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
WWW icon
1351
Wolverine World Wide
WWW
$1.44B
$36.4M ﹤0.01%
2,006,578
+59,304
HAS icon
1352
Hasbro
HAS
$14.4B
$36.4M ﹤0.01%
444,117
-300,153
IJS icon
1353
iShares S&P Small-Cap 600 Value ETF
IJS
$7.71B
$36.4M ﹤0.01%
319,942
+13,951
DKS icon
1354
Dick's Sporting Goods
DKS
$18.1B
$36.2M ﹤0.01%
182,955
-55,285
IDA icon
1355
Idacorp
IDA
$7.8B
$36.2M ﹤0.01%
285,850
-18,419
MIAX
1356
Miami International Holdings
MIAX
$3.77B
$36.1M ﹤0.01%
814,340
+2,629
BP icon
1357
BP
BP
$96.5B
$36.1M ﹤0.01%
1,039,546
-98,101
HLNE icon
1358
Hamilton Lane
HLNE
$5.39B
$35.9M ﹤0.01%
267,355
-162,638
KWEB icon
1359
KraneShares CSI China Internet ETF
KWEB
$7.92B
$35.9M ﹤0.01%
1,054,554
+370,158
LBRX
1360
LB Pharmaceuticals
LBRX
$590M
$35.9M ﹤0.01%
1,611,482
+578,879
CR icon
1361
Crane Co
CR
$11.5B
$35.8M ﹤0.01%
194,263
+10,476
SLG icon
1362
SL Green Realty
SLG
$2.89B
$35.8M ﹤0.01%
779,727
+51,821
NTES icon
1363
NetEase
NTES
$76.4B
$35.6M ﹤0.01%
258,790
+174,552
URBN icon
1364
Urban Outfitters
URBN
$6.29B
$35.6M ﹤0.01%
472,707
+2,125
SEIC icon
1365
SEI Investments
SEIC
$9.61B
$35.6M ﹤0.01%
433,470
+52,336
SPHY icon
1366
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.9B
$35.5M ﹤0.01%
1,500,695
+211,146
TPL icon
1367
Texas Pacific Land
TPL
$29.8B
$35.5M ﹤0.01%
123,647
-28,594
BBU
1368
Brookfield Business Partners
BBU
$2.99B
$35.5M ﹤0.01%
1,013,814
+690,915
MTN icon
1369
Vail Resorts
MTN
$4.81B
$35.4M ﹤0.01%
266,498
-83,586
TXNM
1370
TXNM Energy Inc
TXNM
$6.46B
$35.4M ﹤0.01%
600,813
-194,686
GPN icon
1371
Global Payments
GPN
$19.2B
$35.4M ﹤0.01%
456,784
+5,806
BXSL icon
1372
Blackstone Secured Lending
BXSL
$5.69B
$35.2M ﹤0.01%
1,335,943
-17,148
SCHV icon
1373
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$35.1M ﹤0.01%
1,185,247
+71,834
NTB icon
1374
Bank of N.T. Butterfield & Son
NTB
$2.17B
$35.1M ﹤0.01%
704,254
+10,967
NAMS icon
1375
NewAmsterdam Pharma
NAMS
$3.93B
$35.1M ﹤0.01%
999,976
-302,522