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
EWX icon
3451
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$779M
$1.38M ﹤0.01%
20,982
+159
TOI icon
3452
The Oncology Institute
TOI
$247M
$1.38M ﹤0.01%
386,778
+362,349
TIC
3453
TIC Solutions Inc
TIC
$2.07B
$1.38M ﹤0.01%
136,053
-73,885
CMTG icon
3454
Claros Mortgage Trust
CMTG
$360M
$1.37M ﹤0.01%
448,433
-15,366
LAW icon
3455
CS Disco
LAW
$232M
$1.37M ﹤0.01%
176,151
-21,223
CECO icon
3456
Ceco Environmental
CECO
$2.82B
$1.37M ﹤0.01%
22,823
-736
RDVT icon
3457
Red Violet
RDVT
$587M
$1.36M ﹤0.01%
23,954
-1,923
QDEF icon
3458
FlexShares Quality Dividend Defensive Index Fund
QDEF
$508M
$1.36M ﹤0.01%
16,811
-181
FIGB icon
3459
Fidelity Investment Grade Bond ETF
FIGB
$417M
$1.36M ﹤0.01%
31,293
+1,057
UAMY icon
3460
United States Antimony
UAMY
$1.07B
$1.36M ﹤0.01%
270,730
+5,183
FALN icon
3461
iShares Fallen Angels USD Bond ETF
FALN
$1.88B
$1.36M ﹤0.01%
49,711
-1,254,708
HY icon
3462
Hyster-Yale Materials Handling
HY
$700M
$1.35M ﹤0.01%
45,496
-3,855
INBX icon
3463
Inhibrx
INBX
$1.1B
$1.35M ﹤0.01%
17,059
+12,230
ALLO icon
3464
Allogene Therapeutics
ALLO
$405M
$1.34M ﹤0.01%
979,112
+70,387
MEI icon
3465
Methode Electronics
MEI
$321M
$1.34M ﹤0.01%
201,857
-89,208
FLXR
3466
TCW Flexible Income ETF
FLXR
$2.64B
$1.34M ﹤0.01%
33,830
+33,558
DSP icon
3467
Viant Technology
DSP
$159M
$1.34M ﹤0.01%
110,942
+85,141
PTRN
3468
Pattern Group Inc
PTRN
$1.91B
$1.33M ﹤0.01%
+115,679
GOSS icon
3469
Gossamer Bio
GOSS
$530M
$1.33M ﹤0.01%
428,903
+234,534
PAYO icon
3470
Payoneer
PAYO
$1.92B
$1.32M ﹤0.01%
234,977
-403,248
KKR.PRD
3471
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.27B
$1.32M ﹤0.01%
25,416
-19,565
ALLT icon
3472
Allot
ALLT
$497M
$1.31M ﹤0.01%
133,252
-148,253
JPSE icon
3473
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$557M
$1.31M ﹤0.01%
26,101
+87
PDEX icon
3474
Pro-Dex
PDEX
$127M
$1.31M ﹤0.01%
33,955
-465
KEN icon
3475
Kenon Holdings
KEN
$4.13B
$1.3M ﹤0.01%
19,660
-8,352