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
XMHQ icon
4176
Invesco S&P MidCap Quality ETF
XMHQ
$5.32B
$346K ﹤0.01%
3,381
-3,468
CBAN icon
4177
Colony Bankcorp
CBAN
$433M
$346K ﹤0.01%
19,391
-9,038
MATW icon
4178
Matthews International
MATW
$812M
$345K ﹤0.01%
13,207
+82
YEXT icon
4179
Yext
YEXT
$685M
$343K ﹤0.01%
42,567
-721
CRNC icon
4180
Cerence
CRNC
$372M
$343K ﹤0.01%
32,086
-93,758
PSIX
4181
Power Solutions International
PSIX
$2.28B
$342K ﹤0.01%
5,993
+3,304
YORW icon
4182
York Water
YORW
$483M
$341K ﹤0.01%
10,708
-5,937
LINC icon
4183
Lincoln Educational Services
LINC
$914M
$340K ﹤0.01%
14,074
-386
HFXI icon
4184
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.38B
$339K ﹤0.01%
+10,450
SSTI icon
4185
SoundThinking
SSTI
$96.3M
$339K ﹤0.01%
42,208
-5,138
AGL icon
4186
Agilon Health
AGL
$150M
$339K ﹤0.01%
491,939
-1,613,358
CSPI icon
4187
CSP Inc
CSPI
$97.7M
$337K ﹤0.01%
26,983
+1,388
KARO icon
4188
Karooooo
KARO
$1.5B
$337K ﹤0.01%
7,411
+3,747
KC
4189
Kingsoft Cloud Holdings
KC
$4.28B
$337K ﹤0.01%
32,570
-428,291
ADX icon
4190
Adams Diversified Equity Fund
ADX
$2.8B
$334K ﹤0.01%
14,339
+1,170
III icon
4191
Information Services Group
III
$227M
$334K ﹤0.01%
57,716
+42,738
WFG icon
4192
West Fraser Timber
WFG
$5.76B
$331K ﹤0.01%
5,412
+849
RM icon
4193
Regional Management Corp
RM
$330M
$331K ﹤0.01%
8,529
+4,377
GRVY
4194
GRAVITY
GRVY
$461M
$329K ﹤0.01%
5,691
-403
MX icon
4195
Magnachip Semiconductor
MX
$108M
$327K ﹤0.01%
128,262
+8,130
HACK icon
4196
Amplify Cybersecurity ETF
HACK
$1.99B
$324K ﹤0.01%
4,034
+1,754
ATLC icon
4197
Atlanticus Holdings
ATLC
$785M
$324K ﹤0.01%
4,834
-9,520
MLAB icon
4198
Mesa Laboratories
MLAB
$500M
$322K ﹤0.01%
4,100
-221
CRSR icon
4199
Corsair Gaming
CRSR
$724M
$321K ﹤0.01%
54,090
-25,089
GOLD
4200
Gold.com Inc
GOLD
$1.71B
$321K ﹤0.01%
9,415
+59