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
NSIT icon
1876
Insight Enterprises
NSIT
$2.64B
$15.1M ﹤0.01%
185,185
-11,765
DON icon
1877
WisdomTree US MidCap Dividend Fund
DON
$3.97B
$15.1M ﹤0.01%
292,134
-46,699
OUT icon
1878
Outfront Media
OUT
$4.19B
$15.1M ﹤0.01%
625,413
-231,117
VRTS icon
1879
Virtus Investment Partners
VRTS
$933M
$15M ﹤0.01%
92,206
-5,377
MEAR icon
1880
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
$15M ﹤0.01%
298,634
-32,923
FDN icon
1881
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.73B
$15M ﹤0.01%
55,807
-461
FHI icon
1882
Federated Hermes
FHI
$4.3B
$15M ﹤0.01%
288,418
+69,677
GTY
1883
Getty Realty Corp
GTY
$1.99B
$15M ﹤0.01%
548,428
+105,019
VOYA icon
1884
Voya Financial
VOYA
$7B
$15M ﹤0.01%
201,446
-20,846
FVAL icon
1885
Fidelity Value Factor ETF
FVAL
$1.13B
$15M ﹤0.01%
207,602
+1,204
GRBK icon
1886
Green Brick Partners
GRBK
$3.51B
$15M ﹤0.01%
239,305
+7,015
PAC icon
1887
Grupo Aeroportuario del Pacifico
PAC
$14.3B
$14.9M ﹤0.01%
56,657
+17,868
TFX icon
1888
Teleflex
TFX
$4.59B
$14.9M ﹤0.01%
122,233
-1,110
TNET icon
1889
TriNet
TNET
$1.88B
$14.9M ﹤0.01%
251,233
+31,137
CGNX icon
1890
Cognex
CGNX
$9.74B
$14.8M ﹤0.01%
412,400
+22,298
IGLB icon
1891
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.82B
$14.8M ﹤0.01%
293,932
-100,512
UNFI icon
1892
United Natural Foods
UNFI
$2.46B
$14.8M ﹤0.01%
439,897
+292,496
FLY
1893
Firefly Aerospace
FLY
$3.07B
$14.8M ﹤0.01%
661,342
-2,757
UEC icon
1894
Uranium Energy
UEC
$7.5B
$14.8M ﹤0.01%
1,263,077
-57,964
PDM
1895
Piedmont Realty Trust
PDM
$1.03B
$14.7M ﹤0.01%
1,765,199
-456,010
CAVA icon
1896
CAVA Group
CAVA
$7.37B
$14.6M ﹤0.01%
248,746
-499,064
EVUS icon
1897
iShares ESG Aware MSCI USA Value ETF
EVUS
$272M
$14.6M ﹤0.01%
455,575
+169,767
DAR icon
1898
Darling Ingredients
DAR
$8.06B
$14.6M ﹤0.01%
405,363
-195,900
XPEV icon
1899
XPeng
XPEV
$17.1B
$14.6M ﹤0.01%
719,121
+712,917
BLKB icon
1900
Blackbaud
BLKB
$2.29B
$14.5M ﹤0.01%
229,713
-2,335