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
NWE icon
1851
NorthWestern Energy
NWE
$4.28B
$15.7M ﹤0.01%
243,635
-75,034
TDS icon
1852
Telephone and Data Systems
TDS
$5.5B
$15.7M ﹤0.01%
383,491
-250,185
FPE icon
1853
First Trust Preferred Securities and Income ETF
FPE
$6.49B
$15.7M ﹤0.01%
859,118
+43,259
ARW icon
1854
Arrow Electronics
ARW
$7.98B
$15.6M ﹤0.01%
141,298
-241,343
RUN icon
1855
Sunrun
RUN
$4.43B
$15.5M ﹤0.01%
841,417
-56,678
MARA icon
1856
Marathon Digital Holdings
MARA
$3B
$15.5M ﹤0.01%
1,722,485
-1,353,143
CCO icon
1857
Clear Channel Outdoor Holdings
CCO
$1.19B
$15.5M ﹤0.01%
6,998,595
+260,716
ASTS icon
1858
AST SpaceMobile
ASTS
$23.3B
$15.4M ﹤0.01%
212,720
+59,307
RIOT icon
1859
Riot Platforms
RIOT
$5.66B
$15.4M ﹤0.01%
1,217,859
+24,436
SKY icon
1860
Champion Homes
SKY
$5.32B
$15.4M ﹤0.01%
182,444
+72,398
QLTA icon
1861
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.75B
$15.4M ﹤0.01%
320,417
-80,410
GME icon
1862
GameStop
GME
$10.6B
$15.4M ﹤0.01%
765,925
-77,249
MASI icon
1863
Masimo
MASI
$6.99B
$15.3M ﹤0.01%
117,798
+9,857
KGS icon
1864
Kodiak Gas Services
KGS
$4.31B
$15.3M ﹤0.01%
409,621
+26,467
AIRR icon
1865
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.4B
$15.3M ﹤0.01%
155,617
+21,744
HTRB icon
1866
Hartford Total Return Bond ETF
HTRB
$2.32B
$15.3M ﹤0.01%
447,819
+26,887
IRS
1867
IRSA Inversiones y Representaciones
IRS
$1.18B
$15.3M ﹤0.01%
923,798
+6,969
CLSK icon
1868
CleanSpark
CLSK
$2.52B
$15.3M ﹤0.01%
1,508,573
+899,918
RPG icon
1869
Invesco S&P 500 Pure Growth ETF
RPG
$1.65B
$15.3M ﹤0.01%
326,936
+38,527
VSAT icon
1870
Viasat
VSAT
$6.64B
$15.3M ﹤0.01%
442,802
-9,262
ADEA icon
1871
Adeia
ADEA
$2.06B
$15.3M ﹤0.01%
884,314
-165,214
MD icon
1872
Pediatrix Medical
MD
$1.85B
$15.2M ﹤0.01%
710,717
-116,358
WVE icon
1873
Wave Life Sciences
WVE
$2.36B
$15.2M ﹤0.01%
892,886
+32,745
TXG icon
1874
10x Genomics
TXG
$2.31B
$15.1M ﹤0.01%
928,426
-145,439
DFAS icon
1875
Dimensional US Small Cap ETF
DFAS
$13.2B
$15.1M ﹤0.01%
216,721
+1,996