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
JIG icon
2901
JPMorgan International Growth ETF
JIG
$325M
$3.3M ﹤0.01%
45,021
-7,787
PRA icon
2902
ProAssurance
PRA
$1.26B
$3.29M ﹤0.01%
136,219
-21,672
SEM icon
2903
Select Medical
SEM
$2.03B
$3.29M ﹤0.01%
221,570
-332,633
AVSC icon
2904
Avantis US Small Cap Equity ETF
AVSC
$2.37B
$3.29M ﹤0.01%
55,939
+37
CGCP icon
2905
Capital Group Core Plus Income ETF
CGCP
$6.96B
$3.28M ﹤0.01%
144,772
+25,694
HLX icon
2906
Helix Energy Solutions
HLX
$1.26B
$3.28M ﹤0.01%
523,733
+31,654
CYH icon
2907
Community Health Systems
CYH
$474M
$3.27M ﹤0.01%
1,049,643
+454,516
CNNE icon
2908
Cannae Holdings
CNNE
$687M
$3.27M ﹤0.01%
208,117
-81,846
VXX icon
2909
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$211M
$3.27M ﹤0.01%
123,623
-44,810
SHLS icon
2910
Shoals Technologies Group
SHLS
$1.71B
$3.27M ﹤0.01%
384,729
+245,257
FSLY icon
2911
Fastly Inc
FSLY
$2.73B
$3.27M ﹤0.01%
320,728
+135,919
GTO icon
2912
Invesco Total Return Bond ETF
GTO
$2.08B
$3.26M ﹤0.01%
68,828
-10,912
HTB
2913
HomeTrust Bancshares
HTB
$760M
$3.26M ﹤0.01%
76,007
-13,323
BETA
2914
Beta Technologies Inc
BETA
$4B
$3.25M ﹤0.01%
+115,320
OUST icon
2915
Ouster
OUST
$1.13B
$3.25M ﹤0.01%
150,210
-34,988
VERA icon
2916
Vera Therapeutics
VERA
$3B
$3.25M ﹤0.01%
64,107
-18,258
ARR
2917
Armour Residential REIT
ARR
$2.05B
$3.24M ﹤0.01%
183,118
-32,298
TIPT icon
2918
Tiptree Inc
TIPT
$668M
$3.23M ﹤0.01%
176,983
+25,704
ATRO icon
2919
Astronics
ATRO
$2.74B
$3.22M ﹤0.01%
59,385
+396
IYC icon
2920
iShares US Consumer Discretionary ETF
IYC
$1.42B
$3.19M ﹤0.01%
30,969
+3,297
GSL icon
2921
Global Ship Lease
GSL
$1.36B
$3.18M ﹤0.01%
90,712
-77,615
RSMC
2922
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$730M
$3.17M ﹤0.01%
125,724
-1,800
METC icon
2923
Ramaco Resources Class A
METC
$1.09B
$3.17M ﹤0.01%
176,166
+92,363
ETOR
2924
eToro Group
ETOR
$2.3B
$3.17M ﹤0.01%
90,246
+83,847
SKWD icon
2925
Skyward Specialty Insurance
SKWD
$2B
$3.17M ﹤0.01%
61,970
-19,528