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
ONIT
3426
Onity Group
ONIT
$389M
$1.44M ﹤0.01%
31,386
-7,092
TALO icon
3427
Talos Energy
TALO
$2.23B
$1.43M ﹤0.01%
129,789
-101,189
PD icon
3428
PagerDuty
PD
$637M
$1.43M ﹤0.01%
109,063
-86,947
STPZ icon
3429
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$433M
$1.43M ﹤0.01%
26,640
+24,664
MAN icon
3430
ManpowerGroup
MAN
$1.33B
$1.43M ﹤0.01%
48,046
+10,130
MOTI icon
3431
VanEck Morningstar International Moat ETF
MOTI
$205M
$1.43M ﹤0.01%
38,873
+1,128
FUBO icon
3432
FuboTV Inc
FUBO
$473M
$1.43M ﹤0.01%
565,685
-95,824
SDGR icon
3433
Schrodinger
SDGR
$840M
$1.42M ﹤0.01%
79,677
-1,606
MSB
3434
Mesabi Trust
MSB
$446M
$1.42M ﹤0.01%
36,964
+760
JENA
3435
Jena Acquisition Corp II
JENA
$298M
$1.42M ﹤0.01%
140,000
FSM icon
3436
Fortuna Silver Mines
FSM
$3.37B
$1.42M ﹤0.01%
144,772
-331,026
MSEX icon
3437
Middlesex Water
MSEX
$1.02B
$1.42M ﹤0.01%
28,146
-7,166
QUBT icon
3438
Quantum Computing Inc
QUBT
$1.9B
$1.42M ﹤0.01%
137,919
-796,006
SD icon
3439
SandRidge Energy
SD
$621M
$1.41M ﹤0.01%
98,001
+4,433
EPC icon
3440
Edgewell Personal Care
EPC
$1.02B
$1.41M ﹤0.01%
82,743
-166,781
AVBP icon
3441
ArriVent BioPharma
AVBP
$927M
$1.4M ﹤0.01%
69,394
+55,403
AII
3442
American Integrity Insurance
AII
$349M
$1.39M ﹤0.01%
66,962
+63,736
RXI icon
3443
iShares Global Consumer Discretionary ETF
RXI
$267M
$1.39M ﹤0.01%
6,791
+496
KBONU
3444
Karbon Capital Partners Corp Units
KBONU
$314M
$1.39M ﹤0.01%
+138,334
HNRG icon
3445
Hallador Energy
HNRG
$945M
$1.39M ﹤0.01%
72,928
-77,807
HLIO icon
3446
Helios Technologies
HLIO
$2.51B
$1.39M ﹤0.01%
25,945
+306
USMF icon
3447
WisdomTree US Multifactor Fund
USMF
$372M
$1.39M ﹤0.01%
27,024
+6,173
ASTH icon
3448
Astrana Health
ASTH
$942M
$1.38M ﹤0.01%
55,603
-8,695
MRVI icon
3449
Maravai LifeSciences
MRVI
$429M
$1.38M ﹤0.01%
424,306
+154,509
LILA icon
3450
Liberty Latin America Class A
LILA
$1.55B
$1.38M ﹤0.01%
184,492
+58,232