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
CSV icon
2576
Carriage Services
CSV
$680M
$5.19M ﹤0.01%
122,780
+1,507
ZLAB icon
2577
Zai Lab
ZLAB
$2.24B
$5.18M ﹤0.01%
293,703
+284,296
RCKT icon
2578
Rocket Pharmaceuticals
RCKT
$354M
$5.18M ﹤0.01%
1,475,624
-621,409
OBK icon
2579
Origin Bancorp
OBK
$1.35B
$5.16M ﹤0.01%
137,262
-48,679
TDW icon
2580
Tidewater
TDW
$3.47B
$5.15M ﹤0.01%
102,007
-85,243
EUSA icon
2581
iShares MSCI USA Equal Weighted ETF
EUSA
$1.55B
$5.14M ﹤0.01%
49,696
-489,653
WDFC icon
2582
WD-40
WDFC
$3.3B
$5.13M ﹤0.01%
26,055
-15,045
ROAD icon
2583
Construction Partners
ROAD
$7.57B
$5.13M ﹤0.01%
47,235
-41,438
LVHI icon
2584
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.32B
$5.1M ﹤0.01%
138,576
+100,974
JDOC icon
2585
JPMorgan Healthcare Leaders ETF
JDOC
$8.85M
$5.1M ﹤0.01%
88,196
KEP icon
2586
Korea Electric Power
KEP
$27.6B
$5.1M ﹤0.01%
309,222
-66,220
CELC icon
2587
Celcuity
CELC
$4.84B
$5.09M ﹤0.01%
51,059
-986
PYLD icon
2588
PIMCO Multi Sector Bond Active ETF
PYLD
$11.8B
$5.09M ﹤0.01%
190,867
+64,194
MFDX icon
2589
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$449M
$5.09M ﹤0.01%
132,503
+24,753
ASH icon
2590
Ashland
ASH
$2.79B
$5.09M ﹤0.01%
86,771
-4,542
ACHR icon
2591
Archer Aviation
ACHR
$4.97B
$5.08M ﹤0.01%
676,015
-274,161
RSPF icon
2592
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$290M
$5.07M ﹤0.01%
64,600
-538
KBE icon
2593
State Street SPDR S&P Bank ETF
KBE
$1.54B
$5.07M ﹤0.01%
83,476
+28,009
DFNM icon
2594
Dimensional National Municipal Bond ETF
DFNM
$2.01B
$5.06M ﹤0.01%
105,036
+37,147
CWEN.A icon
2595
Clearway Energy Class A
CWEN.A
$4.56B
$5.06M ﹤0.01%
160,931
-45,350
AVNV icon
2596
Avantis All International Markets Value ETF
AVNV
$41.8M
$5.05M ﹤0.01%
67,562
+3,023
ANGL icon
2597
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.14B
$5.04M ﹤0.01%
171,753
+41,161
SHC icon
2598
Sotera Health
SHC
$4.86B
$5.04M ﹤0.01%
285,691
+48,115
JPEM icon
2599
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$409M
$5.04M ﹤0.01%
82,982
+3,746
SCHI icon
2600
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.2B
$5.04M ﹤0.01%
219,217
+1,242