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
MSDL icon
2976
Morgan Stanley Direct Lending Fund
MSDL
$1.37B
$2.94M ﹤0.01%
178,273
+155,599
NSSC icon
2977
Napco Security Technologies
NSSC
$1.57B
$2.94M ﹤0.01%
70,437
-186,966
USLM icon
2978
United States Lime & Minerals
USLM
$3.11B
$2.94M ﹤0.01%
24,517
-19,447
ACHC icon
2979
Acadia Healthcare
ACHC
$1.52B
$2.93M ﹤0.01%
206,833
+3,175
VTC icon
2980
Vanguard Total Corporate Bond ETF
VTC
$1.62B
$2.92M ﹤0.01%
37,648
+7,506
ESML icon
2981
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.31B
$2.92M ﹤0.01%
63,555
+3,682
AUR icon
2982
Aurora
AUR
$8.73B
$2.92M ﹤0.01%
759,123
-131,331
IBDS icon
2983
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.66B
$2.9M ﹤0.01%
119,611
-58,486
TNA icon
2984
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.63B
$2.9M ﹤0.01%
63,769
+52,500
SPTI icon
2985
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.34B
$2.9M ﹤0.01%
100,664
+18,590
BFLY icon
2986
Butterfly Network
BFLY
$768M
$2.9M ﹤0.01%
763,351
+681,630
NAVI icon
2987
Navient
NAVI
$894M
$2.9M ﹤0.01%
222,992
-526,911
LXU icon
2988
LSB Industries
LXU
$709M
$2.9M ﹤0.01%
340,800
-24,801
AGM icon
2989
Federal Agricultural Mortgage
AGM
$1.9B
$2.89M ﹤0.01%
16,484
-4,005
PRVA icon
2990
Privia Health
PRVA
$2.75B
$2.89M ﹤0.01%
122,017
-26,692
HYD icon
2991
VanEck High Yield Muni ETF
HYD
$4.24B
$2.89M ﹤0.01%
56,541
+1,647
STBA icon
2992
S&T Bancorp
STBA
$1.63B
$2.88M ﹤0.01%
73,207
+21,999
EIDO icon
2993
iShares MSCI Indonesia ETF
EIDO
$324M
$2.88M ﹤0.01%
154,033
+124,224
EDIV icon
2994
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.16B
$2.88M ﹤0.01%
73,520
+23,574
NMR icon
2995
Nomura Holdings
NMR
$28B
$2.87M ﹤0.01%
342,124
+105,407
GETY icon
2996
Getty Images
GETY
$416M
$2.87M ﹤0.01%
2,140,086
+50,392
FMC icon
2997
FMC
FMC
$1.79B
$2.86M ﹤0.01%
206,222
-4,629,065
HYTR icon
2998
CP High Yield Trend ETF
HYTR
$246M
$2.86M ﹤0.01%
131,586
+12,495
HCKT icon
2999
Hackett Group
HCKT
$350M
$2.86M ﹤0.01%
145,545
-30,093
EHAB icon
3000
Enhabit
EHAB
$565M
$2.86M ﹤0.01%
309,870
+18,047