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
EWA icon
3076
iShares MSCI Australia ETF
EWA
$1.43B
$2.53M ﹤0.01%
96,512
-23,783
PFFD icon
3077
Global X US Preferred ETF
PFFD
$2.27B
$2.53M ﹤0.01%
133,611
+25,920
VIR icon
3078
Vir Biotechnology
VIR
$1.04B
$2.52M ﹤0.01%
418,603
-30,915
FLJP icon
3079
Franklin FTSE Japan ETF
FLJP
$3.08B
$2.51M ﹤0.01%
72,991
+1,145
FIW icon
3080
First Trust Water ETF
FIW
$1.97B
$2.49M ﹤0.01%
22,961
+207
AU icon
3081
AngloGold Ashanti
AU
$55.4B
$2.49M ﹤0.01%
29,178
+16,124
CNMD icon
3082
CONMED
CNMD
$1.29B
$2.48M ﹤0.01%
61,206
-78,318
FXH icon
3083
First Trust Health Care AlphaDEX Fund
FXH
$923M
$2.48M ﹤0.01%
21,820
+1,430
HRTG icon
3084
Heritage Insurance Holdings
HRTG
$767M
$2.48M ﹤0.01%
84,727
+19,362
BBSI icon
3085
Barrett Business Services
BBSI
$810M
$2.48M ﹤0.01%
68,414
-138,770
ENR icon
3086
Energizer
ENR
$1.56B
$2.47M ﹤0.01%
124,336
+9,716
ALHC icon
3087
Alignment Healthcare
ALHC
$4.04B
$2.47M ﹤0.01%
124,983
-324,650
CTO
3088
CTO Realty Growth
CTO
$613M
$2.46M ﹤0.01%
133,461
-7,290
TR icon
3089
Tootsie Roll Industries
TR
$3.07B
$2.46M ﹤0.01%
67,046
+6,182
PEBO icon
3090
Peoples Bancorp
PEBO
$1.2B
$2.45M ﹤0.01%
81,708
+8,879
AQST icon
3091
Aquestive Therapeutics
AQST
$445M
$2.45M ﹤0.01%
379,417
-94,162
ICFI icon
3092
ICF International
ICFI
$1.42B
$2.45M ﹤0.01%
28,703
-20,155
AB icon
3093
AllianceBernstein
AB
$3.72B
$2.44M ﹤0.01%
63,452
-12,907
RLX icon
3094
RLX Technology
RLX
$2.86B
$2.44M ﹤0.01%
1,047,837
+239,248
PID icon
3095
Invesco International Dividend Achievers ETF
PID
$944M
$2.44M ﹤0.01%
110,813
+1,053
MSBI icon
3096
Midland States Bancorp
MSBI
$486M
$2.44M ﹤0.01%
115,046
+33,313
WDI
3097
Western Asset Diversified Income Fund
WDI
$742M
$2.44M ﹤0.01%
176,359
+650
SOMN
3098
The Southern Company 2025 Series A Corp Units
SOMN
$2.43M ﹤0.01%
+48,247
SB icon
3099
Safe Bulkers
SB
$613M
$2.42M ﹤0.01%
502,904
+23,761
SBS icon
3100
Sabesp
SBS
$20.5B
$2.42M ﹤0.01%
101,576
+12,306