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
UFPI icon
1201
UFP Industries
UFPI
$5.36B
$50.1M ﹤0.01%
504,398
-39,654
UHS icon
1202
Universal Health Services
UHS
$14.6B
$50.1M ﹤0.01%
276,562
+15,621
INFA icon
1203
Informatica
INFA
$7.66B
$50M ﹤0.01%
2,053,771
+419,436
SUSL icon
1204
iShares ESG MSCI USA Leaders ETF
SUSL
$935M
$49.9M ﹤0.01%
460,643
-23,318
INSP icon
1205
Inspire Medical Systems
INSP
$2.38B
$49.8M ﹤0.01%
384,041
-15,672
TAP icon
1206
Molson Coors Class B
TAP
$9.16B
$49.8M ﹤0.01%
1,036,110
+175,587
TOL icon
1207
Toll Brothers
TOL
$12.9B
$49.8M ﹤0.01%
436,267
-232,332
DGRW icon
1208
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$49.8M ﹤0.01%
594,448
-70,697
LUMN icon
1209
Lumen
LUMN
$10.8B
$49.6M ﹤0.01%
11,320,094
+6,204,619
SBRA icon
1210
Sabra Healthcare REIT
SBRA
$4.71B
$49.5M ﹤0.01%
2,685,412
-1,301,649
RYTM icon
1211
Rhythm Pharmaceuticals
RYTM
$6.69B
$49.5M ﹤0.01%
783,559
+639,919
EUSA icon
1212
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
$49.4M ﹤0.01%
498,781
+469,888
ABLD
1213
Abacus FCF Real Assets Leaders ETF
ABLD
$58.2M
$49.3M ﹤0.01%
1,728,558
+131,441
VONV icon
1214
Vanguard Russell 1000 Value ETF
VONV
$13.7B
$49.2M ﹤0.01%
577,227
+59,776
ZWS icon
1215
Zurn Elkay Water Solutions
ZWS
$7.94B
$49.2M ﹤0.01%
1,344,264
-176,356
APG icon
1216
APi Group
APG
$15.1B
$49M ﹤0.01%
1,439,111
+301,806
APGE icon
1217
Apogee Therapeutics
APGE
$3.7B
$48.9M ﹤0.01%
1,125,570
+162,939
FDVV icon
1218
Fidelity High Dividend ETF
FDVV
$6.94B
$48.7M ﹤0.01%
935,539
-27,172
ITGR icon
1219
Integer Holdings
ITGR
$2.39B
$48.6M ﹤0.01%
395,296
+295,364
MOH icon
1220
Molina Healthcare
MOH
$7.82B
$48.4M ﹤0.01%
162,423
-27,051
AR icon
1221
Antero Resources
AR
$10.4B
$48.4M ﹤0.01%
1,200,529
+258,851
NLY icon
1222
Annaly Capital Management
NLY
$15B
$48.3M ﹤0.01%
2,567,695
+44,526
FSV icon
1223
FirstService
FSV
$6.92B
$48.2M ﹤0.01%
275,849
+5,339
WST icon
1224
West Pharmaceutical
WST
$19.5B
$48.1M ﹤0.01%
220,044
-435,132
IDCC icon
1225
InterDigital
IDCC
$9.53B
$48.1M ﹤0.01%
214,647
+91,138