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
CBU icon
2526
Community Bank
CBU
$3.49B
$5.54M ﹤0.01%
96,485
-15,478
PWZ icon
2527
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.08B
$5.53M ﹤0.01%
228,973
-3,195
JOE icon
2528
St. Joe Company
JOE
$4.05B
$5.51M ﹤0.01%
92,799
-45,318
PHG icon
2529
Philips
PHG
$29.7B
$5.51M ﹤0.01%
203,362
+91,040
CLNE icon
2530
Clean Energy Fuels
CLNE
$579M
$5.51M ﹤0.01%
2,621,596
+163,720
REAX icon
2531
Real Brokerage
REAX
$576M
$5.5M ﹤0.01%
1,507,564
-326,065
INTA icon
2532
Intapp
INTA
$1.87B
$5.5M ﹤0.01%
120,041
+24,296
MPAA icon
2533
Motorcar Parts of America
MPAA
$193M
$5.48M ﹤0.01%
444,341
+361,259
LYFT icon
2534
Lyft
LYFT
$5.28B
$5.46M ﹤0.01%
281,921
-1,128,302
ADMA icon
2535
ADMA Biologics
ADMA
$3.83B
$5.46M ﹤0.01%
299,081
-162,617
HCRB icon
2536
Hartford Core Bond ETF
HCRB
$351M
$5.45M ﹤0.01%
153,937
+1,594
CXT icon
2537
Crane NXT
CXT
$3.03B
$5.45M ﹤0.01%
115,868
+840
PLUS icon
2538
ePlus
PLUS
$2.21B
$5.45M ﹤0.01%
62,154
-14,871
FLO icon
2539
Flowers Foods
FLO
$2.19B
$5.44M ﹤0.01%
499,810
+16,640
MCHPP
2540
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$5.43M ﹤0.01%
93,200
+80,383
SFD
2541
Smithfield Foods
SFD
$9.88B
$5.43M ﹤0.01%
243,148
+60,699
RDNT icon
2542
RadNet
RDNT
$5.38B
$5.42M ﹤0.01%
75,902
-236
SOUN icon
2543
SoundHound AI
SOUN
$3.13B
$5.41M ﹤0.01%
542,390
+3,933
HNI icon
2544
HNI Corp
HNI
$3.55B
$5.4M ﹤0.01%
128,346
+51,818
PRK icon
2545
Park National Corp
PRK
$3.15B
$5.39M ﹤0.01%
35,443
-10,602
BUSE icon
2546
First Busey Corp
BUSE
$2.33B
$5.39M ﹤0.01%
226,579
-9,032
AUPH icon
2547
Aurinia Pharmaceuticals
AUPH
$1.88B
$5.38M ﹤0.01%
337,606
-195,684
DHS icon
2548
WisdomTree US High Dividend Fund
DHS
$1.46B
$5.38M ﹤0.01%
52,869
+2,932
CCSI icon
2549
Consensus Cloud Solutions
CCSI
$561M
$5.37M ﹤0.01%
245,969
-19,187
JDIV
2550
JPMorgan Dividend Leaders ETF
JDIV
$9.82M
$5.35M ﹤0.01%
99,811
-226