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
IOT icon
2076
Samsara
IOT
$15.8B
$10.9M ﹤0.01%
308,414
-1,356,274
PGY icon
2077
Pagaya Technologies
PGY
$999M
$10.9M ﹤0.01%
521,452
-531,249
CGAU
2078
Centerra Gold
CGAU
$3.8B
$10.9M ﹤0.01%
756,438
-610,734
ZTO icon
2079
ZTO Express
ZTO
$18.9B
$10.8M ﹤0.01%
517,484
+9,332
NBTB icon
2080
NBT Bancorp
NBTB
$2.4B
$10.8M ﹤0.01%
259,722
-75,191
ESTA icon
2081
Establishment Labs
ESTA
$2.17B
$10.7M ﹤0.01%
147,439
+28,855
BNTX icon
2082
BioNTech
BNTX
$26.6B
$10.7M ﹤0.01%
112,697
+52,541
FNCL icon
2083
Fidelity MSCI Financials Index ETF
FNCL
$2.33B
$10.7M ﹤0.01%
137,856
-3,462
LGND icon
2084
Ligand Pharmaceuticals
LGND
$3.62B
$10.7M ﹤0.01%
56,590
+16,872
LEU icon
2085
Centrus Energy
LEU
$3.92B
$10.7M ﹤0.01%
44,052
+9,298
SPSB icon
2086
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.66B
$10.7M ﹤0.01%
354,000
+42,300
OPLN
2087
Openlane
OPLN
$3.01B
$10.7M ﹤0.01%
358,067
-90,194
CAPR icon
2088
Capricor Therapeutics
CAPR
$1.22B
$10.7M ﹤0.01%
369,134
+179,335
HOG icon
2089
Harley-Davidson
HOG
$2.41B
$10.7M ﹤0.01%
519,853
+81,285
HEZU icon
2090
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$653M
$10.6M ﹤0.01%
243,113
-42,813
BKV
2091
BKV Corp
BKV
$3.12B
$10.6M ﹤0.01%
391,359
+249,911
BBNX
2092
Beta Bionics
BBNX
$614M
$10.6M ﹤0.01%
348,671
+142,716
INGM
2093
Ingram Micro Holding
INGM
$5.07B
$10.6M ﹤0.01%
497,536
-1,600,400
TBIL
2094
F/m US Treasury 3 Month Bill Fund
TBIL
$6.35B
$10.6M ﹤0.01%
212,606
-52,507
YELP icon
2095
Yelp
YELP
$1.29B
$10.6M ﹤0.01%
348,477
-91,048
CBT icon
2096
Cabot Corp
CBT
$3.98B
$10.6M ﹤0.01%
159,202
-111,535
MDU icon
2097
MDU Resources
MDU
$4.49B
$10.5M ﹤0.01%
539,257
+8,039
DAC icon
2098
Danaos Corp
DAC
$1.98B
$10.5M ﹤0.01%
111,750
+13,571
ITB icon
2099
iShares US Home Construction ETF
ITB
$3.17B
$10.5M ﹤0.01%
109,288
-1,738,815
UUUU icon
2100
Energy Fuels
UUUU
$4.99B
$10.5M ﹤0.01%
723,307
-188,813