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
NWG icon
1601
NatWest
NWG
$64.1B
$23.9M ﹤0.01%
1,363,283
-420,721
ACA icon
1602
Arcosa
ACA
$6.25B
$23.8M ﹤0.01%
223,814
-152,980
KBR icon
1603
KBR
KBR
$5.24B
$23.8M ﹤0.01%
591,870
+135,575
AWI icon
1604
Armstrong World Industries
AWI
$8.64B
$23.8M ﹤0.01%
124,417
+51,465
OFG icon
1605
OFG Bancorp
OFG
$1.81B
$23.8M ﹤0.01%
580,035
-28,537
AVNT icon
1606
Avient
AVNT
$3.91B
$23.6M ﹤0.01%
756,985
-111,098
OPCH icon
1607
Option Care Health
OPCH
$5.62B
$23.6M ﹤0.01%
740,848
-13,997
SHO icon
1608
Sunstone Hotel Investors
SHO
$1.75B
$23.5M ﹤0.01%
2,632,649
-1,283,187
ZURA icon
1609
Zura Bio
ZURA
$395M
$23.4M ﹤0.01%
4,472,756
-151,443
IOSP icon
1610
Innospec
IOSP
$2.15B
$23.4M ﹤0.01%
305,875
-15,107
HOMB icon
1611
Home BancShares
HOMB
$5.77B
$23.4M ﹤0.01%
841,720
-21,426
GDS icon
1612
GDS Holdings
GDS
$9.24B
$23.4M ﹤0.01%
669,548
-446,945
MDGL icon
1613
Madrigal Pharmaceuticals
MDGL
$10.6B
$23.3M ﹤0.01%
40,079
-7,745
HEQQ
1614
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$31.9M
$23.3M ﹤0.01%
400,000
IQLT icon
1615
iShares MSCI Intl Quality Factor ETF
IQLT
$12.6B
$23.3M ﹤0.01%
511,973
-3,343,748
DINO icon
1616
HF Sinclair
DINO
$10.8B
$23.2M ﹤0.01%
503,661
+28,008
EG icon
1617
Everest Group
EG
$13.8B
$23.1M ﹤0.01%
68,178
-15,980
IDCC icon
1618
InterDigital
IDCC
$9.63B
$23.1M ﹤0.01%
72,583
-182,804
VISN
1619
Vistance Networks Inc
VISN
$4.25B
$23.1M ﹤0.01%
1,274,016
+576,838
FINT
1620
Frontier Asset Total International Equity ETF
FINT
$66.2M
$23.1M ﹤0.01%
731,176
-32,759
MOS icon
1621
The Mosaic Company
MOS
$9.41B
$23.1M ﹤0.01%
957,205
-737,023
PII icon
1622
Polaris
PII
$3.7B
$23M ﹤0.01%
364,142
-90,394
KD icon
1623
Kyndryl
KD
$2.8B
$22.9M ﹤0.01%
861,845
+219,457
TTD icon
1624
Trade Desk
TTD
$12.5B
$22.9M ﹤0.01%
602,566
-5,722,285
DNOW icon
1625
DNOW Inc
DNOW
$3.05B
$22.9M ﹤0.01%
1,726,224
+305,945