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
CLS icon
1026
Celestica
CLS
$37.1B
$71.5M ﹤0.01%
457,950
+418,277
SPSC icon
1027
SPS Commerce
SPSC
$3.09B
$71.2M ﹤0.01%
522,880
-10,718
USIG icon
1028
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$70.8M ﹤0.01%
1,376,544
+34,085
SNDK
1029
Sandisk
SNDK
$35.1B
$70.8M ﹤0.01%
1,560,605
-903,228
OLED icon
1030
Universal Display
OLED
$5.94B
$70.7M ﹤0.01%
458,007
-47,177
GTM
1031
ZoomInfo Technologies
GTM
$3.29B
$70.7M ﹤0.01%
6,989,790
-122,290
CBZ icon
1032
CBIZ
CBZ
$2.89B
$70.7M ﹤0.01%
985,958
+232,438
ACWX icon
1033
iShares MSCI ACWI ex US ETF
ACWX
$6.96B
$70.7M ﹤0.01%
1,159,733
+321,797
CON
1034
Concentra Group Holdings
CON
$2.48B
$70.5M ﹤0.01%
3,428,834
+99,989
CUZ icon
1035
Cousins Properties
CUZ
$4.39B
$70.5M ﹤0.01%
2,347,664
+719,810
OHI icon
1036
Omega Healthcare
OHI
$12.9B
$70.4M ﹤0.01%
1,921,181
-1,061,439
FR icon
1037
First Industrial Realty Trust
FR
$7.45B
$70.2M ﹤0.01%
1,458,452
-290,378
VKTX icon
1038
Viking Therapeutics
VKTX
$4.16B
$69.9M ﹤0.01%
2,639,055
-487,447
TECH icon
1039
Bio-Techne
TECH
$8.95B
$69.9M ﹤0.01%
1,358,823
+470,339
BBVA icon
1040
Banco Bilbao Vizcaya Argentaria
BBVA
$118B
$69.9M ﹤0.01%
4,548,398
+467,226
UTHR icon
1041
United Therapeutics
UTHR
$19.3B
$69.7M ﹤0.01%
242,590
+41,904
IMO icon
1042
Imperial Oil
IMO
$46.4B
$69.3M ﹤0.01%
871,927
-49,876
VBK icon
1043
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$69.3M ﹤0.01%
250,196
+27,555
CZR icon
1044
Caesars Entertainment
CZR
$4.05B
$69M ﹤0.01%
2,429,943
+861,385
CBOE icon
1045
Cboe Global Markets
CBOE
$26.9B
$68.9M ﹤0.01%
295,441
-21,278
DVA icon
1046
DaVita
DVA
$8.73B
$68.9M ﹤0.01%
483,618
+178,865
EWW icon
1047
iShares MSCI Mexico ETF
EWW
$2.04B
$68.8M ﹤0.01%
1,136,385
-29,001
MCRI icon
1048
Monarch Casino & Resort
MCRI
$1.69B
$68.8M ﹤0.01%
796,062
-68,953
HLNE icon
1049
Hamilton Lane
HLNE
$5.76B
$68.6M ﹤0.01%
482,379
-197,637
VFH icon
1050
Vanguard Financials ETF
VFH
$12.7B
$68.5M ﹤0.01%
537,866
-1,244