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
RVTY icon
1276
Revvity
RVTY
$10.3B
$42.9M ﹤0.01%
443,698
-59,999
NWSA icon
1277
News Corp Class A
NWSA
$15B
$42.8M ﹤0.01%
1,440,433
-828,814
HRL icon
1278
Hormel Foods
HRL
$12.1B
$42.7M ﹤0.01%
1,410,441
-478,814
JAAA icon
1279
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$42.6M ﹤0.01%
840,013
+720,165
GSLC icon
1280
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$42.5M ﹤0.01%
350,073
+10,216
SPEM icon
1281
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$42.4M ﹤0.01%
993,049
+243,577
EQH icon
1282
Equitable Holdings
EQH
$13.1B
$42.2M ﹤0.01%
753,109
-276,407
URBN icon
1283
Urban Outfitters
URBN
$5.73B
$42.2M ﹤0.01%
581,214
+202,106
XP icon
1284
XP
XP
$9.8B
$42.1M ﹤0.01%
2,086,127
+265,118
ERIE icon
1285
Erie Indemnity
ERIE
$14.9B
$42.1M ﹤0.01%
121,475
+20,459
VOTE icon
1286
TCW Transform 500 ETF
VOTE
$919M
$42.1M ﹤0.01%
578,563
-8,326
EG icon
1287
Everest Group
EG
$13.7B
$42.1M ﹤0.01%
123,795
+63,321
CRL icon
1288
Charles River Laboratories
CRL
$8.27B
$42M ﹤0.01%
277,106
-481,286
UPST icon
1289
Upstart Holdings
UPST
$3.76B
$42M ﹤0.01%
649,435
-29,620
BXSL icon
1290
Blackstone Secured Lending
BXSL
$6.1B
$41.8M ﹤0.01%
1,360,310
+297,519
FXI icon
1291
iShares China Large-Cap ETF
FXI
$6.82B
$41.7M ﹤0.01%
1,134,245
-2,455,340
NYT icon
1292
New York Times
NYT
$9.96B
$41.7M ﹤0.01%
744,206
+149,338
IYF icon
1293
iShares US Financials ETF
IYF
$4.02B
$41.5M ﹤0.01%
343,215
+254,742
DRH icon
1294
DiamondRock Hospitality
DRH
$1.83B
$41.5M ﹤0.01%
5,412,002
+2,788,022
HSAI
1295
Hesai Group
HSAI
$3.29B
$41.4M ﹤0.01%
1,887,057
-62,709
VC icon
1296
Visteon
VC
$2.91B
$41.4M ﹤0.01%
443,747
-171,118
SUN icon
1297
Sunoco
SUN
$9.56B
$41.4M ﹤0.01%
771,976
-921,267
VYMI icon
1298
Vanguard International High Dividend Yield ETF
VYMI
$12.5B
$41.2M ﹤0.01%
514,455
+98,443
MOS icon
1299
The Mosaic Company
MOS
$8.12B
$41.2M ﹤0.01%
1,129,697
-409,949
SIGI icon
1300
Selective Insurance
SIGI
$4.73B
$41.2M ﹤0.01%
475,302
+46,297