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
APLS icon
2776
Apellis Pharmaceuticals
APLS
$2.75B
$3.96M ﹤0.01%
157,754
+104,238
HOPE icon
2777
Hope Bancorp
HOPE
$1.56B
$3.96M ﹤0.01%
361,529
+39,677
ASAN icon
2778
Asana
ASAN
$1.79B
$3.96M ﹤0.01%
288,924
-282,445
SSL icon
2779
Sasol
SSL
$5.07B
$3.96M ﹤0.01%
608,186
-417,748
EEMA icon
2780
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.76B
$3.95M ﹤0.01%
41,983
+734
PSTL
2781
Postal Realty Trust
PSTL
$504M
$3.94M ﹤0.01%
244,198
-4,458
SPRU icon
2782
Spruce Power Holding Corp
SPRU
$80.3M
$3.93M ﹤0.01%
773,005
-40
TGTX icon
2783
TG Therapeutics
TGTX
$4.52B
$3.93M ﹤0.01%
131,946
-95,988
ARGT icon
2784
Global X MSCI Argentina ETF
ARGT
$815M
$3.93M ﹤0.01%
42,952
-8,957
RDWR icon
2785
Radware
RDWR
$1.21B
$3.92M ﹤0.01%
162,876
-40,710
XME icon
2786
State Street SPDR S&P Metals & Mining ETF
XME
$4.4B
$3.92M ﹤0.01%
37,828
-300,548
KNOP icon
2787
KNOT Offshore Partners
KNOP
$360M
$3.91M ﹤0.01%
377,985
-94,647
GIII icon
2788
G-III Apparel Group
GIII
$1.27B
$3.91M ﹤0.01%
135,034
+51,100
PNTG icon
2789
Pennant Group
PNTG
$1.11B
$3.91M ﹤0.01%
138,873
+8,152
EMLC icon
2790
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$5.01B
$3.91M ﹤0.01%
151,322
-532,466
SAH icon
2791
Sonic Automotive
SAH
$2.05B
$3.91M ﹤0.01%
63,161
-53,748
MANU icon
2792
Manchester United
MANU
$3.01B
$3.91M ﹤0.01%
245,417
+28,986
UNTY icon
2793
Unity Bancorp
UNTY
$544M
$3.89M ﹤0.01%
75,260
+9,783
XSOE icon
2794
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.96B
$3.89M ﹤0.01%
99,719
-39,743
CGCB icon
2795
Capital Group Core Bond ETF
CGCB
$4.11B
$3.87M ﹤0.01%
146,111
-148,374
SMPL icon
2796
Simply Good Foods
SMPL
$1.48B
$3.87M ﹤0.01%
192,862
-244,869
HELE icon
2797
Helen of Troy
HELE
$407M
$3.87M ﹤0.01%
182,125
-60,047
SCHL icon
2798
Scholastic
SCHL
$867M
$3.87M ﹤0.01%
130,616
-131,344
KREF
2799
KKR Real Estate Finance Trust
KREF
$451M
$3.87M ﹤0.01%
470,312
-105,897
SPXE icon
2800
ProShares S&P 500 ex-Energy ETF
SPXE
$74.7M
$3.86M ﹤0.01%
52,240
+150