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
CNXN icon
2876
PC Connection
CNXN
$1.61B
$3.46M ﹤0.01%
59,948
+13,927
RRR icon
2877
Red Rock Resorts
RRR
$3.69B
$3.46M ﹤0.01%
55,832
-124,353
IHF icon
2878
iShares US Healthcare Providers ETF
IHF
$748M
$3.46M ﹤0.01%
72,144
+16,300
SMBK icon
2879
SmartFinancial
SMBK
$706M
$3.45M ﹤0.01%
93,307
+27,380
URGN icon
2880
UroGen Pharma
URGN
$941M
$3.43M ﹤0.01%
146,271
-388,274
NEXT icon
2881
NextDecade
NEXT
$1.38B
$3.42M ﹤0.01%
648,591
+254,115
LAR
2882
Lithium Argentina AG
LAR
$1.12B
$3.41M ﹤0.01%
611,594
+583,866
CGMS icon
2883
Capital Group US Multi-Sector Income ETF
CGMS
$4.25B
$3.41M ﹤0.01%
123,486
-25,567
LAC
2884
Lithium Americas
LAC
$1.41B
$3.4M ﹤0.01%
+780,656
HUN icon
2885
Huntsman Corp
HUN
$2.3B
$3.4M ﹤0.01%
340,067
+45,136
COHU icon
2886
Cohu
COHU
$1.43B
$3.4M ﹤0.01%
145,987
-111,623
BATRA icon
2887
Atlanta Braves Holdings Series A
BATRA
$3B
$3.39M ﹤0.01%
79,880
+26,669
ORIC icon
2888
Oric Pharmaceuticals
ORIC
$973M
$3.39M ﹤0.01%
414,786
-813,742
CTRI icon
2889
Centuri Holdings
CTRI
$3.09B
$3.39M ﹤0.01%
134,351
-18,671
HUBG icon
2890
HUB Group
HUBG
$2.43B
$3.39M ﹤0.01%
79,459
-87,224
EOSE icon
2891
Eos Energy Enterprises
EOSE
$3.6B
$3.39M ﹤0.01%
295,390
-835,618
XIFR
2892
XPLR Infrastructure LP
XIFR
$1.01B
$3.37M ﹤0.01%
337,110
+29,089
HEDJ icon
2893
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$3.37M ﹤0.01%
63,428
-7,811
NUHY icon
2894
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$114M
$3.35M ﹤0.01%
155,168
+128,912
MAMA icon
2895
Mama's Creations
MAMA
$631M
$3.33M ﹤0.01%
246,992
+233,091
BXC icon
2896
BlueLinx
BXC
$585M
$3.33M ﹤0.01%
54,220
-13,144
PENG
2897
Penguin Solutions Inc
PENG
$1.02B
$3.33M ﹤0.01%
170,217
-1,374,283
CVBF icon
2898
CVB Financial
CVBF
$2.79B
$3.32M ﹤0.01%
178,590
+623
SANA icon
2899
Sana Biotechnology
SANA
$1.03B
$3.32M ﹤0.01%
815,455
-1,319,989
PSFF icon
2900
Pacer Swan SOS Fund of Funds ETF
PSFF
$557M
$3.32M ﹤0.01%
102,554
+17,282