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
TBBB icon
3151
BBB Foods
TBBB
$4.32B
$2.19M ﹤0.01%
65,609
-275,120
CACC icon
3152
Credit Acceptance
CACC
$5.17B
$2.19M ﹤0.01%
4,939
-27
HLIT icon
3153
Harmonic Inc
HLIT
$1.2B
$2.18M ﹤0.01%
220,911
+28,051
FLCO icon
3154
Franklin Investment Grade Corporate ETF
FLCO
$605M
$2.18M ﹤0.01%
100,613
+30,058
REMX icon
3155
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.58B
$2.18M ﹤0.01%
29,460
+29,160
FMUB
3156
Fidelity Municipal Bond Opportunities ETF
FMUB
$155M
$2.18M ﹤0.01%
42,697
+24,645
NWPX icon
3157
NWPX Infrastructure Inc
NWPX
$718M
$2.17M ﹤0.01%
34,785
-3,969
JJSF icon
3158
J&J Snack Foods
JJSF
$1.64B
$2.16M ﹤0.01%
23,901
-29,424
BSCT icon
3159
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.8B
$2.16M ﹤0.01%
114,416
-113,704
GIGB icon
3160
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$846M
$2.15M ﹤0.01%
46,525
+3,095
ORRF icon
3161
Orrstown Financial Services
ORRF
$734M
$2.14M ﹤0.01%
60,492
-1,741
PJAN icon
3162
Innovator US Equity Power Buffer ETF January
PJAN
$1.53B
$2.14M ﹤0.01%
45,551
-1,723
SNDL icon
3163
Sundial Growers
SNDL
$386M
$2.13M ﹤0.01%
1,284,775
-595,407
WEN icon
3164
Wendy's
WEN
$1.42B
$2.13M ﹤0.01%
255,487
+25,605
ARDT
3165
Ardent Health
ARDT
$1.37B
$2.11M ﹤0.01%
238,717
-44,344
MMI icon
3166
Marcus & Millichap
MMI
$1.01B
$2.1M ﹤0.01%
77,104
+19,694
JAMF
3167
DELISTED
Jamf
JAMF
$2.1M ﹤0.01%
161,298
+36,940
INR
3168
Infinity Natural Resources
INR
$256M
$2.1M ﹤0.01%
142,371
+63,402
SSTK icon
3169
Shutterstock
SSTK
$613M
$2.1M ﹤0.01%
109,788
-6,282
FDMT icon
3170
4D Molecular Therapeutics
FDMT
$477M
$2.1M ﹤0.01%
279,505
-234,010
GSM icon
3171
FerroAtlántica
GSM
$985M
$2.09M ﹤0.01%
450,808
+131,078
SDIV icon
3172
Global X SuperDividend ETF
SDIV
$1.25B
$2.09M ﹤0.01%
87,007
+3,553
IYZ icon
3173
iShares US Telecommunications ETF
IYZ
$787M
$2.09M ﹤0.01%
61,672
+9,098
TTGT icon
3174
TechTarget
TTGT
$362M
$2.09M ﹤0.01%
387,091
-7,695
UPWK icon
3175
Upwork
UPWK
$1.73B
$2.09M ﹤0.01%
105,438
-82,400