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
OGN icon
3201
Organon & Co
OGN
$1.92B
$2M ﹤0.01%
279,578
-40,769
NYAX
3202
Nayax
NYAX
$2.1B
$2M ﹤0.01%
39,590
+15,863
ACRE
3203
Ares Commercial Real Estate
ACRE
$286M
$2M ﹤0.01%
418,296
+41,481
KNSA icon
3204
Kiniksa Pharmaceuticals
KNSA
$3.44B
$2M ﹤0.01%
48,397
-144,059
OMAB icon
3205
Grupo Aeroportuario Centro Norte
OMAB
$6.19B
$1.99M ﹤0.01%
18,341
-3,632
BOKF icon
3206
BOK Financial
BOKF
$8.14B
$1.99M ﹤0.01%
16,833
-1,459
DJT icon
3207
Trump Media & Technology Group
DJT
$3.04B
$1.99M ﹤0.01%
150,445
+83,821
JCAP
3208
Jefferson Capital
JCAP
$1.31B
$1.98M ﹤0.01%
88,710
+84,030
SITC icon
3209
SITE Centers
SITC
$339M
$1.98M ﹤0.01%
308,664
-252,446
NXDR
3210
Nextdoor Holdings
NXDR
$627M
$1.98M ﹤0.01%
943,541
+132,527
UA icon
3211
Under Armour Class C
UA
$2.97B
$1.98M ﹤0.01%
412,756
+12,379
PACS icon
3212
PACS Group
PACS
$5.92B
$1.98M ﹤0.01%
51,597
+14,853
DFEV icon
3213
Dimensional Emerging Markets Value ETF
DFEV
$1.54B
$1.96M ﹤0.01%
58,150
-1,503
AMAL icon
3214
Amalgamated Financial
AMAL
$1.23B
$1.96M ﹤0.01%
61,213
-37,178
CYRX icon
3215
CryoPort
CYRX
$418M
$1.95M ﹤0.01%
203,506
-12,995
AUTL
3216
Autolus Therapeutics
AUTL
$373M
$1.95M ﹤0.01%
979,275
+76,207
FDEM icon
3217
Fidelity Emerging Markets Multifactor ETF
FDEM
$461M
$1.94M ﹤0.01%
62,758
+4,223
AAOI icon
3218
Applied Optoelectronics
AAOI
$3.04B
$1.93M ﹤0.01%
55,465
+21,223
KNTK icon
3219
Kinetik
KNTK
$2.66B
$1.93M ﹤0.01%
53,631
-2,853
NNE
3220
Nano Nuclear Energy
NNE
$1.25B
$1.93M ﹤0.01%
80,503
+6,494
IMKTA icon
3221
Ingles Markets
IMKTA
$1.7B
$1.93M ﹤0.01%
28,176
+629
DEHP icon
3222
Dimensional Emerging Markets High Profitability ETF
DEHP
$365M
$1.93M ﹤0.01%
59,801
-1,843
EVGO icon
3223
EVgo
EVGO
$395M
$1.92M ﹤0.01%
661,243
-60,948
SLYG icon
3224
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.83B
$1.92M ﹤0.01%
20,426
+9,061
RELY icon
3225
Remitly
RELY
$2.67B
$1.91M ﹤0.01%
138,766
-1,999,988