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
GPI icon
1576
Group 1 Automotive
GPI
$4.02B
$24.6M ﹤0.01%
62,550
-122,182
BULL
1577
Webull Corp
BULL
$3.02B
$24.5M ﹤0.01%
3,159,402
+3,155,902
CHKP icon
1578
Check Point Software Technologies
CHKP
$18.4B
$24.5M ﹤0.01%
132,019
-42,338
DOL icon
1579
WisdomTree True Developed International Fund
DOL
$785M
$24.5M ﹤0.01%
371,573
+2,983
MGY icon
1580
Magnolia Oil & Gas
MGY
$4.84B
$24.4M ﹤0.01%
1,114,379
+255,407
SPH icon
1581
Suburban Propane Partners
SPH
$1.34B
$24.4M ﹤0.01%
1,314,268
+61,818
CGON icon
1582
CG Oncology
CGON
$4.26B
$24.4M ﹤0.01%
586,829
+358,950
JHG icon
1583
Janus Henderson
JHG
$7.33B
$24.3M ﹤0.01%
511,805
-242,396
GLOB icon
1584
Globant
GLOB
$2.18B
$24.3M ﹤0.01%
372,320
-964,236
PAM icon
1585
Pampa Energía
PAM
$4.38B
$24.3M ﹤0.01%
274,758
+46,719
BELFB
1586
Bel Fuse Inc Class B
BELFB
$2.95B
$24.3M ﹤0.01%
143,361
+133,446
CHRD icon
1587
Chord Energy
CHRD
$5.8B
$24.3M ﹤0.01%
261,724
+18,800
EBC icon
1588
Eastern Bankshares
EBC
$4.75B
$24.2M ﹤0.01%
1,314,956
-78,967
WSBC icon
1589
WesBanco
WSBC
$3.52B
$24.2M ﹤0.01%
727,949
+124,021
TNL icon
1590
Travel + Leisure Co
TNL
$4.56B
$24.1M ﹤0.01%
342,223
-12,375
NNI icon
1591
Nelnet
NNI
$4.66B
$24.1M ﹤0.01%
181,523
-3,506
SKYW icon
1592
Skywest
SKYW
$4.18B
$24.1M ﹤0.01%
240,245
-58,010
ARHS icon
1593
Arhaus
ARHS
$1.3B
$24.1M ﹤0.01%
2,145,449
-107,311
PCH
1594
DELISTED
PotlatchDeltic
PCH
$24M ﹤0.01%
604,514
-392,717
IWX icon
1595
iShares Russell Top 200 Value ETF
IWX
$3.76B
$24M ﹤0.01%
261,280
+343
CASH icon
1596
Pathward Financial
CASH
$2.01B
$24M ﹤0.01%
338,026
-54,764
LIVN icon
1597
LivaNova
LIVN
$3.59B
$24M ﹤0.01%
389,759
+58,582
ZION icon
1598
Zions Bancorporation
ZION
$9.05B
$24M ﹤0.01%
409,382
+48,782
EPOL icon
1599
iShares MSCI Poland ETF
EPOL
$606M
$23.9M ﹤0.01%
680,399
+386,497
CEF icon
1600
Sprott Physical Gold and Silver Trust
CEF
$9.74B
$23.9M ﹤0.01%
521,489
-7,265