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
CLW icon
2951
Clearwater Paper
CLW
$282M
$3.04M ﹤0.01%
174,954
+87,577
IYK icon
2952
iShares US Consumer Staples ETF
IYK
$1.31B
$3.04M ﹤0.01%
45,471
+21,796
TBBK icon
2953
The Bancorp
TBBK
$2.57B
$3.02M ﹤0.01%
44,696
-96,554
COTY icon
2954
Coty
COTY
$2.21B
$3.02M ﹤0.01%
979,598
-1,218,799
STEL icon
2955
Stellar Bancorp
STEL
$1.95B
$3.01M ﹤0.01%
97,276
+19,122
RXO icon
2956
RXO
RXO
$2.22B
$3.01M ﹤0.01%
238,011
+102,341
RGP icon
2957
Resources Connection
RGP
$130M
$3.01M ﹤0.01%
596,633
+97,751
COWG icon
2958
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.36B
$3.01M ﹤0.01%
85,383
+21,863
GRND icon
2959
Grindr
GRND
$1.86B
$3.01M ﹤0.01%
221,971
-124,151
TRIP icon
2960
TripAdvisor
TRIP
$1.1B
$3.01M ﹤0.01%
206,393
-1,268
WB icon
2961
Weibo
WB
$2.45B
$3M ﹤0.01%
293,765
-313,219
HSHP
2962
Himalaya Shipping
HSHP
$561M
$3M ﹤0.01%
329,836
+240,825
SEI
2963
Solaris Energy Infrastructure
SEI
$2.76B
$3M ﹤0.01%
65,259
-9,760
INVA icon
2964
Innoviva
INVA
$1.7B
$2.99M ﹤0.01%
149,802
-69,161
UPB
2965
Upstream Bio Inc
UPB
$473M
$2.99M ﹤0.01%
110,280
+80,333
SEB icon
2966
Seaboard Corp
SEB
$5.15B
$2.99M ﹤0.01%
672
+86
RSPD icon
2967
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$226M
$2.97M ﹤0.01%
52,138
-21,103
SEZL icon
2968
Sezzle
SEZL
$2.19B
$2.97M ﹤0.01%
46,794
-10,762
TBCH
2969
Turtle Beach Corp
TBCH
$228M
$2.96M ﹤0.01%
211,053
+183,264
MNKD icon
2970
MannKind Corp
MNKD
$1.74B
$2.96M ﹤0.01%
522,190
-1,525,679
EWI icon
2971
iShares MSCI Italy ETF
EWI
$716M
$2.96M ﹤0.01%
54,474
+118
SVM
2972
Silvercorp Metals
SVM
$2.42B
$2.96M ﹤0.01%
354,855
-589,047
RLGT icon
2973
Radiant Logistics
RLGT
$343M
$2.96M ﹤0.01%
467,410
-17,438
SMMV icon
2974
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$294M
$2.96M ﹤0.01%
68,231
-2,351
DNN icon
2975
Denison Mines
DNN
$3.39B
$2.95M ﹤0.01%
1,107,266
+4,672