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
NFG icon
1376
National Fuel Gas
NFG
$8.3B
$35.1M ﹤0.01%
438,045
+10,825
LVS icon
1377
Las Vegas Sands
LVS
$38.4B
$35M ﹤0.01%
537,412
-501,787
OGE icon
1378
OGE Energy
OGE
$9.68B
$35M ﹤0.01%
818,871
-273,790
INGR icon
1379
Ingredion
INGR
$7.45B
$35M ﹤0.01%
317,058
-76,865
AHL
1380
Aspen Insurance
AHL
$3.43B
$35M ﹤0.01%
942,103
+378,381
GNR icon
1381
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.67B
$34.9M ﹤0.01%
562,118
+14,940
BF.B icon
1382
Brown-Forman Class B
BF.B
$13.9B
$34.9M ﹤0.01%
1,339,356
+151,877
BHP icon
1383
BHP
BHP
$186B
$34.9M ﹤0.01%
578,034
+292,980
CRL icon
1384
Charles River Laboratories
CRL
$7.94B
$34.9M ﹤0.01%
174,768
-142,411
TFII icon
1385
TFI International
TFII
$9.9B
$34.6M ﹤0.01%
335,268
-7,621
CART icon
1386
Maplebear
CART
$9.53B
$34.6M ﹤0.01%
768,196
-560,772
IAUM icon
1387
iShares Gold Trust Micro
IAUM
$7.73B
$34.4M ﹤0.01%
800,807
-55,880
VERX icon
1388
Vertex
VERX
$2.03B
$34.3M ﹤0.01%
1,719,576
-74,494
OTEX icon
1389
Open Text
OTEX
$6.16B
$34.3M ﹤0.01%
1,052,214
-93,853
GTX icon
1390
Garrett Motion
GTX
$4.13B
$34.2M ﹤0.01%
1,963,164
+257,680
CAE icon
1391
CAE Inc
CAE
$9.72B
$34.2M ﹤0.01%
1,124,546
-103,469
VC icon
1392
Visteon
VC
$2.86B
$34.2M ﹤0.01%
359,224
-12,017
TOL icon
1393
Toll Brothers
TOL
$15.7B
$34.1M ﹤0.01%
252,078
-323,756
MHO icon
1394
M/I Homes
MHO
$3.91B
$34M ﹤0.01%
265,578
-1,004
ESLT icon
1395
Elbit Systems
ESLT
$31.4B
$33.9M ﹤0.01%
58,738
-24,949
TTC icon
1396
Toro Company
TTC
$9.76B
$33.9M ﹤0.01%
430,841
-966,371
OTTR icon
1397
Otter Tail
OTTR
$3.69B
$33.9M ﹤0.01%
418,928
-186,576
VIPS icon
1398
Vipshop
VIPS
$8.65B
$33.8M ﹤0.01%
1,909,922
+10,054
QQQM icon
1399
Invesco NASDAQ 100 ETF
QQQM
$70.7B
$33.7M ﹤0.01%
133,225
+50,933
RVMD icon
1400
Revolution Medicines
RVMD
$18.6B
$33.6M ﹤0.01%
421,627
-2,076,700