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
QQQM icon
1251
Invesco NASDAQ 100 ETF
QQQM
$64B
$45.4M ﹤0.01%
200,104
-51,449
LKQ icon
1252
LKQ Corp
LKQ
$7.77B
$45.3M ﹤0.01%
1,224,564
-274,701
IXJ icon
1253
iShares Global Healthcare ETF
IXJ
$4.01B
$45.3M ﹤0.01%
526,157
-3,581
ISTB icon
1254
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$45.3M ﹤0.01%
930,891
+181,524
VOT icon
1255
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$45.3M ﹤0.01%
159,128
-50,600
SMMU icon
1256
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$953M
$44.8M ﹤0.01%
893,294
+493,764
URTH icon
1257
iShares MSCI World ETF
URTH
$5.91B
$44.7M ﹤0.01%
263,989
+36,051
IRON icon
1258
Disc Medicine
IRON
$3.17B
$44.7M ﹤0.01%
843,616
+84,278
HBM icon
1259
Hudbay
HBM
$6.38B
$44.6M ﹤0.01%
4,201,190
+2,704,569
BIL icon
1260
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$44.4M ﹤0.01%
484,212
-281,316
VLUE icon
1261
iShares MSCI USA Value Factor ETF
VLUE
$8.42B
$44.4M ﹤0.01%
392,213
-18,342
AOR icon
1262
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.84B
$44.2M ﹤0.01%
717,742
+39,188
KMX icon
1263
CarMax
KMX
$4.75B
$44.2M ﹤0.01%
656,990
+340,849
CNK icon
1264
Cinemark Holdings
CNK
$3.36B
$44.1M ﹤0.01%
1,460,572
+1,188,686
HAS icon
1265
Hasbro
HAS
$10.7B
$44.1M ﹤0.01%
597,043
-125,179
PRCT icon
1266
Procept Biorobotics
PRCT
$1.78B
$44.1M ﹤0.01%
764,997
+48,664
HNGE
1267
Hinge Health
HNGE
$3.49B
$43.8M ﹤0.01%
+847,145
SNAP icon
1268
Snap
SNAP
$14.1B
$43.8M ﹤0.01%
5,037,081
-1,067,789
MGM icon
1269
MGM Resorts International
MGM
$8.93B
$43.7M ﹤0.01%
1,270,576
-115,490
CYTK icon
1270
Cytokinetics
CYTK
$7.36B
$43.5M ﹤0.01%
1,317,414
-7,994
CTRE icon
1271
CareTrust REIT
CTRE
$8.07B
$43.5M ﹤0.01%
1,421,588
+20,158
CIB icon
1272
Grupo Cibest SA
CIB
$15.1B
$43.4M ﹤0.01%
939,979
+173,734
LVS icon
1273
Las Vegas Sands
LVS
$44.1B
$43.4M ﹤0.01%
997,394
-5,611,512
AGI icon
1274
Alamos Gold
AGI
$13B
$43.2M ﹤0.01%
1,626,858
-122,897
LCTU icon
1275
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.39B
$43.1M ﹤0.01%
640,711
-10,178