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
CLMT icon
3576
Calumet Specialty Products
CLMT
$2.48B
$1.08M ﹤0.01%
54,463
+393
EWP icon
3577
iShares MSCI Spain ETF
EWP
$1.86B
$1.08M ﹤0.01%
20,060
-55,329
TRS icon
3578
TriMas Corp
TRS
$1.47B
$1.08M ﹤0.01%
30,484
-56
FCBC icon
3579
First Community Bankshares
FCBC
$731M
$1.08M ﹤0.01%
32,032
+4,955
CCRN icon
3580
Cross Country Healthcare
CCRN
$265M
$1.08M ﹤0.01%
133,343
-161,502
AMN icon
3581
AMN Healthcare
AMN
$624M
$1.08M ﹤0.01%
68,474
-36,310
ILOW
3582
AB International Low Volatility Equity ETF
ILOW
$1.65B
$1.08M ﹤0.01%
25,299
+2,639
VSTS icon
3583
Vestis
VSTS
$1.02B
$1.08M ﹤0.01%
161,530
-917
WNC icon
3584
Wabash National
WNC
$480M
$1.08M ﹤0.01%
124,543
+2,232
ALIT icon
3585
Alight
ALIT
$680M
$1.07M ﹤0.01%
550,013
+84,619
JELD icon
3586
JELD-WEN Holding
JELD
$191M
$1.07M ﹤0.01%
435,560
+41,666
SWIM icon
3587
Latham Group
SWIM
$770M
$1.07M ﹤0.01%
168,660
+149,877
EC icon
3588
Ecopetrol
EC
$24.5B
$1.07M ﹤0.01%
106,545
+31,360
ALF
3589
Centurion Acquisition Corp
ALF
$386M
$1.07M ﹤0.01%
99,847
-49,887
ZROZ icon
3590
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.6B
$1.06M ﹤0.01%
16,512
-420
ATIIU
3591
Archimedes Tech SPAC Partners II Co Unit
ATIIU
$1.06M ﹤0.01%
100,000
-38,380
XMMO icon
3592
Invesco S&P MidCap Momentum ETF
XMMO
$5.45B
$1.06M ﹤0.01%
7,636
+1,089
FERAU
3593
Fifth Era Acquisition Corp I Units
FERAU
$1.05M ﹤0.01%
100,000
-1,700
CENT icon
3594
Central Garden & Pet Co
CENT
$2.36B
$1.05M ﹤0.01%
32,771
-11,072
SVCCU
3595
Stellar V Capital Corp Unit
SVCCU
$1.05M ﹤0.01%
100,000
-101,000
BACCU
3596
Blue Acquisition Corp Unit
BACCU
$1.05M ﹤0.01%
100,000
BSRR icon
3597
Sierra Bancorp
BSRR
$495M
$1.05M ﹤0.01%
32,152
-9,472
PKE icon
3598
Park Aerospace
PKE
$472M
$1.05M ﹤0.01%
49,218
-12,557
QTEC icon
3599
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.82B
$1.05M ﹤0.01%
4,560
-3,287
FTW
3600
EQV Ventures Acquisition Corp
FTW
$471M
$1.05M ﹤0.01%
100,000
-50,000