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
VRE
1701
Veris Residential
VRE
$1.55B
$20.2M ﹤0.01%
1,356,397
-1,018,043
ACWV icon
1702
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.48B
$20.2M ﹤0.01%
169,870
-15,623
UAN icon
1703
CVR Partners
UAN
$1.15B
$20.1M ﹤0.01%
196,556
+3,490
VSCO icon
1704
Victoria's Secret
VSCO
$4.7B
$20.1M ﹤0.01%
371,140
-83,502
LLYVA icon
1705
Liberty Live Group Series A
LLYVA
$8.34B
$20M ﹤0.01%
244,931
-106,489
HTBK icon
1706
Heritage Commerce
HTBK
$819M
$19.9M ﹤0.01%
1,652,912
-230,793
CHH icon
1707
Choice Hotels
CHH
$5.09B
$19.8M ﹤0.01%
208,299
-144,123
OSK icon
1708
Oshkosh
OSK
$10.8B
$19.7M ﹤0.01%
156,813
-18,880
FEGE
1709
First Eagle Global Equity ETF
FEGE
$1.29B
$19.7M ﹤0.01%
427,656
-1,546
AGNC icon
1710
AGNC Investment
AGNC
$12.6B
$19.7M ﹤0.01%
1,834,748
+405,167
EFSC icon
1711
Enterprise Financial Services Corp
EFSC
$2.25B
$19.6M ﹤0.01%
363,088
-31,232
DIOD icon
1712
Diodes
DIOD
$3.26B
$19.6M ﹤0.01%
397,135
-67,294
AMR icon
1713
Alpha Metallurgical Resources
AMR
$2.39B
$19.6M ﹤0.01%
98,018
+6,286
JBBB icon
1714
Janus Henderson B-BBB CLO ETF
JBBB
$1.16B
$19.6M ﹤0.01%
410,556
+307,238
SSRM icon
1715
SSR Mining
SSRM
$5.71B
$19.6M ﹤0.01%
892,889
+283,368
RING icon
1716
iShares MSCI Global Gold Miners ETF
RING
$3.65B
$19.5M ﹤0.01%
265,137
+23,361
TDC icon
1717
Teradata
TDC
$3.13B
$19.5M ﹤0.01%
641,213
-62,466
EAT icon
1718
Brinker International
EAT
$7.01B
$19.5M ﹤0.01%
135,671
-32,796
HEWJ icon
1719
iShares Currency Hedged MSCI Japan ETF
HEWJ
$570M
$19.5M ﹤0.01%
369,431
+214,312
WLY icon
1720
John Wiley & Sons Class A
WLY
$1.55B
$19.5M ﹤0.01%
635,113
-14,908
PATK icon
1721
Patrick Industries
PATK
$4.76B
$19.4M ﹤0.01%
178,799
+32,053
JD icon
1722
JD.com
JD
$38.5B
$19.4M ﹤0.01%
674,577
+21,645
ANIP icon
1723
ANI Pharmaceuticals
ANIP
$1.74B
$19.3M ﹤0.01%
244,670
+115,574
AS icon
1724
Amer Sports
AS
$22.1B
$19.3M ﹤0.01%
516,064
-168,719
DKL icon
1725
Delek Logistics
DKL
$2.94B
$19.3M ﹤0.01%
431,845
+4,879