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
SPLB icon
2801
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.22B
$3.86M ﹤0.01%
170,815
+12,331
NOK icon
2802
Nokia
NOK
$39.2B
$3.85M ﹤0.01%
594,872
+288,061
CEPF
2803
Cantor Equity Partners IV
CEPF
$596M
$3.84M ﹤0.01%
373,668
-32,663
ATEN icon
2804
A10 Networks
ATEN
$1.48B
$3.84M ﹤0.01%
216,998
-163,163
SONO icon
2805
Sonos
SONO
$1.87B
$3.83M ﹤0.01%
217,968
-209,878
IMTM icon
2806
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.78B
$3.83M ﹤0.01%
79,777
+8,278
AZTA icon
2807
Azenta
AZTA
$1.32B
$3.83M ﹤0.01%
115,056
-358,259
PGEN icon
2808
Precigen
PGEN
$1.74B
$3.82M ﹤0.01%
914,919
+154,524
CSIQ icon
2809
Canadian Solar
CSIQ
$1.3B
$3.81M ﹤0.01%
160,339
-411,554
MAGN
2810
Magnera Corp
MAGN
$492M
$3.8M ﹤0.01%
251,037
+195,234
DIHP icon
2811
Dimensional International High Profitability ETF
DIHP
$5.61B
$3.8M ﹤0.01%
119,948
+4,401
QFIN icon
2812
Qfin Holdings
QFIN
$2.02B
$3.8M ﹤0.01%
197,033
-307,932
BRSL
2813
Brightstar Lottery PLC
BRSL
$2.51B
$3.79M ﹤0.01%
244,866
-560,776
ADTN icon
2814
Adtran
ADTN
$812M
$3.78M ﹤0.01%
435,184
-378,179
IMTB icon
2815
iShares Core 5-10 Year USD Bond ETF
IMTB
$282M
$3.78M ﹤0.01%
85,515
+12,003
TAK icon
2816
Takeda Pharmaceutical
TAK
$58.3B
$3.78M ﹤0.01%
242,179
-5,350
BTC
2817
Grayscale Bitcoin Mini Trust ETF
BTC
$3B
$3.77M ﹤0.01%
97,380
+18,799
SPXL icon
2818
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.54B
$3.77M ﹤0.01%
17,091
-124
SIBN icon
2819
SI-BONE Inc
SIBN
$665M
$3.77M ﹤0.01%
191,105
+5,486
AIV
2820
Aimco
AIV
$839M
$3.76M ﹤0.01%
633,398
-33,256
WTM icon
2821
White Mountains Insurance
WTM
$5.43B
$3.75M ﹤0.01%
1,806
-2,516
CNL
2822
Collective Mining Ltd
CNL
$1.55B
$3.73M ﹤0.01%
255,644
-14,370
LION icon
2823
Lionsgate Studios
LION
$2.35B
$3.71M ﹤0.01%
406,709
+65,109
SPBO icon
2824
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.85B
$3.71M ﹤0.01%
126,390
+34,406
FSTA icon
2825
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.5B
$3.71M ﹤0.01%
75,326
+8,890