B
$16.6M ﹤0.01%
505,183
+178,534
HCC icon
1887
Warrior Met Coal
HCC
$4.1B
$16.6M ﹤0.01%
261,040
-16,673
OMF icon
1888
OneMain Financial
OMF
$6.72B
$16.4M ﹤0.01%
289,943
+72,688
VNOM icon
1889
Viper Energy
VNOM
$6.18B
$16.4M ﹤0.01%
428,168
+124,259
BY icon
1890
Byline Bancorp
BY
$1.22B
$16.3M ﹤0.01%
588,359
+140,219
LBRX
1891
LB Pharmaceuticals
LBRX
$431M
$16.3M ﹤0.01%
+1,032,603
EUSB icon
1892
iShares ESG Advanced Universal USD Bond ETF
EUSB
$693M
$16.3M ﹤0.01%
371,055
-24,658
BRBR icon
1893
BellRing Brands
BRBR
$3.23B
$16.3M ﹤0.01%
447,951
-144,973
MZTI
1894
The Marzetti Company
MZTI
$4.62B
$16.2M ﹤0.01%
93,844
+23,655
PNFP icon
1895
Pinnacle Financial Partners
PNFP
$6.55B
$16.2M ﹤0.01%
172,684
-479,878
SDRL icon
1896
Seadrill
SDRL
$1.91B
$16.2M ﹤0.01%
535,856
-78,993
ILF icon
1897
iShares Latin America 40 ETF
ILF
$1.99B
$16.1M ﹤0.01%
558,385
+122,610
DOLE icon
1898
Dole
DOLE
$1.34B
$16.1M ﹤0.01%
1,198,417
-120,378
WKC icon
1899
World Kinect Corp
WKC
$1.32B
$16.1M ﹤0.01%
619,754
+63,226
UCTT icon
1900
Ultra Clean Holdings
UCTT
$1.04B
$16.1M ﹤0.01%
589,055
+279,953