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
KRNY icon
3876
Kearny Financial
KRNY
$508M
$603K ﹤0.01%
81,390
-58,407
IQDG icon
3877
WisdomTree International Quality Dividend Growth Fund
IQDG
$757M
$600K ﹤0.01%
14,453
-2,826
FINV
3878
FinVolution Group
FINV
$1.37B
$597K ﹤0.01%
114,069
+113,509
PAII
3879
Pyrophyte Acquisition Corp II
PAII
$276M
$595K ﹤0.01%
59,160
ABSI icon
3880
Absci
ABSI
$383M
$593K ﹤0.01%
169,932
-1,567
AVGV icon
3881
Avantis All Equity Markets Value ETF
AVGV
$260M
$590K ﹤0.01%
+8,057
OLP
3882
One Liberty Properties
OLP
$493M
$590K ﹤0.01%
29,056
-50,396
SGHT icon
3883
Sight Sciences
SGHT
$283M
$589K ﹤0.01%
74,329
-25,573
AMRC icon
3884
Ameresco
AMRC
$1.73B
$585K ﹤0.01%
19,976
-775
LBRDA icon
3885
Liberty Broadband Class A
LBRDA
$7.95B
$584K ﹤0.01%
12,105
-2,878
EMO
3886
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.01B
$584K ﹤0.01%
13,083
+1,060
CASS icon
3887
Cass Information Systems
CASS
$579M
$584K ﹤0.01%
14,059
-4,628
USVM icon
3888
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.43B
$583K ﹤0.01%
6,382
+2,445
AESI icon
3889
Atlas Energy Solutions
AESI
$1.46B
$582K ﹤0.01%
61,831
-8,931
MED icon
3890
Medifast
MED
$118M
$581K ﹤0.01%
54,380
+425
QUS icon
3891
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.58B
$581K ﹤0.01%
3,333
+1,427
BMA icon
3892
Banco Macro
BMA
$5.54B
$580K ﹤0.01%
6,431
-107,552
FLTB icon
3893
Fidelity Limited Term Bond ETF
FLTB
$362M
$580K ﹤0.01%
11,442
+731
MCHB
3894
Mechanics Bancorp
MCHB
$3.4B
$580K ﹤0.01%
39,621
+30,751
FRST icon
3895
Primis Financial Corp
FRST
$344M
$573K ﹤0.01%
41,198
-9,448
BSCQ icon
3896
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.21B
$573K ﹤0.01%
29,254
+23,653
HYDW icon
3897
Xtrackers Low Beta High Yield Bond ETF
HYDW
$68.4M
$571K ﹤0.01%
12,101
-22
IBND icon
3898
SPDR Bloomberg International Corporate Bond ETF
IBND
$479M
$568K ﹤0.01%
17,689
+282
RBB icon
3899
RBB Bancorp
RBB
$381M
$563K ﹤0.01%
27,262
-7,723
MVST icon
3900
Microvast
MVST
$775M
$562K ﹤0.01%
200,857
-2,916,806