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
DBEF icon
1676
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.72B
$21M ﹤0.01%
436,134
-118,605
FCBD
1677
Frontier Asset Core Bond ETF
FCBD
$44.8M
$21M ﹤0.01%
822,893
+31,221
BDC icon
1678
Belden
BDC
$5.88B
$20.9M ﹤0.01%
179,727
-33,003
DFIC icon
1679
Dimensional International Core Equity 2 ETF
DFIC
$13.3B
$20.9M ﹤0.01%
607,334
+12,264
GSY icon
1680
Invesco Ultra Short Duration ETF
GSY
$3.28B
$20.9M ﹤0.01%
414,974
+17,847
PNFP icon
1681
Pinnacle Financial Partners Inc
PNFP
$14.4B
$20.9M ﹤0.01%
218,535
+45,851
CSGS icon
1682
CSG Systems International
CSGS
$2.26B
$20.8M ﹤0.01%
271,563
+126,565
FCPT icon
1683
Four Corners Property Trust
FCPT
$2.67B
$20.8M ﹤0.01%
902,582
+290,800
CIFR icon
1684
Cipher Mining
CIFR
$6.49B
$20.8M ﹤0.01%
1,408,295
-1,122,878
MTRN icon
1685
Materion
MTRN
$3.31B
$20.7M ﹤0.01%
166,719
-23,907
BCO icon
1686
Brink's
BCO
$5.43B
$20.7M ﹤0.01%
177,359
-29,378
HAE icon
1687
Haemonetics
HAE
$2.68B
$20.6M ﹤0.01%
256,553
-22,425
LEGN icon
1688
Legend Biotech
LEGN
$3.25B
$20.6M ﹤0.01%
945,694
+636,090
IAT icon
1689
iShares US Regional Banks ETF
IAT
$629M
$20.5M ﹤0.01%
372,092
-3,712
SON icon
1690
Sonoco
SON
$5.1B
$20.5M ﹤0.01%
470,160
-15,689
TPC
1691
Tutor Perini Cor
TPC
$4.36B
$20.5M ﹤0.01%
305,899
-100,647
CROX icon
1692
Crocs
CROX
$4.87B
$20.5M ﹤0.01%
239,634
+20,526
LAUR icon
1693
Laureate Education
LAUR
$5.12B
$20.5M ﹤0.01%
607,945
-305,603
IBP icon
1694
Installed Building Products
IBP
$9.28B
$20.4M ﹤0.01%
78,715
+18,354
WFRD icon
1695
Weatherford International
WFRD
$7.27B
$20.4M ﹤0.01%
260,848
-38,970
SR icon
1696
Spire
SR
$5.43B
$20.3M ﹤0.01%
245,914
-108,060
IVOO icon
1697
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.23B
$20.3M ﹤0.01%
181,585
+5,979
TSLX icon
1698
Sixth Street Specialty
TSLX
$1.82B
$20.3M ﹤0.01%
934,233
-59,502
ROIV icon
1699
Roivant Sciences
ROIV
$18.9B
$20.3M ﹤0.01%
934,533
-294,664
HTH icon
1700
Hilltop Holdings
HTH
$2.34B
$20.2M ﹤0.01%
595,621
+97,201