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
OR icon
2601
OR Royalties Inc
OR
$8.03B
$5.03M ﹤0.01%
142,261
+30,122
BSCZ
2602
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$177M
$5.02M ﹤0.01%
+241,435
COLL icon
2603
Collegium Pharmaceutical
COLL
$1.45B
$5M ﹤0.01%
108,039
-103,718
VET icon
2604
Vermilion Energy
VET
$1.54B
$5M ﹤0.01%
599,671
+95,535
IOO icon
2605
iShares Global 100 ETF
IOO
$7.95B
$4.98M ﹤0.01%
39,305
+241
WLK icon
2606
Westlake Corp
WLK
$12.8B
$4.98M ﹤0.01%
67,320
-90,474
SPGP icon
2607
Invesco S&P 500 GARP ETF
SPGP
$2.38B
$4.97M ﹤0.01%
43,610
-2,694
NHYM
2608
Nuveen High Yield Municipal Income ETF
NHYM
$117M
$4.96M ﹤0.01%
200,000
SHE icon
2609
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$289M
$4.96M ﹤0.01%
37,531
-224
ZD icon
2610
Ziff Davis
ZD
$1.2B
$4.95M ﹤0.01%
140,959
+48,541
APEI icon
2611
American Public Education
APEI
$806M
$4.94M ﹤0.01%
130,600
+118,996
GOGO icon
2612
Gogo Inc
GOGO
$558M
$4.93M ﹤0.01%
1,057,151
+714,602
SDRL icon
2613
Seadrill
SDRL
$2.66B
$4.92M ﹤0.01%
142,303
-393,553
PHAT icon
2614
Phathom Pharmaceuticals
PHAT
$938M
$4.92M ﹤0.01%
296,684
+159,736
MXL icon
2615
MaxLinear
MXL
$1.69B
$4.91M ﹤0.01%
281,973
-251,770
AMC icon
2616
AMC Entertainment Holdings
AMC
$632M
$4.87M ﹤0.01%
3,120,561
+1,457,493
SPRY icon
2617
ARS Pharmaceuticals
SPRY
$875M
$4.86M ﹤0.01%
417,090
+382,031
MFUS icon
2618
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$232M
$4.83M ﹤0.01%
85,228
-3,235
UAE icon
2619
iShares MSCI UAE ETF
UAE
$180M
$4.82M ﹤0.01%
252,304
+12,036
DHC
2620
Diversified Healthcare Trust
DHC
$1.59B
$4.82M ﹤0.01%
993,951
-48,015
FLMI icon
2621
Franklin Dynamic Municipal Bond ETF
FLMI
$1.68B
$4.82M ﹤0.01%
193,687
+10,365
APO.PRA icon
2622
Apollo Global Management Series A
APO.PRA
$1.86B
$4.81M ﹤0.01%
63,744
-41,489
AVIR icon
2623
Atea Pharmaceuticals
AVIR
$337M
$4.81M ﹤0.01%
1,348,294
+731,443
LKFN icon
2624
Lakeland Financial Corp
LKFN
$1.55B
$4.8M ﹤0.01%
84,179
-27,034
HIPO icon
2625
Hippo Holdings
HIPO
$716M
$4.8M ﹤0.01%
159,418
-54,240