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
AEE icon
601
Ameren
AEE
$28.3B
$232M 0.02%
2,419,756
+1,141,978
SW
602
Smurfit Westrock
SW
$18.7B
$231M 0.02%
5,361,846
-738,221
NVO icon
603
Novo Nordisk
NVO
$203B
$229M 0.02%
3,324,798
-2,169,545
IUSG icon
604
iShares Core S&P US Growth ETF
IUSG
$25.8B
$227M 0.01%
1,509,761
-9,206
DGRO icon
605
iShares Core Dividend Growth ETF
DGRO
$35.3B
$226M 0.01%
3,530,119
+297,416
PCOR icon
606
Procore
PCOR
$12B
$225M 0.01%
3,282,582
+23,038
CUBE icon
607
CubeSmart
CUBE
$8.56B
$223M 0.01%
5,249,175
-312,031
BBAG icon
608
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
$223M 0.01%
4,830,454
-757,441
CPA icon
609
Copa Holdings
CPA
$5.15B
$221M 0.01%
2,008,938
-431,976
PWRD
610
TCW Transform Systems ETF
PWRD
$694M
$221M 0.01%
2,449,738
+102,086
AMRZ
611
Amrize Ltd
AMRZ
$27.3B
$220M 0.01%
+4,448,119
SSD icon
612
Simpson Manufacturing
SSD
$7.11B
$220M 0.01%
1,416,784
-331,088
GM icon
613
General Motors
GM
$66B
$220M 0.01%
4,467,227
-2,463,194
EQR icon
614
Equity Residential
EQR
$22.7B
$219M 0.01%
3,243,182
-1,317,296
SCHG icon
615
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$219M 0.01%
7,489,982
+531,702
DIA icon
616
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.1B
$218M 0.01%
495,852
+33,614
BEKE icon
617
KE Holdings
BEKE
$18.2B
$215M 0.01%
12,111,704
-1,468,705
IXN icon
618
iShares Global Tech ETF
IXN
$6.41B
$215M 0.01%
2,326,749
-120,368
OSCR icon
619
Oscar Health
OSCR
$4.58B
$213M 0.01%
9,923,588
-3,906,512
BBWI icon
620
Bath & Body Works
BBWI
$4.72B
$212M 0.01%
7,080,106
+809,000
ALGN icon
621
Align Technology
ALGN
$9.67B
$212M 0.01%
1,119,512
+294,828
CPT icon
622
Camden Property Trust
CPT
$10.9B
$211M 0.01%
1,869,638
+5,846
CCEP icon
623
Coca-Cola Europacific Partners
CCEP
$41.2B
$210M 0.01%
2,266,570
-763,549
EUFN icon
624
iShares MSCI Europe Financials ETF
EUFN
$4.47B
$209M 0.01%
6,598,096
-1,665,936
RBBN icon
625
Ribbon Communications
RBBN
$558M
$209M 0.01%
52,037,577
-1,297