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
LNW
1976
DELISTED
Light & Wonder
LNW
$14.4M ﹤0.01%
171,706
-6,808
VPU icon
1977
Vanguard Utilities ETF
VPU
$7.84B
$14.4M ﹤0.01%
75,906
+17,132
FNB icon
1978
FNB Corp
FNB
$5.51B
$14.3M ﹤0.01%
889,939
-24,713
DLN icon
1979
WisdomTree US LargeCap Dividend Fund
DLN
$5.37B
$14.3M ﹤0.01%
164,654
+74
BCS icon
1980
Barclays
BCS
$73.6B
$14.3M ﹤0.01%
691,846
-1,339,634
AWI icon
1981
Armstrong World Industries
AWI
$7.76B
$14.3M ﹤0.01%
72,952
+13,395
EQBK icon
1982
Equity Bancshares
EQBK
$777M
$14.3M ﹤0.01%
350,547
-21,341
PRDO icon
1983
Perdoceo Education
PRDO
$1.94B
$14.2M ﹤0.01%
378,378
+19,553
FVAL icon
1984
Fidelity Value Factor ETF
FVAL
$1.06B
$14.2M ﹤0.01%
206,398
-1,681
TKR icon
1985
Timken Company
TKR
$5.18B
$14.2M ﹤0.01%
188,791
+8,691
SHYG icon
1986
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
$14.2M ﹤0.01%
327,427
+10,668
KGS icon
1987
Kodiak Gas Services
KGS
$2.86B
$14.2M ﹤0.01%
383,154
+272,685
KMX icon
1988
CarMax
KMX
$4.72B
$14.1M ﹤0.01%
315,305
-341,685
RTO icon
1989
Rentokil
RTO
$13.2B
$14.1M ﹤0.01%
560,332
+467,167
AEO icon
1990
American Eagle Outfitters
AEO
$2.99B
$14.1M ﹤0.01%
826,448
-258,348
CNOB icon
1991
Center Bancorp
CNOB
$1.17B
$14.1M ﹤0.01%
569,333
-101,394
IBEX icon
1992
IBEX
IBEX
$474M
$14.1M ﹤0.01%
347,583
+95,595
MRCY icon
1993
Mercury Systems
MRCY
$4.11B
$14.1M ﹤0.01%
181,773
+56,800
RIG icon
1994
Transocean
RIG
$4.49B
$14.1M ﹤0.01%
4,504,318
+3,789,039
DFUV icon
1995
Dimensional US Marketwide Value ETF
DFUV
$12.2B
$14.1M ﹤0.01%
314,461
+73,317
LNN icon
1996
Lindsay Corp
LNN
$1.15B
$14.1M ﹤0.01%
99,977
-350
UCB
1997
United Community Banks
UCB
$3.52B
$14M ﹤0.01%
447,101
-18,062
XLB icon
1998
Materials Select Sector SPDR Fund
XLB
$5.28B
$14M ﹤0.01%
156,244
-156
UUUU icon
1999
Energy Fuels
UUUU
$3.55B
$14M ﹤0.01%
912,120
+795,929
AGNC icon
2000
AGNC Investment
AGNC
$10.8B
$14M ﹤0.01%
1,429,581
+325,104