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
ARKQ icon
2751
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.02B
$4.12M ﹤0.01%
35,923
-1,354
FV icon
2752
First Trust Dorsey Wright Focus 5 ETF
FV
$3.6B
$4.12M ﹤0.01%
65,459
+2,600
VPG icon
2753
Vishay Precision Group
VPG
$587M
$4.11M ﹤0.01%
106,861
-11,289
MTW icon
2754
Manitowoc
MTW
$507M
$4.11M ﹤0.01%
343,049
-28,184
MNTN
2755
MNTN Inc
MNTN
$752M
$4.1M ﹤0.01%
343,513
+338,894
MGPI icon
2756
MGP Ingredients
MGPI
$548M
$4.1M ﹤0.01%
168,701
+9,467
HURN icon
2757
Huron Consulting
HURN
$2.16B
$4.1M ﹤0.01%
23,688
+3,088
NMB
2758
Simplify National Muni Bond ETF
NMB
$46.4M
$4.1M ﹤0.01%
163,768
-10,701
PAX icon
2759
Patria Investments
PAX
$2.22B
$4.09M ﹤0.01%
257,143
-13,994
ERIC icon
2760
Ericsson
ERIC
$36.9B
$4.07M ﹤0.01%
422,160
-995,755
TRN icon
2761
Trinity Industries
TRN
$2.81B
$4.07M ﹤0.01%
154,069
-97,521
JHMM icon
2762
John Hancock Multifactor Mid Cap ETF
JHMM
$5.01B
$4.05M ﹤0.01%
61,802
+8,266
SBLK icon
2763
Star Bulk Carriers
SBLK
$2.71B
$4.04M ﹤0.01%
210,240
+110,801
VINP icon
2764
Vinci Compass Investments Ltd
VINP
$772M
$4.03M ﹤0.01%
309,193
-25,550
FOR icon
2765
Forestar Group
FOR
$1.54B
$4.03M ﹤0.01%
163,635
-1,205
BNDW icon
2766
Vanguard Total World Bond ETF
BNDW
$1.59B
$4.03M ﹤0.01%
58,607
+58,455
PAGP icon
2767
Plains GP Holdings
PAGP
$4.27B
$4.01M ﹤0.01%
209,726
+15,816
AEG icon
2768
Aegon
AEG
$11.5B
$4.01M ﹤0.01%
520,029
-25,957
ROCK icon
2769
Gibraltar Industries
ROCK
$1.62B
$4M ﹤0.01%
80,888
-54,453
FNDX icon
2770
Schwab Fundamental US Large Company Index ETF
FNDX
$24B
$4M ﹤0.01%
146,889
+8,021
SILA
2771
Sila Realty Trust
SILA
$1.41B
$3.97M ﹤0.01%
170,519
-50,745
RH icon
2772
RH
RH
$3.85B
$3.97M ﹤0.01%
22,159
-243,112
BZH icon
2773
Beazer Homes USA
BZH
$818M
$3.97M ﹤0.01%
195,657
-34,048
CTS icon
2774
CTS Corp
CTS
$1.67B
$3.96M ﹤0.01%
92,469
+27,411
APPN icon
2775
Appian
APPN
$1.69B
$3.96M ﹤0.01%
111,899
-78,266