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
AUGO
1476
Aura Minerals Inc
AUGO
$6.04B
$28.7M ﹤0.01%
569,671
-158,557
SKE
1477
Skeena Resources
SKE
$4B
$28.7M ﹤0.01%
1,210,102
-257,762
ELF icon
1478
e.l.f. Beauty
ELF
$4.81B
$28.7M ﹤0.01%
377,424
-101,552
FNDF icon
1479
Schwab Fundamental International Large Company Index ETF
FNDF
$22.4B
$28.6M ﹤0.01%
632,632
+183,947
MSGS icon
1480
Madison Square Garden
MSGS
$7.02B
$28.5M ﹤0.01%
110,368
-7,537
CRSP icon
1481
CRISPR Therapeutics
CRSP
$5.09B
$28.5M ﹤0.01%
542,954
-50,462
CZR icon
1482
Caesars Entertainment
CZR
$3.7B
$28.5M ﹤0.01%
1,216,869
+143,743
INTF icon
1483
iShares International Equity Factor ETF
INTF
$3.24B
$28.4M ﹤0.01%
752,700
-29,990
FWRG icon
1484
First Watch Restaurant Group
FWRG
$938M
$28.4M ﹤0.01%
1,882,671
-94,597
GFF icon
1485
Griffon
GFF
$4.36B
$28.3M ﹤0.01%
384,890
-42,784
WBS icon
1486
Webster Financial
WBS
$11.5B
$28.3M ﹤0.01%
449,956
-69,309
SMTC icon
1487
Semtech
SMTC
$8.06B
$28.3M ﹤0.01%
383,681
-466,088
SIGI icon
1488
Selective Insurance
SIGI
$5.19B
$28.3M ﹤0.01%
337,740
-103,085
FLQL icon
1489
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.8B
$28.2M ﹤0.01%
407,430
+29,129
CHWY icon
1490
Chewy
CHWY
$10.1B
$28.2M ﹤0.01%
853,900
+212,720
FLCE
1491
Frontier Asset U.S. Large Cap Equity ETF
FLCE
$60.8M
$28.2M ﹤0.01%
986,118
-25,588
UCON icon
1492
First Trust Smith Unconstrained Bond ETF
UCON
$3.24B
$28.1M ﹤0.01%
1,116,794
-525,732
IGV icon
1493
iShares Expanded Tech-Software Sector ETF
IGV
$5.97B
$28.1M ﹤0.01%
265,918
-2,467,268
BGC icon
1494
BGC Group
BGC
$4.35B
$28.1M ﹤0.01%
3,144,590
-323,837
FGSM
1495
Frontier Asset Global Small Cap Equity ETF
FGSM
$65.4M
$28M ﹤0.01%
931,456
-42,092
MLCO icon
1496
Melco Resorts & Entertainment
MLCO
$2.16B
$28M ﹤0.01%
3,703,029
-3,010,259
TFI icon
1497
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.04B
$28M ﹤0.01%
613,049
-32,938
CADE
1498
DELISTED
Cadence Bank
CADE
$28M ﹤0.01%
653,615
-29,246
PCOR icon
1499
Procore
PCOR
$8.14B
$28M ﹤0.01%
384,827
+87,986
PRI icon
1500
Primerica
PRI
$7.98B
$27.9M ﹤0.01%
107,935
-24,723