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
UTZ icon
851
Utz Brands
UTZ
$867M
$103M 0.01%
8,197,258
-135,386
STM icon
852
STMicroelectronics
STM
$21B
$102M 0.01%
3,349,547
+212,499
QSR icon
853
Restaurant Brands International
QSR
$22.2B
$101M 0.01%
1,530,765
+38,961
ITRI icon
854
Itron
ITRI
$4.82B
$101M 0.01%
769,821
+119,104
XPO icon
855
XPO
XPO
$16.5B
$101M 0.01%
802,269
-832,309
LSTR icon
856
Landstar System
LSTR
$4.47B
$101M 0.01%
725,343
+52,392
TROW icon
857
T. Rowe Price
TROW
$22.4B
$101M 0.01%
1,043,390
+128,245
FFIV icon
858
F5
FFIV
$14.2B
$101M 0.01%
341,905
-124,076
MOD icon
859
Modine Manufacturing
MOD
$8.23B
$100M 0.01%
1,019,954
-10,272
ICUI icon
860
ICU Medical
ICUI
$3.46B
$100M 0.01%
756,383
+53,896
UL icon
861
Unilever
UL
$151B
$99.2M 0.01%
1,621,536
+120,004
GIB icon
862
CGI
GIB
$18.9B
$98.6M 0.01%
940,761
-46,229
VYLD
863
Inverse VIX Short-Term Futures ETNs due March 22 2045
VYLD
$107M
$98.4M 0.01%
3,939,000
-51,000
SMR icon
864
NuScale Power
SMR
$5.09B
$97.9M 0.01%
2,473,636
+2,323,993
NXT icon
865
Nextracker
NXT
$15.5B
$97.7M 0.01%
1,796,657
+114,697
FTV icon
866
Fortive
FTV
$16.3B
$97.5M 0.01%
1,869,611
-1,488,490
BBHY icon
867
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$633M
$97.4M 0.01%
2,089,235
-107,905
CNC icon
868
Centene
CNC
$18.5B
$97.4M 0.01%
1,793,905
-161,835
CFR icon
869
Cullen/Frost Bankers
CFR
$8.04B
$97.4M 0.01%
757,355
-25,782
BSY icon
870
Bentley Systems
BSY
$14.2B
$97.3M 0.01%
1,802,866
-36,258
NNN icon
871
NNN REIT
NNN
$7.73B
$96.6M 0.01%
2,237,503
+179,724
BRX icon
872
Brixmor Property Group
BRX
$8.18B
$96.5M 0.01%
3,707,249
-503,121
IYR icon
873
iShares US Real Estate ETF
IYR
$3.71B
$96.2M 0.01%
1,014,886
-148,862
CAR icon
874
Avis
CAR
$5.04B
$95.9M 0.01%
567,000
-31,569
CNP icon
875
CenterPoint Energy
CNP
$25.7B
$95.7M 0.01%
2,604,659
-700,866