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
AEHR icon
3476
Aehr Test Systems
AEHR
$883M
$1.3M ﹤0.01%
64,355
+49,212
ZIM icon
3477
ZIM Integrated Shipping Services
ZIM
$2.67B
$1.3M ﹤0.01%
61,169
-108,462
GSEW icon
3478
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.59B
$1.29M ﹤0.01%
15,133
+782
DMII
3479
Drugs Made In America Acquisition II Corp
DMII
$655M
$1.28M ﹤0.01%
+129,630
VYGR icon
3480
Voyager Therapeutics
VYGR
$188M
$1.28M ﹤0.01%
326,230
+108,819
HDUS
3481
Hartford Disciplined US Equity ETF
HDUS
$159M
$1.28M ﹤0.01%
19,662
+1,282
GRNT icon
3482
Granite Ridge Resources
GRNT
$663M
$1.28M ﹤0.01%
272,073
+10,379
TBLL icon
3483
Invesco Short Term Treasury ETF
TBLL
$2.23B
$1.28M ﹤0.01%
12,077
+589
GABC icon
3484
German American Bancorp
GABC
$1.62B
$1.28M ﹤0.01%
32,548
+70
ABR icon
3485
Arbor Realty Trust
ABR
$1.51B
$1.27M ﹤0.01%
163,612
+3,433
RWK icon
3486
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.15B
$1.27M ﹤0.01%
10,039
-264
BBDC icon
3487
Barings BDC
BBDC
$956M
$1.27M ﹤0.01%
138,234
+911
CABO icon
3488
Cable One
CABO
$640M
$1.27M ﹤0.01%
11,243
-2,572
FLYW icon
3489
Flywire
FLYW
$1.34B
$1.27M ﹤0.01%
89,504
+77
QHY
3490
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$210M
$1.27M ﹤0.01%
27,270
-508
ARCT icon
3491
Arcturus Therapeutics
ARCT
$205M
$1.26M ﹤0.01%
206,169
+2,562
DFSD icon
3492
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.21B
$1.26M ﹤0.01%
26,288
+2,962
IMCV icon
3493
iShares Morningstar Mid-Cap Value ETF
IMCV
$996M
$1.26M ﹤0.01%
15,308
+2,660
AMLP icon
3494
Alerian MLP ETF
AMLP
$11.6B
$1.26M ﹤0.01%
26,717
+17,435
NABL icon
3495
N-able
NABL
$997M
$1.25M ﹤0.01%
167,572
-192,155
CRMD icon
3496
CorMedix
CRMD
$578M
$1.25M ﹤0.01%
107,768
+10,540
LVHD icon
3497
Franklin US Low Volatility High Dividend Index ETF
LVHD
$637M
$1.25M ﹤0.01%
31,391
+1,562
CNA icon
3498
CNA Financial
CNA
$13.2B
$1.25M ﹤0.01%
26,188
+16,012
SID icon
3499
Companhia Siderúrgica Nacional
SID
$2.24B
$1.25M ﹤0.01%
780,445
+779,721
USSG icon
3500
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$549M
$1.24M ﹤0.01%
19,541
+7,823