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
FORR icon
3351
Forrester Research
FORR
$107M
$1.62M ﹤0.01%
199,591
+61,985
QGRW icon
3352
WisdomTree US Quality Growth Fund
QGRW
$2.1B
$1.61M ﹤0.01%
27,520
+13,346
LBTYA icon
3353
Liberty Global Class A
LBTYA
$3.67B
$1.61M ﹤0.01%
168,344
-8,067
SLQT icon
3354
SelectQuote
SLQT
$158M
$1.61M ﹤0.01%
1,143,427
+303,079
IGE icon
3355
iShares North American Natural Resources ETF
IGE
$917M
$1.61M ﹤0.01%
32,116
-856
AQN icon
3356
Algonquin Power & Utilities
AQN
$5.23B
$1.61M ﹤0.01%
261,344
-10,000
MMLP icon
3357
Martin Midstream Partners
MMLP
$109M
$1.61M ﹤0.01%
615,588
-27,914
EDIT icon
3358
Editas Medicine
EDIT
$172M
$1.61M ﹤0.01%
783,104
-37,563
GSHD icon
3359
Goosehead Insurance
GSHD
$1.21B
$1.6M ﹤0.01%
21,790
+765
SXC icon
3360
SunCoke Energy
SXC
$676M
$1.6M ﹤0.01%
222,788
-219,905
ZEUS icon
3361
Olympic Steel
ZEUS
$1.6M ﹤0.01%
37,479
-35,522
PMTRU
3362
Perimeter Acquisition Corp I Unit
PMTRU
$191M
$1.6M ﹤0.01%
150,000
LQDT icon
3363
Liquidity Services
LQDT
$953M
$1.59M ﹤0.01%
52,500
+5,852
SOXS icon
3364
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.03B
$1.59M ﹤0.01%
507,370
+312,920
UHT
3365
Universal Health Realty Income Trust
UHT
$599M
$1.59M ﹤0.01%
40,469
-47,392
FWONA icon
3366
Liberty Media Series A
FWONA
$19.6B
$1.59M ﹤0.01%
17,747
-12,457
RIGL icon
3367
Rigel Pharmaceuticals
RIGL
$623M
$1.59M ﹤0.01%
37,014
+2,054
ALKT icon
3368
Alkami Technology
ALKT
$1.71B
$1.58M ﹤0.01%
68,662
-1,045,145
SOBO
3369
South Bow Corp
SOBO
$6.31B
$1.58M ﹤0.01%
57,607
-61,384
HOV icon
3370
Hovnanian Enterprises
HOV
$773M
$1.58M ﹤0.01%
16,161
+6,878
BV icon
3371
BrightView Holdings
BV
$1.29B
$1.58M ﹤0.01%
124,342
+65,021
JBSS icon
3372
John B. Sanfilippo & Son
JBSS
$936M
$1.57M ﹤0.01%
22,304
-13,600
EVER icon
3373
EverQuote
EVER
$527M
$1.57M ﹤0.01%
58,281
+24,322
ARKF icon
3374
ARK Blockchain & Fintech Innovation ETF
ARKF
$819M
$1.57M ﹤0.01%
33,035
-3,917
SBET icon
3375
Sharplink Inc
SBET
$1.35B
$1.57M ﹤0.01%
175,678
+77,410