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
FG icon
2676
F&G Annuities & Life
FG
$3.83B
$4.45M ﹤0.01%
144,401
+78,554
APAM icon
2677
Artisan Partners
APAM
$3B
$4.45M ﹤0.01%
109,309
+20,011
WCLD icon
2678
WisdomTree Cloud Computing Fund
WCLD
$228M
$4.45M ﹤0.01%
127,188
-107,253
ECVT icon
2679
Ecovyst
ECVT
$1.32B
$4.45M ﹤0.01%
456,992
+95,633
LBTYK icon
2680
Liberty Global Class C
LBTYK
$3.62B
$4.45M ﹤0.01%
344,408
+47,541
NATL icon
2681
NCR Atleos
NATL
$3.12B
$4.44M ﹤0.01%
116,616
+1,073
UVSP icon
2682
Univest Financial
UVSP
$984M
$4.44M ﹤0.01%
135,563
-2,561
BKHY icon
2683
BNY Mellon High Yield Beta ETF
BKHY
$384M
$4.43M ﹤0.01%
92,246
+36,474
NATR icon
2684
Nature's Sunshine
NATR
$471M
$4.43M ﹤0.01%
205,359
-16,941
PKW icon
2685
Invesco BuyBack Achievers ETF
PKW
$1.64B
$4.43M ﹤0.01%
32,972
+210
FMB icon
2686
First Trust Managed Municipal ETF
FMB
$1.96B
$4.41M ﹤0.01%
86,336
-8,602
CRTO icon
2687
Criteo
CRTO
$911M
$4.41M ﹤0.01%
214,066
-137,716
GRP.U
2688
DELISTED
Granite Real Estate Investment Trust
GRP.U
$4.41M ﹤0.01%
74,492
+14,885
GTN icon
2689
Gray Television
GTN
$479M
$4.41M ﹤0.01%
910,133
+299,126
XPOF icon
2690
Xponential Fitness
XPOF
$292M
$4.4M ﹤0.01%
535,177
+237,339
SMIG icon
2691
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.26B
$4.4M ﹤0.01%
152,832
+6,146
BGSI
2692
Boyd Group Services
BGSI
$4.7B
$4.4M ﹤0.01%
+27,778
E icon
2693
ENI
E
$64B
$4.39M ﹤0.01%
115,808
+46,454
ETHA
2694
iShares Ethereum Trust ETF
ETHA
$1.18B
$4.38M ﹤0.01%
195,443
+195,377
VIGI icon
2695
Vanguard International Dividend Appreciation ETF
VIGI
$9.36B
$4.38M ﹤0.01%
47,930
+31,664
NPB
2696
Northpointe Bancshares
NPB
$604M
$4.38M ﹤0.01%
260,874
+137,466
ASO icon
2697
Academy Sports + Outdoors
ASO
$3.9B
$4.37M ﹤0.01%
87,553
-65,117
INOD icon
2698
Innodata
INOD
$1.41B
$4.37M ﹤0.01%
85,749
+66,490
WSR
2699
Whitestone REIT
WSR
$776M
$4.36M ﹤0.01%
313,939
+648
OEC icon
2700
Orion
OEC
$399M
$4.35M ﹤0.01%
823,238
+105,336