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
DLN icon
1826
WisdomTree US LargeCap Dividend Fund
DLN
$5.86B
$16.4M ﹤0.01%
186,200
+21,546
LPX icon
1827
Louisiana-Pacific
LPX
$6.52B
$16.4M ﹤0.01%
203,067
-32,728
BIO icon
1828
Bio-Rad Laboratories Class A
BIO
$6.92B
$16.4M ﹤0.01%
54,119
-2,131
ATGE icon
1829
Adtalem Global Education
ATGE
$3.3B
$16.4M ﹤0.01%
158,066
-20,598
TKR icon
1830
Timken Company
TKR
$7.51B
$16.3M ﹤0.01%
194,137
+5,346
PRAX icon
1831
Praxis Precision Medicines
PRAX
$8.8B
$16.3M ﹤0.01%
55,300
+29,092
SYNA icon
1832
Synaptics
SYNA
$3.52B
$16.3M ﹤0.01%
220,038
-324,935
TAL icon
1833
TAL Education Group
TAL
$6.85B
$16.3M ﹤0.01%
1,490,068
-1,143,088
ILCB icon
1834
iShares Morningstar US Equity ETF
ILCB
$1.17B
$16.2M ﹤0.01%
172,044
+6,587
OZK icon
1835
Bank OZK
OZK
$5.46B
$16.2M ﹤0.01%
352,101
+66,225
DFLV icon
1836
Dimensional US Large Cap Value ETF
DFLV
$5.18B
$16.2M ﹤0.01%
472,868
+16,627
LEA icon
1837
Lear
LEA
$7.15B
$16.1M ﹤0.01%
140,545
+21,850
TSEM icon
1838
Tower Semiconductor
TSEM
$14.5B
$16.1M ﹤0.01%
136,876
+76,498
SRPT icon
1839
Sarepta Therapeutics
SRPT
$1.86B
$16M ﹤0.01%
743,988
+74,606
PXF icon
1840
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.59B
$16M ﹤0.01%
244,255
+129,346
CQQQ icon
1841
Invesco China Technology ETF
CQQQ
$3.01B
$16M ﹤0.01%
307,154
+157,038
VPU icon
1842
Vanguard Utilities ETF
VPU
$8.62B
$16M ﹤0.01%
86,240
+10,334
LMRI
1843
Lumexa Imaging Holdings
LMRI
$1.36B
$16M ﹤0.01%
+862,397
IVT icon
1844
InvenTrust Properties
IVT
$2.39B
$15.9M ﹤0.01%
565,064
+41,369
DAN icon
1845
Dana Inc
DAN
$3.75B
$15.9M ﹤0.01%
669,480
-459,067
CSR
1846
Centerspace
CSR
$1.06B
$15.9M ﹤0.01%
238,355
+13,772
CGMU icon
1847
Capital Group Municipal Income ETF
CGMU
$5.13B
$15.9M ﹤0.01%
580,336
+295,907
GEF icon
1848
Greif
GEF
$4.38B
$15.8M ﹤0.01%
233,358
-100,137
PPLT icon
1849
abrdn Physical Platinum Shares ETF
PPLT
$2.94B
$15.8M ﹤0.01%
84,669
+60,267
SCSC icon
1850
Scansource
SCSC
$767M
$15.7M ﹤0.01%
402,773
-27,494