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
AGI icon
1451
Alamos Gold
AGI
$19B
$30.2M ﹤0.01%
783,735
-356,146
ALH
1452
Alliance Laundry Holdings
ALH
$4.74B
$30.2M ﹤0.01%
+1,481,765
SFNC icon
1453
Simmons First National
SFNC
$3.09B
$30.1M ﹤0.01%
1,595,939
+587,082
CNO icon
1454
CNO Financial Group
CNO
$4.07B
$30M ﹤0.01%
707,183
-175,329
RGTI icon
1455
Rigetti Computing
RGTI
$5.31B
$30M ﹤0.01%
1,355,524
+186,284
LOPE icon
1456
Grand Canyon Education
LOPE
$4.51B
$30M ﹤0.01%
180,503
-10,897
MRNA icon
1457
Moderna
MRNA
$16.5B
$29.9M ﹤0.01%
1,013,884
-373,157
GHC icon
1458
Graham Holdings Company
GHC
$4.61B
$29.9M ﹤0.01%
27,173
+2,556
PI icon
1459
Impinj
PI
$3.66B
$29.8M ﹤0.01%
171,094
+95,929
NCNO icon
1460
nCino
NCNO
$1.85B
$29.7M ﹤0.01%
1,158,744
+111,963
APLD icon
1461
Applied Digital
APLD
$9.86B
$29.6M ﹤0.01%
1,209,201
+244,069
SUNC
1462
SunocoCorp LLC
SUNC
$2.84B
$29.6M ﹤0.01%
+600,452
IVZ icon
1463
Invesco
IVZ
$11.8B
$29.5M ﹤0.01%
1,123,830
-247,847
MOG.A icon
1464
Moog Inc Class A
MOG.A
$10.3B
$29.4M ﹤0.01%
120,907
-27,138
FLR icon
1465
Fluor
FLR
$7.33B
$29.4M ﹤0.01%
742,573
-225,120
HALO icon
1466
Halozyme
HALO
$9.34B
$29.2M ﹤0.01%
434,537
-333,303
FIGR
1467
Figure Technology Solutions
FIGR
$7.61B
$29.2M ﹤0.01%
715,137
+288,165
DBJP icon
1468
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$593M
$29.1M ﹤0.01%
306,956
-3,821
CORT icon
1469
Corcept Therapeutics
CORT
$4.2B
$29M ﹤0.01%
834,449
-15,415
QCRH icon
1470
QCR Holdings
QCRH
$1.54B
$29M ﹤0.01%
348,018
-10,777
OVV icon
1471
Ovintiv
OVV
$13.3B
$28.9M ﹤0.01%
738,014
-129,857
VPL icon
1472
Vanguard FTSE Pacific ETF
VPL
$9.6B
$28.9M ﹤0.01%
319,841
+22,120
USXF icon
1473
iShares ESG Advanced MSCI USA ETF
USXF
$1.23B
$28.8M ﹤0.01%
500,953
+1,513
CGGO icon
1474
Capital Group Global Growth Equity ETF
CGGO
$9.01B
$28.8M ﹤0.01%
830,059
+311,303
ACLS icon
1475
Axcelis
ACLS
$2.9B
$28.7M ﹤0.01%
357,502
+140,108