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
BDVL
901
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.53B
$86.7M 0.01%
3,496,333
+26,598
BRX icon
902
Brixmor Property Group
BRX
$8.98B
$86.6M 0.01%
3,301,810
-906,258
AVUV icon
903
Avantis US Small Cap Value ETF
AVUV
$23.5B
$86.5M 0.01%
848,616
+392,866
SLV icon
904
iShares Silver Trust
SLV
$40.5B
$86M 0.01%
1,334,943
-151,824
WSM icon
905
Williams-Sonoma
WSM
$25.6B
$85.9M 0.01%
480,739
-740,395
IJK icon
906
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.71B
$85.7M 0.01%
885,104
+6,231
JSCP icon
907
JPMorgan Short Duration Core Plus ETF
JSCP
$1.31B
$85.3M 0.01%
1,794,460
+55,424
GPOR icon
908
Gulfport Energy Corp
GPOR
$3.94B
$85.3M 0.01%
409,882
-22,886
SUN icon
909
Sunoco
SUN
$11.2B
$85.2M 0.01%
1,626,278
+1,182,662
IWP icon
910
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$84.7M 0.01%
618,230
-113,189
MUSA icon
911
Murphy USA
MUSA
$7.56B
$84.5M 0.01%
209,355
-147,832
MGV icon
912
Vanguard Mega Cap Value ETF
MGV
$11.7B
$84.3M 0.01%
597,489
+43,482
THC icon
913
Tenet Healthcare
THC
$20.3B
$84M 0.01%
422,868
+10,843
CFR icon
914
Cullen/Frost Bankers
CFR
$9.13B
$83.8M 0.01%
661,772
-11,010
PRIM icon
915
Primoris Services
PRIM
$9B
$83.4M 0.01%
672,192
+185,992
PNR icon
916
Pentair
PNR
$16.6B
$83.4M 0.01%
800,882
-162,639
FBIN icon
917
Fortune Brands Innovations
FBIN
$6.17B
$82.7M 0.01%
1,653,760
-872,743
HASI icon
918
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.01B
$82.5M 0.01%
2,625,977
+565,279
RGA icon
919
Reinsurance Group of America
RGA
$14.4B
$82.5M 0.01%
405,603
+21,443
DVN icon
920
Devon Energy
DVN
$27.7B
$82.1M 0.01%
2,241,134
-654,151
EPD icon
921
Enterprise Products Partners
EPD
$80.5B
$82.1M 0.01%
2,559,671
+10,410
HLN icon
922
Haleon
HLN
$49.9B
$81.9M 0.01%
8,100,217
-3,884,455
KRE icon
923
State Street SPDR S&P Regional Banking ETF
KRE
$4.8B
$81.8M 0.01%
1,262,587
-1,401,119
MGA icon
924
Magna International
MGA
$19.4B
$81.8M 0.01%
1,535,121
-221,037
NVS icon
925
Novartis
NVS
$311B
$81.7M 0.01%
592,652
+55,109