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
HFSI
3226
Hartford Strategic Income ETF
HFSI
$608M
$1.91M ﹤0.01%
53,938
+5,043
HMY icon
3227
Harmony Gold Mining
HMY
$13.1B
$1.91M ﹤0.01%
95,921
-1,271,223
SEPN
3228
Septerna Inc
SEPN
$1.23B
$1.91M ﹤0.01%
68,338
+59,602
CRXP
3229
Columbia Core Plus Bond ETF
CRXP
$1.9M ﹤0.01%
+95,000
SPT icon
3230
Sprout Social
SPT
$423M
$1.9M ﹤0.01%
168,924
-142,429
BRCB
3231
Black Rock Coffee Bar Inc
BRCB
$252M
$1.9M ﹤0.01%
85,543
+54,651
LEG icon
3232
Leggett & Platt
LEG
$1.59B
$1.9M ﹤0.01%
172,900
-485,097
LQDH icon
3233
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$512M
$1.9M ﹤0.01%
20,342
+1,974
KOP icon
3234
Koppers
KOP
$673M
$1.89M ﹤0.01%
69,955
+6,617
GHM icon
3235
Graham Corp
GHM
$935M
$1.89M ﹤0.01%
29,376
+5,087
ORN icon
3236
Orion Group Holdings
ORN
$555M
$1.89M ﹤0.01%
189,639
-12,323
ACRS icon
3237
Aclaris Therapeutics
ACRS
$346M
$1.88M ﹤0.01%
625,963
-132,613
QAT icon
3238
iShares MSCI Qatar ETF
QAT
$73.4M
$1.88M ﹤0.01%
99,734
+5,653
TREE icon
3239
LendingTree
TREE
$543M
$1.87M ﹤0.01%
35,306
+14,277
TYRA icon
3240
Tyra Biosciences
TYRA
$1.49B
$1.87M ﹤0.01%
71,175
-3,054
GMRE
3241
Global Medical REIT
GMRE
$484M
$1.87M ﹤0.01%
55,395
-53,749
ASIX icon
3242
AdvanSix
ASIX
$501M
$1.87M ﹤0.01%
107,882
+35,766
SCVL icon
3243
Shoe Carnival
SCVL
$550M
$1.86M ﹤0.01%
110,441
+62,964
BBW icon
3244
Build-A-Bear
BBW
$649M
$1.86M ﹤0.01%
30,423
-3,206
RWJ icon
3245
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.73B
$1.86M ﹤0.01%
38,259
-1,556
PEJ icon
3246
Invesco Leisure and Entertainment ETF
PEJ
$241M
$1.86M ﹤0.01%
30,316
-176
FNKO icon
3247
Funko
FNKO
$197M
$1.86M ﹤0.01%
545,589
-794,678
JOYY
3248
JOYY Inc
JOYY
$3.12B
$1.85M ﹤0.01%
28,623
-30,745
SNCY icon
3249
Sun Country Airlines
SNCY
$1.13B
$1.85M ﹤0.01%
128,758
+107,349
CNDT icon
3250
Conduent
CNDT
$237M
$1.85M ﹤0.01%
963,915
+524,810