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
STGW icon
1976
Stagwell
STGW
$1.24B
$13.1M ﹤0.01%
2,676,532
+939,888
LCDS
1977
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$14.8M
$13.1M ﹤0.01%
200,000
VIRT icon
1978
Virtu Financial
VIRT
$3.26B
$13.1M ﹤0.01%
391,867
-39,278
UCTT
1979
Ultra Clean Holdings
UCTT
$2.51B
$13M ﹤0.01%
512,490
-76,565
FLG
1980
Flagstar Bank National Association
FLG
$5.9B
$12.9M ﹤0.01%
1,023,795
-2,801,918
BRKR icon
1981
Bruker
BRKR
$5.55B
$12.9M ﹤0.01%
273,579
-32,956
AVT icon
1982
Avnet
AVT
$5.39B
$12.9M ﹤0.01%
268,056
-308,669
LZ icon
1983
LegalZoom.com
LZ
$1.22B
$12.9M ﹤0.01%
1,295,536
-874,791
MOAT icon
1984
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$12.8M ﹤0.01%
123,838
+1,661
EDU icon
1985
New Oriental
EDU
$9.34B
$12.8M ﹤0.01%
232,695
-855,154
DV icon
1986
DoubleVerify
DV
$1.52B
$12.8M ﹤0.01%
1,118,119
+129,250
VDE icon
1987
Vanguard Energy ETF
VDE
$8.73B
$12.7M ﹤0.01%
101,241
-1,167
HAFC icon
1988
Hanmi Financial
HAFC
$803M
$12.7M ﹤0.01%
471,138
-52,884
RLJ icon
1989
RLJ Lodging Trust
RLJ
$1.25B
$12.7M ﹤0.01%
1,709,146
-3,494,880
DDS icon
1990
Dillards
DDS
$10.1B
$12.6M ﹤0.01%
20,822
-7,859
BKD icon
1991
Brookdale Senior Living
BKD
$3.92B
$12.6M ﹤0.01%
1,169,800
+211,091
OIH icon
1992
VanEck Oil Services ETF
OIH
$2.38B
$12.6M ﹤0.01%
44,282
-97,260
CGUS icon
1993
Capital Group Core Equity ETF
CGUS
$8.73B
$12.5M ﹤0.01%
311,498
+24,837
THR icon
1994
Thermon Group Holdings
THR
$1.7B
$12.5M ﹤0.01%
337,150
+74,913
LASR icon
1995
nLIGHT
LASR
$2.89B
$12.5M ﹤0.01%
333,740
+14,426
SUPN icon
1996
Supernus Pharmaceuticals
SUPN
$2.92B
$12.5M ﹤0.01%
251,756
+80,471
FSS icon
1997
Federal Signal
FSS
$7.33B
$12.5M ﹤0.01%
115,158
-54,726
THFF icon
1998
First Financial Corp
THFF
$796M
$12.5M ﹤0.01%
206,412
+62,239
INDB icon
1999
Independent Bank
INDB
$4.07B
$12.4M ﹤0.01%
170,338
-72,494
HBNC icon
2000
Horizon Bancorp
HBNC
$918M
$12.4M ﹤0.01%
733,647
+370,099