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
ONDS icon
3276
Ondas Inc
ONDS
$4.19B
$1.79M ﹤0.01%
183,904
-1,880,152
WLKP icon
3277
Westlake Chemical Partners
WLKP
$751M
$1.79M ﹤0.01%
94,455
+173
FSEC icon
3278
Fidelity Investment Grade Securitized ETF
FSEC
$4.43B
$1.79M ﹤0.01%
40,522
+3,618
AVD icon
3279
American Vanguard Corp
AVD
$150M
$1.79M ﹤0.01%
467,437
+31,039
NGVC icon
3280
Vitamin Cottage Natural Grocers
NGVC
$618M
$1.78M ﹤0.01%
71,126
+40,910
ENTA icon
3281
Enanta Pharmaceuticals
ENTA
$402M
$1.78M ﹤0.01%
112,964
-10,853
FMAT icon
3282
Fidelity MSCI Materials Index ETF
FMAT
$563M
$1.78M ﹤0.01%
33,471
+26,319
DCH
3283
Dauch Corp
DCH
$1.71B
$1.77M ﹤0.01%
276,014
+95,329
CHYM
3284
Chime Financial
CHYM
$7.38B
$1.76M ﹤0.01%
70,078
+53,147
BHC icon
3285
Bausch Health
BHC
$2.22B
$1.76M ﹤0.01%
253,640
+8,862
DNTH icon
3286
Dianthus Therapeutics
DNTH
$2.05B
$1.76M ﹤0.01%
42,639
-25,485
DFVE icon
3287
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$26.7M
$1.76M ﹤0.01%
55,032
PCT icon
3288
PureCycle Technologies
PCT
$1.57B
$1.75M ﹤0.01%
204,143
+48,796
BITQ icon
3289
Bitwise Crypto Industry Innovators ETF
BITQ
$351M
$1.75M ﹤0.01%
87,942
-3,247
ADACU
3290
American Drive Acquisition Co Units
ADACU
$200M
$1.75M ﹤0.01%
+175,325
OXM icon
3291
Oxford Industries
OXM
$569M
$1.75M ﹤0.01%
51,081
+34,973
WYFI
3292
WhiteFiber Inc
WYFI
$743M
$1.75M ﹤0.01%
110,492
+10,445
JMIA
3293
Jumia Technologies
JMIA
$1.14B
$1.74M ﹤0.01%
139,515
+139,309
CAEP
3294
Cantor Equity Partners III
CAEP
$359M
$1.74M ﹤0.01%
170,717
-247,395
WINA icon
3295
Winmark
WINA
$1.62B
$1.74M ﹤0.01%
4,295
+66
SAIL
3296
SailPoint Inc
SAIL
$8.94B
$1.74M ﹤0.01%
85,923
-9,693
GUNR icon
3297
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.08B
$1.73M ﹤0.01%
37,825
+2,543
RCUS icon
3298
Arcus Biosciences
RCUS
$2.34B
$1.73M ﹤0.01%
72,755
+8,813
GDYN icon
3299
Grid Dynamics Holdings
GDYN
$558M
$1.73M ﹤0.01%
191,606
-322,071
UVXY icon
3300
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$394M
$1.73M ﹤0.01%
48,153
-49,740