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
PLTK icon
3501
Playtika
PLTK
$1.24B
$1.24M ﹤0.01%
313,736
-37,667
TLTD icon
3502
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$648M
$1.24M ﹤0.01%
13,358
-17,606
RSPG icon
3503
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$583M
$1.24M ﹤0.01%
15,524
-466
NEWT icon
3504
NewtekOne
NEWT
$365M
$1.23M ﹤0.01%
108,765
-90,532
HBCP icon
3505
Home Bancorp
HBCP
$479M
$1.23M ﹤0.01%
21,357
-4,466
VSGX icon
3506
Vanguard ESG International Stock ETF
VSGX
$6.18B
$1.23M ﹤0.01%
17,145
-517
MFA
3507
MFA Financial
MFA
$1.01B
$1.23M ﹤0.01%
131,770
-177,210
CCXIU
3508
Churchill Capital Corp XI Units
CCXIU
$314M
$1.23M ﹤0.01%
+120,000
ILTB icon
3509
iShares Core 10+ Year USD Bond ETF
ILTB
$637M
$1.22M ﹤0.01%
24,628
-129
FIVN icon
3510
FIVE9
FIVN
$1.31B
$1.22M ﹤0.01%
60,997
-2,299
UDMY icon
3511
Udemy
UDMY
$679M
$1.22M ﹤0.01%
208,264
-899,793
JPIB icon
3512
JPMorgan International Bond Opportunities ETF
JPIB
$1.63B
$1.21M ﹤0.01%
24,947
+19,345
HTLD icon
3513
Heartland Express
HTLD
$874M
$1.21M ﹤0.01%
134,537
+65,662
ATAI icon
3514
AtaiBeckley Inc
ATAI
$1.3B
$1.21M ﹤0.01%
296,991
-472,609
IEZ icon
3515
iShares US Oil Equipment & Services ETF
IEZ
$219M
$1.21M ﹤0.01%
58,081
+49,751
SPOK icon
3516
Spok Holdings
SPOK
$283M
$1.21M ﹤0.01%
91,823
-22,710
IRMD icon
3517
iRadimed
IRMD
$1.27B
$1.21M ﹤0.01%
12,444
-11,280
NATH icon
3518
Nathan's Famous
NATH
$413M
$1.21M ﹤0.01%
12,937
+7,844
DQ
3519
Daqo New Energy
DQ
$1.67B
$1.21M ﹤0.01%
40,928
-55,342
COE
3520
51Talk Online Education Group
COE
$161M
$1.2M ﹤0.01%
37,668
-5
HEQT icon
3521
Simplify Hedged Equity ETF
HEQT
$338M
$1.2M ﹤0.01%
37,425
+33,086
PMTR
3522
Perimeter Acquisition Corp I
PMTR
$319M
$1.2M ﹤0.01%
116,548
+49,868
DHIL icon
3523
Diamond Hill
DHIL
$462M
$1.2M ﹤0.01%
7,066
-828
SCHJ icon
3524
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$715M
$1.2M ﹤0.01%
48,004
+19,826
TTI icon
3525
TETRA Technologies
TTI
$1.46B
$1.2M ﹤0.01%
127,541
-2,024