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
MTZ icon
1076
MasTec
MTZ
$15.8B
$64.9M ﹤0.01%
381,010
-65,105
ACVA icon
1077
ACV Auctions
ACVA
$930M
$64.4M ﹤0.01%
3,969,553
+15,871
ACLX icon
1078
Arcellx
ACLX
$5B
$64.3M ﹤0.01%
976,968
+293,387
MTCH icon
1079
Match Group
MTCH
$7.76B
$64.2M ﹤0.01%
2,078,873
-1,064,105
GLPI icon
1080
Gaming and Leisure Properties
GLPI
$12.7B
$64.2M ﹤0.01%
1,375,591
-1,273
SPAB icon
1081
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.64B
$64M ﹤0.01%
2,499,718
-57,968
GDXJ icon
1082
VanEck Junior Gold Miners ETF
GDXJ
$7.78B
$63.9M ﹤0.01%
944,959
-807,337
VOE icon
1083
Vanguard Mid-Cap Value ETF
VOE
$19B
$63.5M ﹤0.01%
385,961
-9,966
GOLF icon
1084
Acushnet Holdings
GOLF
$4.67B
$63.1M ﹤0.01%
865,875
-174,876
MLI icon
1085
Mueller Industries
MLI
$11.9B
$63M ﹤0.01%
793,316
-252,713
OC icon
1086
Owens Corning
OC
$8.56B
$62.8M ﹤0.01%
456,952
+28,814
IFF icon
1087
International Flavors & Fragrances
IFF
$15.9B
$62.7M ﹤0.01%
852,856
-253,587
EMN icon
1088
Eastman Chemical
EMN
$6.99B
$62.5M ﹤0.01%
837,556
-313,547
BOND icon
1089
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.92B
$62.5M ﹤0.01%
678,188
+46,885
HXL icon
1090
Hexcel
HXL
$5.5B
$62.5M ﹤0.01%
1,105,806
+208,599
MRNA icon
1091
Moderna
MRNA
$9.59B
$62.4M ﹤0.01%
2,261,793
+1,402,737
ESNT icon
1092
Essent Group
ESNT
$6.02B
$62.4M ﹤0.01%
1,027,429
+45,606
GGG icon
1093
Graco
GGG
$13.5B
$62.3M ﹤0.01%
724,734
-35,471
VHT icon
1094
Vanguard Health Care ETF
VHT
$16.2B
$62.3M ﹤0.01%
250,874
+5,707
TMDX icon
1095
Transmedics
TMDX
$4.07B
$62.2M ﹤0.01%
464,241
+51,744
XTEN icon
1096
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$744M
$62.1M ﹤0.01%
1,345,190
+625,614
FIBK icon
1097
First Interstate BancSystem
FIBK
$3.34B
$61.9M ﹤0.01%
2,148,154
-400,909
ONB icon
1098
Old National Bancorp
ONB
$8.2B
$61.7M ﹤0.01%
2,893,220
-167,661
RDVY icon
1099
First Trust Rising Dividend Achievers ETF
RDVY
$17.1B
$61.6M ﹤0.01%
981,307
-427,720
EWT icon
1100
iShares MSCI Taiwan ETF
EWT
$6.71B
$61.3M ﹤0.01%
1,068,662
-109,306