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
SIRI icon
1951
SiriusXM
SIRI
$7.13B
$13.6M ﹤0.01%
678,027
+338,516
FDL icon
1952
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.07B
$13.5M ﹤0.01%
305,022
+47,578
IYR icon
1953
iShares US Real Estate ETF
IYR
$3.66B
$13.5M ﹤0.01%
143,909
+1,053
KOYN
1954
CSLM Digital Asset Acquisition Corp III
KOYN
$240M
$13.5M ﹤0.01%
1,356,486
-28,212
BBD icon
1955
Banco Bradesco
BBD
$42.1B
$13.5M ﹤0.01%
4,049,121
-2,095,876
BHE icon
1956
Benchmark Electronics
BHE
$2.11B
$13.4M ﹤0.01%
314,423
-27,259
SQM icon
1957
Sociedad Química y Minera de Chile
SQM
$20.3B
$13.4M ﹤0.01%
194,714
+180,698
TSPA icon
1958
T. Rowe Price US Equity Research ETF
TSPA
$2.16B
$13.4M ﹤0.01%
312,819
+67,809
GFS icon
1959
GlobalFoundries
GFS
$27.2B
$13.4M ﹤0.01%
382,686
-93,055
MAIN icon
1960
Main Street Capital
MAIN
$5.33B
$13.4M ﹤0.01%
221,174
-161,276
OCFC icon
1961
OceanFirst Financial
OCFC
$1.12B
$13.3M ﹤0.01%
741,585
-92,170
AMKR icon
1962
Amkor Technology
AMKR
$11.7B
$13.3M ﹤0.01%
336,888
+116,363
SPMD icon
1963
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.4B
$13.3M ﹤0.01%
229,423
+62,009
MATV icon
1964
Mativ Holdings
MATV
$808M
$13.2M ﹤0.01%
1,090,466
-131,746
AMCX icon
1965
AMC Networks
AMCX
$322M
$13.2M ﹤0.01%
1,391,551
-73,816
SN icon
1966
SharkNinja
SN
$18.5B
$13.2M ﹤0.01%
117,907
-134,397
PUMP icon
1967
ProPetro Holding
PUMP
$1.47B
$13.2M ﹤0.01%
1,387,047
-261,008
ARRY icon
1968
Array Technologies
ARRY
$1.7B
$13.2M ﹤0.01%
1,430,591
-1,582,568
XLB icon
1969
State Street Materials Select Sector SPDR ETF
XLB
$6.89B
$13.1M ﹤0.01%
289,621
-22,867
EUSB icon
1970
iShares ESG Advanced Universal USD Bond ETF
EUSB
$722M
$13.1M ﹤0.01%
298,894
-72,161
AROC icon
1971
Archrock
AROC
$5.73B
$13.1M ﹤0.01%
503,918
+65,294
TOWN icon
1972
Towne Bank
TOWN
$3.34B
$13.1M ﹤0.01%
392,863
+61,926
SMA
1973
SmartStop Self Storage REIT
SMA
$1.82B
$13.1M ﹤0.01%
423,659
+134,397
BKLC icon
1974
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.08B
$13.1M ﹤0.01%
100,190
-7,225
KAI icon
1975
Kadant
KAI
$3.93B
$13.1M ﹤0.01%
45,978
-53,725