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
WOOF icon
3026
Petco
WOOF
$706M
$2.78M ﹤0.01%
988,921
+156,509
PNRG icon
3027
PrimeEnergy Resources
PNRG
$281M
$2.77M ﹤0.01%
16,201
-1,009
UFCS icon
3028
United Fire Group
UFCS
$1B
$2.77M ﹤0.01%
76,213
-56,681
BFS
3029
Saul Centers
BFS
$840M
$2.77M ﹤0.01%
87,829
-37,516
VTWG icon
3030
Vanguard Russell 2000 Growth ETF
VTWG
$1.26B
$2.77M ﹤0.01%
11,734
-1,995
IPI icon
3031
Intrepid Potash
IPI
$444M
$2.77M ﹤0.01%
99,782
-57,760
JMHI icon
3032
JPMorgan High Yield Municipal ETF
JMHI
$254M
$2.77M ﹤0.01%
55,063
-118,384
NPKI
3033
NPK International
NPKI
$1.22B
$2.75M ﹤0.01%
230,879
+7,415
DIVO icon
3034
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.39B
$2.75M ﹤0.01%
61,753
+20,071
GSIE icon
3035
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.41B
$2.74M ﹤0.01%
63,867
-15,096
DFGP icon
3036
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.25B
$2.73M ﹤0.01%
50,569
+5,435
THRM icon
3037
Gentherm
THRM
$982M
$2.73M ﹤0.01%
75,011
+11,205
FTCS icon
3038
First Trust Capital Strength ETF
FTCS
$8.36B
$2.72M ﹤0.01%
29,455
+347
NAGE
3039
Niagen Bioscience
NAGE
$410M
$2.71M ﹤0.01%
426,384
+32,218
TFPM icon
3040
Triple Flag Precious Metals
TFPM
$7.48B
$2.71M ﹤0.01%
81,514
-297,854
NTSX icon
3041
WisdomTree US Efficient Core Fund
NTSX
$1.27B
$2.71M ﹤0.01%
49,400
+35,562
BOW
3042
Bowhead Specialty Holdings
BOW
$789M
$2.68M ﹤0.01%
93,898
+57,525
NUTX
3043
Nutex Health
NUTX
$705M
$2.66M ﹤0.01%
16,133
+1,351
ALUB.U
3044
Alussa Energy Acquisition Corp II Units
ALUB.U
$2.65M ﹤0.01%
+262,247
UHAL.B icon
3045
U-Haul Holding Co Series N
UHAL.B
$8.75B
$2.65M ﹤0.01%
56,595
-11,732
MDXG icon
3046
MiMedx Group
MDXG
$758M
$2.64M ﹤0.01%
390,455
-103,206
AVDL
3047
DELISTED
Avadel Pharmaceuticals
AVDL
$2.64M ﹤0.01%
122,476
-442,995
RXST icon
3048
RxSight
RXST
$331M
$2.63M ﹤0.01%
252,598
+149,716
UVV icon
3049
Universal Corp
UVV
$1.33B
$2.63M ﹤0.01%
49,781
+5,405
PHO icon
3050
Invesco Water Resources ETF
PHO
$2.15B
$2.63M ﹤0.01%
37,282
+4,954