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
MGC icon
1101
Vanguard Mega Cap 300 Index ETF
MGC
$8.3B
$61.3M ﹤0.01%
272,675
+71,956
TRNO icon
1102
Terreno Realty
TRNO
$6.27B
$61.3M ﹤0.01%
1,093,375
+6,994
DFUS icon
1103
Dimensional US Equity ETF
DFUS
$17.2B
$61.1M ﹤0.01%
912,390
-15,797
WIX icon
1104
WIX.com
WIX
$7.57B
$61M ﹤0.01%
385,011
+112,261
LFUS icon
1105
Littelfuse
LFUS
$6.05B
$60.7M ﹤0.01%
267,796
+40,786
KNX icon
1106
Knight Transportation
KNX
$7.52B
$60.6M ﹤0.01%
1,370,754
-134,223
TSN icon
1107
Tyson Foods
TSN
$18.7B
$60.6M ﹤0.01%
1,083,509
-136,133
LCII icon
1108
LCI Industries
LCII
$2.63B
$60.4M ﹤0.01%
662,874
-76,614
CNX icon
1109
CNX Resources
CNX
$4.74B
$60.4M ﹤0.01%
1,794,696
-539,137
WTS icon
1110
Watts Water Technologies
WTS
$9.11B
$60.4M ﹤0.01%
245,741
+23,447
XHB icon
1111
State Street SPDR S&P Homebuilders ETF
XHB
$1.77B
$60.2M ﹤0.01%
611,155
-94,327
TU icon
1112
Telus
TU
$22.9B
$60.2M ﹤0.01%
3,750,815
-562,268
BLDR icon
1113
Builders FirstSource
BLDR
$12.1B
$60.2M ﹤0.01%
516,164
-434,378
DFAC icon
1114
Dimensional US Core Equity 2 ETF
DFAC
$38.2B
$60.1M ﹤0.01%
1,676,775
-49,360
MUNI icon
1115
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
$60M ﹤0.01%
1,168,929
-489,957
SIVR icon
1116
abrdn Physical Silver Shares ETF
SIVR
$3.08B
$59.8M ﹤0.01%
1,739,018
+1,687,728
MKC icon
1117
McCormick & Company Non-Voting
MKC
$17.5B
$59.8M ﹤0.01%
788,169
-432,937
FIVE icon
1118
Five Below
FIVE
$8.4B
$59.7M ﹤0.01%
455,271
-299,984
QFIN icon
1119
Qfin Holdings
QFIN
$2.95B
$59.7M ﹤0.01%
1,376,477
+735,888
JBI icon
1120
Janus International
JBI
$934M
$59.4M ﹤0.01%
7,293,358
-679,390
RSPT icon
1121
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.34B
$59.2M ﹤0.01%
1,451,125
+893,554
SFBS icon
1122
ServisFirst Bancshares
SFBS
$3.92B
$59.1M ﹤0.01%
762,392
+47,926
UGI icon
1123
UGI
UGI
$7.3B
$59M ﹤0.01%
1,620,168
+328,720
SANM icon
1124
Sanmina
SANM
$9.27B
$59M ﹤0.01%
602,651
-47,069
MC icon
1125
Moelis & Co
MC
$4.73B
$58.9M ﹤0.01%
945,558
-327,087