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
ICLN icon
1626
iShares Global Clean Energy ETF
ICLN
$2.11B
$22.8M ﹤0.01%
1,388,877
+292,435
RIG icon
1627
Transocean
RIG
$7.21B
$22.8M ﹤0.01%
5,509,256
+1,004,938
FRME icon
1628
First Merchants
FRME
$2.65B
$22.7M ﹤0.01%
605,427
-86,138
ANGI icon
1629
Angi Inc
ANGI
$325M
$22.6M ﹤0.01%
1,748,334
+361,274
SAFT icon
1630
Safety Insurance
SAFT
$1.18B
$22.6M ﹤0.01%
290,039
-17,292
HIW icon
1631
Highwoods Properties
HIW
$2.54B
$22.6M ﹤0.01%
873,528
+101,202
ITM icon
1632
VanEck Intermediate Muni ETF
ITM
$2.21B
$22.5M ﹤0.01%
476,529
-3,371
PARR icon
1633
Par Pacific Holdings
PARR
$2.16B
$22.5M ﹤0.01%
639,406
+73,634
MTDR icon
1634
Matador Resources
MTDR
$5.94B
$22.5M ﹤0.01%
529,045
-861,225
RITM icon
1635
Rithm Capital
RITM
$5.88B
$22.4M ﹤0.01%
2,059,281
+522,300
ADNT icon
1636
Adient
ADNT
$2.12B
$22.4M ﹤0.01%
1,169,187
-153,824
EVMN
1637
Evommune Inc
EVMN
$995M
$22.4M ﹤0.01%
+1,308,901
TAFI icon
1638
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.13B
$22.4M ﹤0.01%
888,222
+140,114
QQMG icon
1639
Invesco ESG NASDAQ 100 ETF
QQMG
$174M
$22.4M ﹤0.01%
+527,934
SPLV icon
1640
Invesco S&P 500 Low Volatility ETF
SPLV
$7.81B
$22.4M ﹤0.01%
312,992
-12,595
FLCB icon
1641
Franklin US Core Bond ETF
FLCB
$2.89B
$22.3M ﹤0.01%
1,031,774
+40,388
TNK icon
1642
Teekay Tankers
TNK
$2.44B
$22.3M ﹤0.01%
417,483
+24,124
PR icon
1643
Permian Resources
PR
$12.9B
$22.2M ﹤0.01%
1,580,181
-1,246,111
BTU icon
1644
Peabody Energy
BTU
$4.19B
$22.1M ﹤0.01%
744,946
-758,860
MSM icon
1645
MSC Industrial Direct
MSM
$5.25B
$22.1M ﹤0.01%
262,869
-25,620
CAG icon
1646
Conagra Brands
CAG
$9.45B
$22.1M ﹤0.01%
1,275,810
-1,745,668
SPTS icon
1647
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.54B
$22.1M ﹤0.01%
753,390
+152,816
NPO icon
1648
Enpro
NPO
$5.74B
$22M ﹤0.01%
102,953
+12,714
SWK icon
1649
Stanley Black & Decker
SWK
$14.1B
$22M ﹤0.01%
296,418
-87,045
ABM icon
1650
ABM Industries
ABM
$2.68B
$21.9M ﹤0.01%
518,825
-206,178