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
AEVA
4126
Aeva Technologies
AEVA
$816M
$384K ﹤0.01%
28,922
-53,783
USD icon
4127
ProShares Ultra Semiconductors
USD
$1.72B
$384K ﹤0.01%
7,304
-28,384
ITIC icon
4128
Investors Title Co
ITIC
$498M
$383K ﹤0.01%
1,534
+261
GOTU icon
4129
Gaotu Techedu
GOTU
$513M
$383K ﹤0.01%
165,015
+19,594
ERII icon
4130
Energy Recovery
ERII
$826M
$382K ﹤0.01%
28,340
-91,110
AVNW icon
4131
Aviat Networks
AVNW
$322M
$382K ﹤0.01%
17,879
+2,997
JGH icon
4132
Nuveen Global High Income Fund
JGH
$301M
$380K ﹤0.01%
+30,125
KROS icon
4133
Keros Therapeutics
KROS
$505M
$379K ﹤0.01%
18,638
-153,303
ARVN icon
4134
Arvinas
ARVN
$748M
$379K ﹤0.01%
31,995
-182,784
RWT
4135
Redwood Trust
RWT
$820M
$378K ﹤0.01%
68,412
-269,884
GLUE icon
4136
Monte Rosa Therapeutics
GLUE
$1.37B
$378K ﹤0.01%
24,120
+1,181
ALT icon
4137
Altimmune
ALT
$567M
$377K ﹤0.01%
104,532
+5,341
REGL icon
4138
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$375K ﹤0.01%
4,458
+1,779
WILC icon
4139
G. Willi-Food International
WILC
$403M
$373K ﹤0.01%
12,954
+2,051
CLB icon
4140
Core Laboratories
CLB
$864M
$372K ﹤0.01%
23,188
+1,023
AREC icon
4141
American Resources Corp
AREC
$318M
$371K ﹤0.01%
+149,442
CIO
4142
DELISTED
City Office REIT
CIO
$369K ﹤0.01%
52,782
-208,845
BYND icon
4143
Beyond Meat
BYND
$322M
$368K ﹤0.01%
448,938
+416,735
SPEU icon
4144
State Street SPDR Portfolio Europe ETF
SPEU
$795M
$368K ﹤0.01%
7,051
+5,757
LGOV icon
4145
First Trust Long Duration Opportunities ETF
LGOV
$685M
$367K ﹤0.01%
16,810
-195
FTLS icon
4146
First Trust Long/Short Equity ETF
FTLS
$2.15B
$367K ﹤0.01%
5,167
+2,369
BTG icon
4147
B2Gold
BTG
$7.22B
$366K ﹤0.01%
81,247
-5,495
XMLV icon
4148
Invesco S&P MidCap Low Volatility ETF
XMLV
$779M
$366K ﹤0.01%
5,871
-140,834
THD icon
4149
iShares MSCI Thailand ETF
THD
$299M
$366K ﹤0.01%
6,130
-6,925
ITRN icon
4150
Ituran Location and Control
ITRN
$944M
$364K ﹤0.01%
8,473
-115