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
AMPH icon
2726
Amphastar Pharmaceuticals
AMPH
$1.31B
$4.25M ﹤0.01%
158,644
-94,588
AIN icon
2727
Albany International
AIN
$1.66B
$4.24M ﹤0.01%
83,712
-15,094
FYX icon
2728
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.05B
$4.24M ﹤0.01%
37,509
-5,760
VREX icon
2729
Varex Imaging
VREX
$567M
$4.23M ﹤0.01%
363,432
+79,205
TMP icon
2730
Tompkins Financial
TMP
$1.19B
$4.22M ﹤0.01%
58,217
+660
PDS
2731
Precision Drilling
PDS
$1.13B
$4.22M ﹤0.01%
58,722
+21,143
EYE icon
2732
National Vision
EYE
$2.24B
$4.22M ﹤0.01%
163,401
+5,663
CRMT icon
2733
America's Car Mart
CRMT
$176M
$4.21M ﹤0.01%
166,683
+163,414
MGEE icon
2734
MGE Energy Inc
MGEE
$3.03B
$4.21M ﹤0.01%
53,665
-31,035
NRIM icon
2735
Northrim BanCorp
NRIM
$561M
$4.2M ﹤0.01%
157,829
-34,079
ASPN icon
2736
Aspen Aerogels
ASPN
$292M
$4.2M ﹤0.01%
1,483,745
+133,996
LQDA icon
2737
Liquidia Corp
LQDA
$3.32B
$4.2M ﹤0.01%
121,661
+93,739
INSP icon
2738
Inspire Medical Systems
INSP
$1.71B
$4.19M ﹤0.01%
45,388
-34,986
LIND icon
2739
Lindblad Expeditions
LIND
$1.11B
$4.19M ﹤0.01%
290,269
-79,068
FXD icon
2740
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$312M
$4.18M ﹤0.01%
61,205
+2,867
PRGS icon
2741
Progress Software
PRGS
$1.54B
$4.16M ﹤0.01%
96,938
-174,016
LIT icon
2742
Global X Lithium & Battery Tech ETF
LIT
$1.75B
$4.16M ﹤0.01%
64,158
+38,169
IYY icon
2743
iShares Dow Jones US ETF
IYY
$2.74B
$4.15M ﹤0.01%
25,039
+786
SMBC icon
2744
Southern Missouri Bancorp
SMBC
$717M
$4.15M ﹤0.01%
70,171
+6,704
TDIV icon
2745
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.78B
$4.15M ﹤0.01%
42,818
-397
MOMO
2746
Hello Group
MOMO
$1.03B
$4.14M ﹤0.01%
632,232
-135,094
SHOO icon
2747
Steven Madden
SHOO
$2.85B
$4.14M ﹤0.01%
99,312
-73,139
WABC icon
2748
Westamerica Bancorp
WABC
$1.29B
$4.13M ﹤0.01%
86,449
-11,817
CGNT icon
2749
Cognyte Software
CGNT
$516M
$4.13M ﹤0.01%
439,271
-87,893
RWR icon
2750
State Street SPDR Dow Jones REIT ETF
RWR
$1.71B
$4.13M ﹤0.01%
42,027
-632,647