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
STAG icon
1226
STAG Industrial
STAG
$7.28B
$48.1M ﹤0.01%
1,324,872
+5,573
LRN icon
1227
Stride
LRN
$3.16B
$47.9M ﹤0.01%
330,008
+54,994
PNW icon
1228
Pinnacle West Capital
PNW
$10.5B
$47.9M ﹤0.01%
535,435
-64,154
EXPO icon
1229
Exponent
EXPO
$3.56B
$47.7M ﹤0.01%
638,081
+128,131
JMOM icon
1230
JPMorgan US Momentum Factor ETF
JMOM
$1.83B
$47.6M ﹤0.01%
740,661
+285,477
CHWY icon
1231
Chewy
CHWY
$14B
$47.5M ﹤0.01%
1,115,076
+598,480
SOLV icon
1232
Solventum
SOLV
$12.4B
$47.4M ﹤0.01%
624,890
-36,500
ARW icon
1233
Arrow Electronics
ARW
$5.75B
$47.3M ﹤0.01%
371,353
-49,876
HASI icon
1234
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.04B
$47.3M ﹤0.01%
1,759,837
+419,465
ISCG icon
1235
iShares Morningstar Small-Cap Growth ETF
ISCG
$752M
$47.2M ﹤0.01%
948,308
-113,558
CLH icon
1236
Clean Harbors
CLH
$11.1B
$47.2M ﹤0.01%
203,990
+1,033
VGLT icon
1237
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$47.1M ﹤0.01%
840,073
-370,606
CART icon
1238
Maplebear
CART
$9.68B
$47.1M ﹤0.01%
1,040,129
+62,643
NBIS
1239
Nebius Group N.V.
NBIS
$27.9B
$46.9M ﹤0.01%
848,336
+634,838
CCK icon
1240
Crown Holdings
CCK
$11.3B
$46.5M ﹤0.01%
451,249
-27,726
RELX icon
1241
RELX
RELX
$76.9B
$46.4M ﹤0.01%
854,100
+8,913
SBSW icon
1242
Sibanye-Stillwater
SBSW
$7.56B
$46.2M ﹤0.01%
6,405,288
+6,385,932
LLYVK icon
1243
Liberty Live Group Series C
LLYVK
$7.87B
$46.1M ﹤0.01%
568,468
+307,902
TV icon
1244
Televisa
TV
$1.52B
$46.1M ﹤0.01%
21,059,394
+7,204,072
TTEK icon
1245
Tetra Tech
TTEK
$8.47B
$46.1M ﹤0.01%
1,281,300
-44,958
PGX icon
1246
Invesco Preferred ETF
PGX
$3.87B
$46.1M ﹤0.01%
4,139,050
+728,924
RDFN
1247
DELISTED
Redfin
RDFN
$45.9M ﹤0.01%
4,101,837
+4,029,489
TKO icon
1248
TKO Group
TKO
$14.4B
$45.7M ﹤0.01%
251,051
+70,511
INGM
1249
Ingram Micro Holding
INGM
$5.15B
$45.6M ﹤0.01%
2,188,550
-53,954
COOP
1250
DELISTED
Mr. Cooper
COOP
$45.6M ﹤0.01%
305,577
-219,192