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
SLNO icon
2551
Soleno Therapeutics
SLNO
$2B
$5.35M ﹤0.01%
115,517
-291,927
KALU icon
2552
Kaiser Aluminum
KALU
$2.28B
$5.35M ﹤0.01%
46,545
-33,156
BOH icon
2553
Bank of Hawaii
BOH
$3.11B
$5.35M ﹤0.01%
78,184
-25,960
BH icon
2554
Biglari Holdings Class B
BH
$1.23B
$5.34M ﹤0.01%
16,067
-16,589
REVG
2555
DELISTED
REV Group
REVG
$5.34M ﹤0.01%
87,777
-451,356
NUVB icon
2556
Nuvation Bio
NUVB
$1.98B
$5.33M ﹤0.01%
595,045
-80,555
PRFZ icon
2557
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.73B
$5.31M ﹤0.01%
115,712
-13,181
EXTR icon
2558
Extreme Networks
EXTR
$1.94B
$5.31M ﹤0.01%
318,903
-228,772
CLDT
2559
Chatham Lodging
CLDT
$363M
$5.31M ﹤0.01%
779,306
-517,525
HYGW icon
2560
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$180M
$5.3M ﹤0.01%
177,335
+2,118
BUFR icon
2561
FT Vest Fund of Buffer ETFs
BUFR
$8.47B
$5.28M ﹤0.01%
154,002
+3,107
IBDR icon
2562
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.79B
$5.26M ﹤0.01%
217,067
-101,373
MYE icon
2563
Myers Industries
MYE
$826M
$5.24M ﹤0.01%
279,823
-63,222
NVGS icon
2564
Navigator Holdings
NVGS
$1.26B
$5.23M ﹤0.01%
302,165
+91,368
OS
2565
OneStream Inc
OS
$4.46B
$5.23M ﹤0.01%
284,661
+174,818
RXRX icon
2566
Recursion Pharmaceuticals
RXRX
$1.82B
$5.23M ﹤0.01%
1,278,944
+859,326
FDP icon
2567
Fresh Del Monte Produce
FDP
$1.93B
$5.23M ﹤0.01%
146,801
-116,944
ENVX icon
2568
Enovix
ENVX
$1.28B
$5.23M ﹤0.01%
715,208
+532,821
ECO
2569
Okeanis Eco Tankers
ECO
$1.68B
$5.22M ﹤0.01%
+154,325
RHI icon
2570
Robert Half
RHI
$2.51B
$5.22M ﹤0.01%
192,079
+30,337
AORT icon
2571
Artivion
AORT
$1.75B
$5.22M ﹤0.01%
114,363
-7,836
NVCR icon
2572
NovoCure
NVCR
$1.23B
$5.21M ﹤0.01%
402,882
+120,698
MUST icon
2573
Columbia Multi-Sector Municipal Income ETF
MUST
$562M
$5.2M ﹤0.01%
252,430
+142,445
NWBI icon
2574
Northwest Bancshares
NWBI
$1.9B
$5.2M ﹤0.01%
433,235
+4,803
SRCE icon
2575
1st Source
SRCE
$1.72B
$5.19M ﹤0.01%
83,112
+4,686