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
FNDA icon
3051
Schwab Fundamental US Small Company Index ETF
FNDA
$9.86B
$2.62M ﹤0.01%
83,302
+4,447
BAR icon
3052
GraniteShares Gold Shares
BAR
$1.74B
$2.62M ﹤0.01%
61,737
+40,118
NLR icon
3053
VanEck Uranium + Nuclear Energy ETF
NLR
$4.57B
$2.62M ﹤0.01%
21,097
+19,815
AD
3054
Array Digital Infrastructure
AD
$4.4B
$2.61M ﹤0.01%
48,750
+27,052
LILAK icon
3055
Liberty Latin America Class C
LILAK
$1.56B
$2.61M ﹤0.01%
338,803
-140,482
CBZ icon
3056
CBIZ
CBZ
$1.51B
$2.61M ﹤0.01%
51,652
-471,248
HCI icon
3057
HCI Group
HCI
$2.05B
$2.6M ﹤0.01%
13,556
+1,842
INN
3058
Summit Hotel Properties
INN
$490M
$2.59M ﹤0.01%
532,031
-323,931
AMTM
3059
Amentum Holdings
AMTM
$7.56B
$2.59M ﹤0.01%
89,291
-15,480
STNE icon
3060
StoneCo
STNE
$4.42B
$2.58M ﹤0.01%
174,317
-11,410
RPV icon
3061
Invesco S&P 500 Pure Value ETF
RPV
$1.78B
$2.58M ﹤0.01%
24,941
+3,142
CEPT
3062
Cantor Equity Partners II
CEPT
$353M
$2.58M ﹤0.01%
228,928
+78,156
ALRM icon
3063
Alarm.com
ALRM
$2.31B
$2.58M ﹤0.01%
50,472
-21,599
NSP icon
3064
Insperity
NSP
$969M
$2.56M ﹤0.01%
66,154
-53,992
NG icon
3065
NovaGold Resources
NG
$4.71B
$2.56M ﹤0.01%
274,618
+20,499
VIOG icon
3066
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$889M
$2.56M ﹤0.01%
21,069
-540
EES icon
3067
WisdomTree US SmallCap Earnings Fund
EES
$680M
$2.55M ﹤0.01%
44,796
-119
FFLG icon
3068
Fidelity Fundamental Large Cap Growth ETF
FFLG
$507M
$2.55M ﹤0.01%
85,026
+1,643
ENPH icon
3069
Enphase Energy
ENPH
$5.69B
$2.54M ﹤0.01%
79,324
-843,985
EGO icon
3070
Eldorado Gold
EGO
$9.52B
$2.54M ﹤0.01%
70,676
-135,852
NUAG icon
3071
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$65.8M
$2.54M ﹤0.01%
119,810
-2,003
AMTB icon
3072
Amerant Bancorp
AMTB
$911M
$2.53M ﹤0.01%
129,800
-93,140
MULT
3073
Franklin Multisector Income ETF
MULT
$15.3M
$2.53M ﹤0.01%
100,000
CMPR icon
3074
Cimpress
CMPR
$1.8B
$2.53M ﹤0.01%
38,017
+28
SRLN icon
3075
State Street Blackstone Senior Loan ETF
SRLN
$5.99B
$2.53M ﹤0.01%
61,291
+8,994