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
XNCR icon
2651
Xencor
XNCR
$828M
$4.65M ﹤0.01%
303,979
-97,522
ICL icon
2652
ICL Group
ICL
$7.4B
$4.65M ﹤0.01%
814,526
-1,188,879
TARS icon
2653
Tarsus Pharmaceuticals
TARS
$2.58B
$4.64M ﹤0.01%
56,646
-20,544
IX icon
2654
ORIX
IX
$40.2B
$4.63M ﹤0.01%
158,513
-10,588
MATE
2655
Man Active Trend Enhanced ETF
MATE
$35.1M
$4.63M ﹤0.01%
+178,944
GBX icon
2656
The Greenbrier Companies
GBX
$1.77B
$4.61M ﹤0.01%
98,646
-57,126
CHCT
2657
Community Healthcare Trust
CHCT
$502M
$4.6M ﹤0.01%
280,268
-158,149
LI icon
2658
Li Auto
LI
$18.7B
$4.6M ﹤0.01%
271,623
+266,852
NGVT icon
2659
Ingevity
NGVT
$2.75B
$4.6M ﹤0.01%
77,698
-48,382
NMM icon
2660
Navios Maritime Partners
NMM
$1.79B
$4.59M ﹤0.01%
87,535
+52,651
MOFG icon
2661
MidWestOne Financial Group
MOFG
$1.02B
$4.58M ﹤0.01%
119,067
-22,604
DCOM icon
2662
Dime Community Bancshares
DCOM
$1.55B
$4.58M ﹤0.01%
152,322
-5,490
VECO icon
2663
Veeco
VECO
$2.03B
$4.57M ﹤0.01%
160,013
-12,585
EMBC icon
2664
Embecta
EMBC
$602M
$4.56M ﹤0.01%
383,675
-51,147
VTS icon
2665
Vitesse Energy
VTS
$847M
$4.55M ﹤0.01%
236,028
+27,778
DBD icon
2666
Diebold Nixdorf
DBD
$2.84B
$4.54M ﹤0.01%
66,866
-3,833
EGHT icon
2667
8x8 Inc
EGHT
$375M
$4.52M ﹤0.01%
2,293,454
+13,118
UMH
2668
UMH Properties
UMH
$1.37B
$4.52M ﹤0.01%
283,909
-45,616
SOXQ icon
2669
Invesco PHLX Semiconductor ETF
SOXQ
$1.01B
$4.52M ﹤0.01%
80,992
-126
CNK icon
2670
Cinemark Holdings
CNK
$2.92B
$4.5M ﹤0.01%
193,770
-85,414
SAM icon
2671
Boston Beer
SAM
$2.64B
$4.49M ﹤0.01%
23,009
+611
AAAU icon
2672
Goldman Sachs Physical Gold ETF Shares
AAAU
$3.08B
$4.49M ﹤0.01%
105,463
+18,391
PJT icon
2673
PJT Partners
PJT
$3.75B
$4.49M ﹤0.01%
26,832
-83,622
GRID icon
2674
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$6.88B
$4.47M ﹤0.01%
29,200
+5,321
ECPG icon
2675
Encore Capital Group
ECPG
$1.28B
$4.46M ﹤0.01%
82,076
-13,140