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
ZS icon
976
Zscaler
ZS
$28.3B
$75.1M ﹤0.01%
334,095
-78,483
BYD icon
977
Boyd Gaming
BYD
$6.41B
$75.1M ﹤0.01%
880,898
-70,227
USIG icon
978
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.8B
$75.1M ﹤0.01%
1,449,857
+27,651
STEP icon
979
StepStone Group
STEP
$4.55B
$74.8M ﹤0.01%
1,165,500
-210,236
BRK.A icon
980
Berkshire Hathaway Class A
BRK.A
$1.08T
$74.7M ﹤0.01%
99
STN icon
981
Stantec
STN
$9.93B
$74M ﹤0.01%
784,305
+196,063
CON
982
Concentra Group Holdings
CON
$3.02B
$73.8M ﹤0.01%
3,749,208
-125,075
IXUS icon
983
iShares Core MSCI Total International Stock ETF
IXUS
$56.6B
$73.5M ﹤0.01%
867,962
+81,088
CHRW icon
984
C.H. Robinson
CHRW
$20.8B
$73.4M ﹤0.01%
456,868
-288,583
TIP icon
985
iShares TIPS Bond ETF
TIP
$14.1B
$73.4M ﹤0.01%
667,995
-487,551
LRGF icon
986
iShares US Equity Factor ETF
LRGF
$3.12B
$72.6M ﹤0.01%
1,045,948
-28,556
CACI icon
987
CACI
CACI
$12.7B
$72.5M ﹤0.01%
136,044
+23,899
SPAB icon
988
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.21B
$72.4M ﹤0.01%
2,813,584
+603,390
CF icon
989
CF Industries
CF
$14.8B
$72.4M ﹤0.01%
936,737
-210,498
WSO icon
990
Watsco Inc
WSO
$17B
$72.4M ﹤0.01%
214,802
-100,823
CIGI icon
991
Colliers International
CIGI
$5.78B
$72.3M ﹤0.01%
491,724
+147,559
FICO icon
992
Fair Isaac
FICO
$31.9B
$72M ﹤0.01%
42,583
-75,756
CMA
993
DELISTED
Comerica
CMA
$71.9M ﹤0.01%
827,544
-555,222
KWR icon
994
Quaker Houghton
KWR
$3.11B
$71.9M ﹤0.01%
523,347
-130,898
VT icon
995
Vanguard Total World Stock ETF
VT
$63.7B
$71.8M ﹤0.01%
509,119
-28,916
TERN icon
996
Terns Pharmaceuticals
TERN
$4.11B
$71.6M ﹤0.01%
1,773,026
+1,090,318
ZBH icon
997
Zimmer Biomet
ZBH
$19.1B
$71.3M ﹤0.01%
793,359
-95,997
BOND icon
998
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.34B
$71.3M ﹤0.01%
765,938
+57,091
KT icon
999
KT
KT
$11.4B
$71.1M ﹤0.01%
3,747,685
+2,306,073
RUSHA icon
1000
Rush Enterprises Class A
RUSHA
$5.52B
$70.7M ﹤0.01%
1,310,888
-141,398