JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49T
AUM Growth
-$83.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,795
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

Sector Composition

1 Technology 26.96%
2 Financials 10.46%
3 Consumer Discretionary 9.41%
4 Healthcare 8.5%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QDF icon
2501
FlexShares Quality Dividend Index Fund
QDF
$2.06B
$5.81M ﹤0.01%
71,891
-16,833
CALX icon
2502
Calix
CALX
$3.53B
$5.8M ﹤0.01%
109,613
-6,682
QS icon
2503
QuantumScape Corp
QS
$4.65B
$5.78M ﹤0.01%
554,568
+340,684
IYJ icon
2504
iShares US Industrials ETF
IYJ
$2.13B
$5.78M ﹤0.01%
38,995
+14,093
BBAI icon
2505
BigBear.ai
BBAI
$1.87B
$5.77M ﹤0.01%
1,069,025
-20,707
NVMI icon
2506
Nova
NVMI
$13.2B
$5.75M ﹤0.01%
17,499
+229
CAMT icon
2507
Camtek
CAMT
$7.41B
$5.74M ﹤0.01%
53,971
+2,277
ENOV icon
2508
Enovis
ENOV
$1.25B
$5.74M ﹤0.01%
215,391
-32,195
PLUG icon
2509
Plug Power
PLUG
$2.63B
$5.73M ﹤0.01%
2,909,306
+1,424,500
WW
2510
WW International
WW
$232M
$5.72M ﹤0.01%
195,952
-185,279
MBLY icon
2511
Mobileye
MBLY
$7.73B
$5.71M ﹤0.01%
547,031
-139,945
RYAM icon
2512
Rayonier Advanced Materials
RYAM
$552M
$5.71M ﹤0.01%
968,757
+373,522
SARO
2513
StandardAero Inc
SARO
$10.2B
$5.7M ﹤0.01%
198,861
-109,523
TPB icon
2514
Turning Point Brands
TPB
$2.51B
$5.7M ﹤0.01%
52,610
+2,640
DAKT icon
2515
Daktronics
DAKT
$1.34B
$5.69M ﹤0.01%
287,856
+1,938
BTBT icon
2516
Bit Digital
BTBT
$570M
$5.68M ﹤0.01%
3,006,631
+718,563
LPG icon
2517
Dorian LPG
LPG
$1.43B
$5.66M ﹤0.01%
232,630
+148,114
VTOL icon
2518
Bristow Group
VTOL
$1.28B
$5.65M ﹤0.01%
154,422
-75,716
ADUS icon
2519
Addus HomeCare
ADUS
$2.1B
$5.63M ﹤0.01%
52,470
+8,668
BKCI icon
2520
BNY Mellon Concentrated International ETF
BKCI
$183M
$5.62M ﹤0.01%
108,931
+1,338
RNGR icon
2521
Ranger Energy Services
RNGR
$398M
$5.6M ﹤0.01%
400,721
-11,132
JPUS
2522
JPMorgan Diversified Return US Equity ETF
JPUS
$419M
$5.59M ﹤0.01%
45,124
-5,553
DISV icon
2523
Dimensional International Small Cap Value ETF
DISV
$4.69B
$5.59M ﹤0.01%
147,128
-1,298
TXO icon
2524
TXO Partners LP
TXO
$691M
$5.59M ﹤0.01%
+523,547
TOTL icon
2525
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.16B
$5.56M ﹤0.01%
138,070
+84,623