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
BLLN
1426
BillionToOne Inc
BLLN
$4.06B
$32.1M ﹤0.01%
+391,958
FTEC icon
1427
Fidelity MSCI Information Technology Index ETF
FTEC
$15.8B
$32M ﹤0.01%
142,604
-732
ALSN icon
1428
Allison Transmission
ALSN
$9.8B
$32M ﹤0.01%
326,470
-51,269
MKL icon
1429
Markel Group
MKL
$26B
$31.9M ﹤0.01%
14,858
-1,866
ARX
1430
Accelerant Holdings
ARX
$2.37B
$31.9M ﹤0.01%
1,952,996
+342,133
GATX icon
1431
GATX Corp
GATX
$6.85B
$31.9M ﹤0.01%
188,008
-17,890
CUBI icon
1432
Customers Bancorp
CUBI
$2.49B
$31.8M ﹤0.01%
435,448
+7,038
BWIN
1433
Baldwin Insurance Group
BWIN
$1.96B
$31.8M ﹤0.01%
1,323,032
-191,083
BOOT icon
1434
Boot Barn
BOOT
$5.72B
$31.7M ﹤0.01%
179,529
+52,207
QRVO icon
1435
Qorvo
QRVO
$7.83B
$31.6M ﹤0.01%
374,139
+60,983
ASHR icon
1436
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.8B
$31.6M ﹤0.01%
962,489
-1,213,922
DEM icon
1437
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.61B
$31.5M ﹤0.01%
675,064
+17,267
MCHI icon
1438
iShares MSCI China ETF
MCHI
$7.63B
$31.5M ﹤0.01%
524,650
-2,578,067
VRDN icon
1439
Viridian Therapeutics
VRDN
$2.66B
$31.4M ﹤0.01%
1,010,260
+701,127
REZI icon
1440
Resideo Technologies
REZI
$5.36B
$31.4M ﹤0.01%
893,684
-284,085
ESTC icon
1441
Elastic
ESTC
$6.49B
$31.3M ﹤0.01%
414,980
-142
TAP icon
1442
Molson Coors Class B
TAP
$10.5B
$31.1M ﹤0.01%
667,056
-972,689
AR icon
1443
Antero Resources
AR
$10.7B
$31.1M ﹤0.01%
901,233
+189,367
VNO icon
1444
Vornado Realty Trust
VNO
$5.7B
$31M ﹤0.01%
932,708
-2,041,243
NGL icon
1445
NGL Energy Partners
NGL
$1.49B
$30.7M ﹤0.01%
3,069,571
+28,659
ALEX
1446
Alexander & Baldwin
ALEX
$1.51B
$30.5M ﹤0.01%
1,477,402
-6,374
BOTZ icon
1447
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.45B
$30.5M ﹤0.01%
841,372
-40,767
BKH icon
1448
Black Hills Corp
BKH
$5.59B
$30.4M ﹤0.01%
437,371
-180,760
TXRH icon
1449
Texas Roadhouse
TXRH
$12B
$30.3M ﹤0.01%
182,590
-16,167
DGII icon
1450
Digi International
DGII
$1.82B
$30.3M ﹤0.01%
699,908
+81,506