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
ZVRA icon
2826
Zevra Therapeutics
ZVRA
$479M
$3.69M ﹤0.01%
412,261
-26,723
SPIB icon
2827
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$3.69M ﹤0.01%
109,240
-683,154
SG icon
2828
Sweetgreen
SG
$608M
$3.68M ﹤0.01%
544,959
+329,362
OPY icon
2829
Oppenheimer Holdings
OPY
$909M
$3.67M ﹤0.01%
50,800
-18,638
CORP icon
2830
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.49B
$3.65M ﹤0.01%
37,319
+2,135
FPI
2831
Farmland Partners
FPI
$516M
$3.64M ﹤0.01%
375,609
-133,785
DFEM icon
2832
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.97B
$3.64M ﹤0.01%
109,962
+10,469
CCOI icon
2833
Cogent Communications
CCOI
$1.3B
$3.64M ﹤0.01%
168,603
-371,167
EWTX icon
2834
Edgewise Therapeutics
EWTX
$3.18B
$3.62M ﹤0.01%
146,038
+77,318
IYE icon
2835
iShares US Energy ETF
IYE
$1.41B
$3.61M ﹤0.01%
75,990
-3,161
QDEL icon
2836
QuidelOrtho
QDEL
$1.6B
$3.61M ﹤0.01%
126,404
+903
QNST icon
2837
QuinStreet
QNST
$641M
$3.6M ﹤0.01%
250,782
-154,270
RLAY icon
2838
Relay Therapeutics
RLAY
$1.55B
$3.6M ﹤0.01%
425,958
-36,421
BLDP
2839
Ballard Power Systems
BLDP
$647M
$3.6M ﹤0.01%
1,418,389
+726,188
PEB.PRF icon
2840
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$121M
$3.6M ﹤0.01%
189,025
OFIX icon
2841
Orthofix Medical
OFIX
$530M
$3.6M ﹤0.01%
237,273
-20,762
XRAY icon
2842
Dentsply Sirona
XRAY
$2.58B
$3.59M ﹤0.01%
313,789
-103,067
SBH icon
2843
Sally Beauty Holdings
SBH
$1.58B
$3.59M ﹤0.01%
251,423
+172,320
GBIL icon
2844
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.13B
$3.58M ﹤0.01%
35,813
-47,902
CFFN icon
2845
Capitol Federal Financial
CFFN
$972M
$3.57M ﹤0.01%
524,447
-63,987
ESPR icon
2846
Esperion Therapeutics
ESPR
$820M
$3.57M ﹤0.01%
965,059
+19,568
GLIBK
2847
GCI Liberty Inc Series C
GLIBK
$1.51B
$3.56M ﹤0.01%
95,645
+45,054
EQX icon
2848
Equinox Gold
EQX
$12.4B
$3.56M ﹤0.01%
253,243
-277,966
AMSC icon
2849
American Superconductor
AMSC
$1.63B
$3.54M ﹤0.01%
123,103
+8,215
KIM.PRN icon
2850
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$3.54M ﹤0.01%
60,430