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
TWI icon
2926
Titan International
TWI
$705M
$3.16M ﹤0.01%
403,479
-241,107
GSBD icon
2927
Goldman Sachs BDC
GSBD
$1.05B
$3.16M ﹤0.01%
340,200
+317,393
WLDN icon
2928
Willdan Group
WLDN
$1.73B
$3.16M ﹤0.01%
30,439
-4,471
INGN icon
2929
Inogen
INGN
$156M
$3.15M ﹤0.01%
469,301
+87,822
BDN
2930
Brandywine Realty Trust
BDN
$547M
$3.15M ﹤0.01%
1,078,619
-446,996
ETON icon
2931
Eton Pharmaceutcials
ETON
$458M
$3.14M ﹤0.01%
185,439
-165,978
ISCV icon
2932
iShares Morningstar Small-Cap Value ETF
ISCV
$630M
$3.13M ﹤0.01%
45,747
-5,858
NUSC icon
2933
Nuveen ESG Small-Cap ETF
NUSC
$1.23B
$3.13M ﹤0.01%
70,164
-1,423
SCL icon
2934
Stepan Co
SCL
$1.51B
$3.11M ﹤0.01%
65,612
+3,724
WF icon
2935
Woori Financial
WF
$19.7B
$3.1M ﹤0.01%
52,763
+5,232
TDUP icon
2936
ThredUp
TDUP
$588M
$3.1M ﹤0.01%
485,089
-205,598
MEOH icon
2937
Methanex
MEOH
$3.77B
$3.1M ﹤0.01%
77,963
-191,411
STKL
2938
SunOpta
STKL
$762M
$3.09M ﹤0.01%
814,274
+324,268
ARQT icon
2939
Arcutis Biotherapeutics
ARQT
$3.17B
$3.09M ﹤0.01%
106,488
+5,694
KELYA icon
2940
Kelly Services Class A
KELYA
$335M
$3.08M ﹤0.01%
349,731
-62,480
PWV icon
2941
Invesco Large Cap Value ETF
PWV
$1.36B
$3.08M ﹤0.01%
46,246
-4,606
AVNS icon
2942
Avanos Medical
AVNS
$692M
$3.07M ﹤0.01%
273,718
-304,171
AHH
2943
Armada Hoffler Properties
AHH
$552M
$3.07M ﹤0.01%
464,072
-414,074
OSPN icon
2944
OneSpan
OSPN
$427M
$3.07M ﹤0.01%
238,919
-70,393
BCH icon
2945
Banco de Chile
BCH
$22B
$3.06M ﹤0.01%
80,622
+75,689
ESQ icon
2946
Esquire Financial Holdings
ESQ
$932M
$3.05M ﹤0.01%
29,927
+21,461
AAP icon
2947
Advance Auto Parts
AAP
$3.53B
$3.05M ﹤0.01%
77,671
-182,458
MTRX icon
2948
Matrix Service
MTRX
$322M
$3.05M ﹤0.01%
260,573
-46,275
GOOD
2949
Gladstone Commercial Corp
GOOD
$565M
$3.05M ﹤0.01%
285,678
-51,113
GES
2950
DELISTED
Guess Inc
GES
$3.05M ﹤0.01%
181,859
-79,326