JPMorgan Chase & Co

JPMorgan 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
HPE icon
251
Hewlett Packard
HPE
$30.9B
$964M 0.06%
47,124,039
-9,913,572
AMAT icon
252
Applied Materials
AMAT
$186B
$957M 0.06%
5,225,830
+1,253,129
VEEV icon
253
Veeva Systems
VEEV
$47.7B
$955M 0.06%
3,316,274
+85,516
BBEM icon
254
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$789M
$952M 0.06%
16,367,356
-469,554
USHY icon
255
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$948M 0.06%
25,278,570
+17,091,459
DLR icon
256
Digital Realty Trust
DLR
$57.8B
$935M 0.06%
5,362,241
-2,283,958
C icon
257
Citigroup
C
$180B
$930M 0.06%
10,920,379
-267,423
GOVT icon
258
iShares US Treasury Bond ETF
GOVT
$28.3B
$926M 0.06%
40,314,805
+2,794,537
PSA icon
259
Public Storage
PSA
$48.1B
$926M 0.06%
3,157,067
+103,965
GE icon
260
GE Aerospace
GE
$322B
$924M 0.06%
3,590,222
-160,925
TMUS icon
261
T-Mobile US
TMUS
$225B
$919M 0.06%
3,856,965
-1,116,409
CHTR icon
262
Charter Communications
CHTR
$28.2B
$918M 0.06%
2,245,709
-64,364
JAVA icon
263
JPMorgan Active Value ETF
JAVA
$4.24B
$908M 0.06%
13,865,481
+434,807
SHY icon
264
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$905M 0.06%
10,920,793
-499,313
IAGG icon
265
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$904M 0.06%
17,687,858
+2,676,137
VOOG icon
266
Vanguard S&P 500 Growth ETF
VOOG
$20.5B
$900M 0.06%
2,269,714
-77,762
INTC icon
267
Intel
INTC
$178B
$899M 0.06%
40,132,390
-11,226,429
TD icon
268
Toronto Dominion Bank
TD
$137B
$894M 0.06%
12,174,499
+2,180,097
XLK icon
269
Technology Select Sector SPDR Fund
XLK
$94.7B
$889M 0.06%
3,510,145
+1,675,887
XBI icon
270
State Street SPDR S&P Biotech ETF
XBI
$6.31B
$882M 0.06%
10,638,105
+268,399
IUSB icon
271
iShares Core Universal USD Bond ETF
IUSB
$33.4B
$868M 0.06%
18,782,389
+618,328
ADP icon
272
Automatic Data Processing
ADP
$102B
$867M 0.06%
2,812,637
+582,000
RY icon
273
Royal Bank of Canada
RY
$205B
$862M 0.06%
6,555,945
+97,733
SPGI icon
274
S&P Global
SPGI
$148B
$862M 0.06%
1,634,521
-314,779
RJF icon
275
Raymond James Financial
RJF
$31.9B
$861M 0.06%
5,616,998
+1,651,380