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
MTH icon
1651
Meritage Homes
MTH
$5.49B
$21.9M ﹤0.01%
332,930
-89,822
VCYT icon
1652
Veracyte
VCYT
$2.83B
$21.9M ﹤0.01%
520,129
+1,279
CURB
1653
Curbline Properties
CURB
$2.76B
$21.9M ﹤0.01%
942,592
+126,327
FVD icon
1654
First Trust Value Line Dividend Fund
FVD
$8.78B
$21.8M ﹤0.01%
473,342
-2,300,375
OKLO
1655
Oklo
OKLO
$10.3B
$21.8M ﹤0.01%
303,692
-728,032
PATH icon
1656
UiPath
PATH
$6.05B
$21.7M ﹤0.01%
1,324,440
-197,339
SITE icon
1657
SiteOne Landscape Supply
SITE
$6.97B
$21.7M ﹤0.01%
173,881
-69,598
ALV icon
1658
Autoliv
ALV
$9.34B
$21.6M ﹤0.01%
181,585
+1,377
COLB icon
1659
Columbia Banking Systems
COLB
$9.3B
$21.6M ﹤0.01%
771,088
-6,764,920
MLPX icon
1660
Global X MLP & Energy Infrastructure ETF
MLPX
$3.04B
$21.5M ﹤0.01%
355,326
+5,555
DFCF icon
1661
Dimensional Core Fixed Income ETF
DFCF
$9.41B
$21.5M ﹤0.01%
504,157
+55,368
IWY icon
1662
iShares Russell Top 200 Growth ETF
IWY
$15.4B
$21.4M ﹤0.01%
77,312
+6,113
COKE icon
1663
Coca-Cola Consolidated
COKE
$10.8B
$21.4M ﹤0.01%
139,292
-105,513
KSPI icon
1664
Kaspi.kz JSC
KSPI
$14B
$21.3M ﹤0.01%
273,236
-200,023
AVDE icon
1665
Avantis International Equity ETF
AVDE
$13.9B
$21.3M ﹤0.01%
259,266
+48,260
DFAE icon
1666
Dimensional Emerging Core Equity Market ETF
DFAE
$8.44B
$21.3M ﹤0.01%
653,290
+75,563
VONE icon
1667
Vanguard Russell 1000 ETF
VONE
$7.21B
$21.3M ﹤0.01%
68,821
+17,130
VNET
1668
VNET Group
VNET
$3.71B
$21.2M ﹤0.01%
2,502,622
+2,367,410
GRFS icon
1669
Grifois
GRFS
$6.34B
$21.1M ﹤0.01%
2,256,360
-231,934
CRWV
1670
CoreWeave Inc
CRWV
$50.1B
$21.1M ﹤0.01%
294,482
-1,820,529
KN icon
1671
Knowles
KN
$2.32B
$21.1M ﹤0.01%
983,662
-167,215
FELG icon
1672
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.48B
$21M ﹤0.01%
504,152
+4,511
GGAL icon
1673
Galicia Financial Group
GGAL
$7.39B
$21M ﹤0.01%
389,725
-135,859
WIT icon
1674
Wipro
WIT
$24.5B
$21M ﹤0.01%
7,391,444
+294,576
SLRC icon
1675
SLR Investment Corp
SLRC
$818M
$21M ﹤0.01%
1,357,679
+15,264