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
RAL
1776
Ralliant Corp
RAL
$4.98B
$17.7M ﹤0.01%
348,589
-8,099
BBIB icon
1777
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF
BBIB
$26M
$17.7M ﹤0.01%
178,459
+8,227
MAX icon
1778
MediaAlpha
MAX
$408M
$17.7M ﹤0.01%
1,367,896
+309,455
ABG icon
1779
Asbury Automotive
ABG
$4.46B
$17.7M ﹤0.01%
75,993
-14,320
FLTW icon
1780
Franklin FTSE Taiwan ETF
FLTW
$769M
$17.7M ﹤0.01%
290,149
+39,089
OMCL icon
1781
Omnicell
OMCL
$1.64B
$17.7M ﹤0.01%
389,662
-125,690
TAN icon
1782
Invesco Solar ETF
TAN
$1.48B
$17.6M ﹤0.01%
359,238
+300,669
CGDV icon
1783
Capital Group Dividend Value ETF
CGDV
$29.4B
$17.6M ﹤0.01%
403,934
+121,831
SKYY icon
1784
First Trust Cloud Computing ETF
SKYY
$2.53B
$17.6M ﹤0.01%
135,471
+1,465
AAL icon
1785
American Airlines Group
AAL
$9.16B
$17.6M ﹤0.01%
1,149,463
-149,191
VSS icon
1786
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$17.6M ﹤0.01%
122,566
+3,075
ORA icon
1787
Ormat Technologies
ORA
$7.18B
$17.6M ﹤0.01%
158,957
-350,211
SUZ icon
1788
Suzano
SUZ
$13.8B
$17.6M ﹤0.01%
1,879,587
+1,435,994
LBRT icon
1789
Liberty Energy
LBRT
$4.2B
$17.6M ﹤0.01%
950,842
-925,601
CWEN icon
1790
Clearway Energy Class C
CWEN
$4.87B
$17.5M ﹤0.01%
527,022
-143,257
EWS icon
1791
iShares MSCI Singapore ETF
EWS
$776M
$17.5M ﹤0.01%
636,020
-30,125
FORM icon
1792
FormFactor
FORM
$7.5B
$17.5M ﹤0.01%
313,161
+41,626
MICC
1793
The Magnum Ice Cream Company N.V.
MICC
$10.3B
$17.4M ﹤0.01%
+1,100,356
BILL icon
1794
BILL Holdings
BILL
$4.65B
$17.3M ﹤0.01%
316,656
-27,692
BEAM icon
1795
Beam Therapeutics
BEAM
$2.83B
$17.2M ﹤0.01%
619,241
+77,938
CMRE icon
1796
Costamare
CMRE
$2.04B
$17.2M ﹤0.01%
1,086,944
-74,464
CNR
1797
Core Natural Resources Inc
CNR
$4.67B
$17.1M ﹤0.01%
193,479
-458,900
ECH icon
1798
iShares MSCI Chile ETF
ECH
$1.27B
$17.1M ﹤0.01%
423,742
-565,150
DFIN icon
1799
Donnelley Financial Solutions
DFIN
$1.04B
$17.1M ﹤0.01%
366,378
+8,078
OUNZ icon
1800
VanEck Merk Gold Trust
OUNZ
$3.02B
$17.1M ﹤0.01%
412,322
+87,499