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
VB icon
576
Vanguard Small-Cap ETF
VB
$67B
$252M 0.02%
1,063,051
+8,195
KBWB icon
577
Invesco KBW Bank ETF
KBWB
$5.17B
$251M 0.02%
3,503,711
+1,894,583
AYI icon
578
Acuity Brands
AYI
$11B
$251M 0.02%
840,508
+50,491
MPLX icon
579
MPLX
MPLX
$52.1B
$251M 0.02%
4,867,313
-178,655
SLB icon
580
SLB Ltd
SLB
$54.8B
$249M 0.02%
7,380,158
-2,255,450
MTSI icon
581
MACOM Technology Solutions
MTSI
$12.7B
$249M 0.02%
1,738,063
-28,813
ITW icon
582
Illinois Tool Works
ITW
$71.2B
$247M 0.02%
1,000,938
-264,067
MAS icon
583
Masco
MAS
$12.9B
$247M 0.02%
3,845,280
-36,973
SAIA icon
584
Saia
SAIA
$7.52B
$247M 0.02%
902,842
-102,317
JEF icon
585
Jefferies Financial Group
JEF
$11.2B
$246M 0.02%
4,498,154
-628,360
IAC icon
586
IAC Inc
IAC
$2.57B
$245M 0.02%
6,568,927
-76,590
AAXJ icon
587
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.25B
$244M 0.02%
2,953,649
-23,351
WSC icon
588
WillScot Mobile Mini Holdings
WSC
$3.33B
$244M 0.02%
8,902,435
+436,696
IGOV icon
589
iShares International Treasury Bond ETF
IGOV
$1.11B
$243M 0.02%
5,648,399
+5,613,950
RPM icon
590
RPM International
RPM
$13.8B
$243M 0.02%
2,214,520
+31,387
FMX icon
591
Fomento Económico Mexicano
FMX
$33.1B
$241M 0.02%
2,343,671
-190,479
NTAP icon
592
NetApp
NTAP
$22.6B
$241M 0.02%
2,257,386
+768,914
TGT icon
593
Target
TGT
$41.5B
$240M 0.02%
2,432,957
+173,631
HEFA icon
594
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.7B
$238M 0.02%
6,275,245
-2,468,723
VCSH icon
595
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$237M 0.02%
2,974,971
+1,768,572
EMBJ
596
Embraer S.A. ADS
EMBJ
$11.8B
$236M 0.02%
4,146,931
+646,132
VWOB icon
597
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.87B
$236M 0.02%
3,608,831
+201,437
MDY icon
598
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$235M 0.02%
415,574
-13,791
EXLS icon
599
EXL Service
EXLS
$6.28B
$234M 0.02%
5,344,484
-1,360,453
SYY icon
600
Sysco
SYY
$36B
$233M 0.02%
3,073,028
-14,095