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
FCEL icon
3176
FuelCell Energy
FCEL
$345M
$2.08M ﹤0.01%
284,413
+280,615
SZZLU
3177
Sizzle Acquisition Corp II Unit
SZZLU
$2.08M ﹤0.01%
200,000
-46,315
IDU icon
3178
iShares US Utilities ETF
IDU
$1.44B
$2.08M ﹤0.01%
19,154
+2,760
EPAC icon
3179
Enerpac Tool Group
EPAC
$2.27B
$2.07M ﹤0.01%
54,239
-12,313
DIN icon
3180
Dine Brands
DIN
$458M
$2.07M ﹤0.01%
64,380
+56,513
MDYG icon
3181
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.57B
$2.07M ﹤0.01%
22,369
+1,049
MPB icon
3182
Mid Penn Bancorp
MPB
$782M
$2.07M ﹤0.01%
66,570
+14,218
CINT icon
3183
CI&T Inc
CINT
$636M
$2.06M ﹤0.01%
506,761
-293,344
CMP icon
3184
Compass Minerals
CMP
$1B
$2.06M ﹤0.01%
105,006
-58,981
MUND
3185
Northern Trust 2055 Tax-Exempt Distributing Ladder ETF
MUND
$10.4M
$2.06M ﹤0.01%
20,000
SYRE icon
3186
Spyre Therapeutics
SYRE
$2.84B
$2.06M ﹤0.01%
62,951
-213,033
SABR icon
3187
Sabre
SABR
$375M
$2.06M ﹤0.01%
1,513,637
+1,213,870
DFTX
3188
Definium Therapeutics
DFTX
$1.55B
$2.06M ﹤0.01%
153,722
+110,540
IDHQ icon
3189
Invesco S&P International Developed Quality ETF
IDHQ
$675M
$2.05M ﹤0.01%
58,266
-220
NXRT
3190
NexPoint Residential Trust
NXRT
$755M
$2.05M ﹤0.01%
67,980
-22,577
LEN.B icon
3191
Lennar Class B
LEN.B
$28.2B
$2.04M ﹤0.01%
21,473
-3,670
CNTA
3192
Centessa Pharmaceuticals
CNTA
$3.65B
$2.04M ﹤0.01%
81,486
-160,409
REZ icon
3193
iShares Residential and Multisector Real Estate ETF
REZ
$833M
$2.03M ﹤0.01%
24,622
+7,912
HIVE
3194
HIVE Digital Technologies
HIVE
$551M
$2.03M ﹤0.01%
787,261
+286,371
IMVT icon
3195
Immunovant
IMVT
$5.24B
$2.03M ﹤0.01%
79,866
+4,536
NPCE icon
3196
Neuropace
NPCE
$501M
$2.02M ﹤0.01%
130,926
+120,657
SBR
3197
Sabine Royalty Trust
SBR
$1.02B
$2.02M ﹤0.01%
29,427
+14,065
CIM
3198
Chimera Investment
CIM
$1.17B
$2.02M ﹤0.01%
162,296
-152,821
SLYV icon
3199
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.47B
$2.01M ﹤0.01%
22,138
+4,171
CGBL icon
3200
Capital Group Core Balanced ETF
CGBL
$5.14B
$2.01M ﹤0.01%
56,971
+33,965