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
TEX icon
1751
Terex
TEX
$7.86B
$18.6M ﹤0.01%
348,321
-82,539
UBSI icon
1752
United Bankshares
UBSI
$6.15B
$18.6M ﹤0.01%
483,081
-299,211
CHDN icon
1753
Churchill Downs
CHDN
$6.22B
$18.5M ﹤0.01%
162,996
-56,838
BCC icon
1754
Boise Cascade
BCC
$3.2B
$18.5M ﹤0.01%
251,228
-96,073
PFS icon
1755
Provident Financial Services
PFS
$3B
$18.5M ﹤0.01%
935,887
-160,846
MUR icon
1756
Murphy Oil
MUR
$4.8B
$18.4M ﹤0.01%
589,635
-54,550
GLP icon
1757
Global Partners
GLP
$1.65B
$18.4M ﹤0.01%
440,167
+50,890
DBRG icon
1758
DigitalBridge
DBRG
$2.82B
$18.4M ﹤0.01%
1,199,140
+701,390
PHIN icon
1759
Phinia Inc
PHIN
$2.87B
$18.3M ﹤0.01%
292,671
-66,758
RNG icon
1760
RingCentral
RNG
$2.59B
$18.3M ﹤0.01%
634,975
+79,051
MGRC icon
1761
McGrath RentCorp
MGRC
$2.9B
$18.3M ﹤0.01%
174,680
+16,654
DBC icon
1762
Invesco DB Commodity Index Tracking Fund
DBC
$1.34B
$18.3M ﹤0.01%
817,253
+711,157
SLM icon
1763
SLM Corp
SLM
$4.79B
$18.2M ﹤0.01%
672,048
-119,521
BAC.PRL icon
1764
Bank of America Series L
BAC.PRL
$3.86B
$18.1M ﹤0.01%
14,477
+670
SCHM icon
1765
Schwab US Mid-Cap ETF
SCHM
$13.3B
$18.1M ﹤0.01%
602,017
+39,250
IHE icon
1766
iShares US Pharmaceuticals ETF
IHE
$1.03B
$18.1M ﹤0.01%
212,805
+100,426
BIP icon
1767
Brookfield Infrastructure Partners
BIP
$18B
$18M ﹤0.01%
518,495
+13,312
KNX icon
1768
Knight Transportation
KNX
$9.67B
$18M ﹤0.01%
344,069
-968,405
UPST icon
1769
Upstart Holdings
UPST
$3.01B
$18M ﹤0.01%
410,608
-141,115
PB icon
1770
Prosperity Bancshares
PB
$7.08B
$17.9M ﹤0.01%
259,593
+602
CALY
1771
Callaway Golf Company
CALY
$2.32B
$17.9M ﹤0.01%
1,537,013
+630,835
WAL icon
1772
Western Alliance Bancorporation
WAL
$10.2B
$17.9M ﹤0.01%
213,087
-31,902
XHE icon
1773
State Street SPDR S&P Health Care Equipment ETF
XHE
$143M
$17.8M ﹤0.01%
201,947
+199,882
PGNY icon
1774
Progyny
PGNY
$1.78B
$17.8M ﹤0.01%
692,619
-196,102
BC icon
1775
Brunswick
BC
$5.66B
$17.8M ﹤0.01%
239,317
-770,062