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
TTE icon
751
TotalEnergies
TTE
$134B
$138M 0.01%
2,250,845
+58,236
CNM icon
752
Core & Main
CNM
$9.71B
$138M 0.01%
2,287,323
-517,468
RMD icon
753
ResMed
RMD
$36.7B
$137M 0.01%
532,710
-36,051
HIMS icon
754
Hims & Hers Health
HIMS
$9.34B
$137M 0.01%
2,740,375
+111,595
XYL icon
755
Xylem
XYL
$36.8B
$137M 0.01%
1,055,503
-307,950
DTE icon
756
DTE Energy
DTE
$28.4B
$136M 0.01%
1,029,537
-375,979
UAL icon
757
United Airlines
UAL
$31.5B
$135M 0.01%
1,701,538
+372,296
RRC icon
758
Range Resources
RRC
$8.9B
$134M 0.01%
3,288,836
+1,968,861
PTC icon
759
PTC
PTC
$21.1B
$134M 0.01%
775,054
-97,287
REXR icon
760
Rexford Industrial Realty
REXR
$9.74B
$133M 0.01%
3,726,329
-130,122
FBIN icon
761
Fortune Brands Innovations
FBIN
$5.97B
$132M 0.01%
2,571,592
-2,283,833
XME icon
762
State Street SPDR S&P Metals & Mining ETF
XME
$2.68B
$132M 0.01%
1,959,322
+1,887,867
TRGP icon
763
Targa Resources
TRGP
$36.9B
$131M 0.01%
754,933
-202,430
RIO icon
764
Rio Tinto
RIO
$113B
$131M 0.01%
2,238,902
+787,474
USAC icon
765
USA Compression Partners
USAC
$2.91B
$130M 0.01%
5,351,079
+3,922,383
BTI icon
766
British American Tobacco
BTI
$119B
$130M 0.01%
2,748,324
+1,837,106
SCZ icon
767
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$129M 0.01%
1,772,412
-2,112,279
XLG icon
768
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$128M 0.01%
2,464,746
+597,737
DEO icon
769
Diageo
DEO
$50.5B
$128M 0.01%
1,272,349
-35,662
BOX icon
770
Box
BOX
$4.54B
$127M 0.01%
3,730,777
+1,466,234
CWAN icon
771
Clearwater Analytics
CWAN
$4.74B
$127M 0.01%
5,774,285
+359,420
PBA icon
772
Pembina Pipeline
PBA
$21.6B
$126M 0.01%
3,363,809
+8,574
ALLE icon
773
Allegion
ALLE
$14.4B
$126M 0.01%
875,138
-62,447
BIIB icon
774
Biogen
BIIB
$22.8B
$126M 0.01%
1,002,502
-461,218
DOW icon
775
Dow Inc
DOW
$15.8B
$126M 0.01%
4,744,202
-4,916,181