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
VTHR icon
2151
Vanguard Russell 3000 ETF
VTHR
$4.14B
$9.89M ﹤0.01%
32,915
-4,142
HHH icon
2152
Howard Hughes
HHH
$4.88B
$9.88M ﹤0.01%
123,880
-1,337
PLOW icon
2153
Douglas Dynamics
PLOW
$973M
$9.87M ﹤0.01%
302,437
-8,728
MWA icon
2154
Mueller Water Products
MWA
$4.71B
$9.87M ﹤0.01%
414,371
-128,097
PBF icon
2155
PBF Energy
PBF
$4.04B
$9.87M ﹤0.01%
363,799
-188,050
MZTI
2156
The Marzetti Company
MZTI
$4.38B
$9.82M ﹤0.01%
59,747
-34,097
CWT icon
2157
California Water Service
CWT
$2.77B
$9.79M ﹤0.01%
225,886
-51,359
EPS icon
2158
WisdomTree US LargeCap Fund
EPS
$1.4B
$9.79M ﹤0.01%
138,120
-158
CAC icon
2159
Camden National
CAC
$848M
$9.78M ﹤0.01%
225,363
-85,807
BALI icon
2160
iShares U.S. Large Cap Premium Income Active ETF
BALI
$767M
$9.74M ﹤0.01%
307,508
+12,886
NEE.PRT
2161
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.61B
$9.74M ﹤0.01%
199,819
+48,162
WK icon
2162
Workiva
WK
$3.48B
$9.74M ﹤0.01%
112,904
-274,711
RTO icon
2163
Rentokil
RTO
$15.3B
$9.73M ﹤0.01%
330,394
-229,938
THS
2164
DELISTED
Treehouse Foods
THS
$9.71M ﹤0.01%
411,606
+274,020
GNL icon
2165
Global Net Lease
GNL
$2.16B
$9.69M ﹤0.01%
1,126,458
-27,359
LNC icon
2166
Lincoln National
LNC
$7.76B
$9.67M ﹤0.01%
217,257
+10,128
SXI icon
2167
Standex International
SXI
$3.15B
$9.67M ﹤0.01%
44,486
-482
HYDB icon
2168
iShares High Yield Systematic Bond ETF
HYDB
$1.67B
$9.66M ﹤0.01%
203,968
-73,248
ESRT icon
2169
Empire State Realty Trust
ESRT
$1.07B
$9.65M ﹤0.01%
1,479,488
-821,907
SNN icon
2170
Smith & Nephew
SNN
$15.4B
$9.6M ﹤0.01%
292,490
+6,561
ACT icon
2171
Enact Holdings
ACT
$6.25B
$9.59M ﹤0.01%
241,926
-19,714
POWL icon
2172
Powell Industries
POWL
$7.1B
$9.58M ﹤0.01%
30,050
+663
SPHD icon
2173
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.26B
$9.58M ﹤0.01%
199,494
-3,551
FTRE icon
2174
Fortrea Holdings
FTRE
$905M
$9.57M ﹤0.01%
554,566
-138,136
SMB icon
2175
VanEck Short Muni ETF
SMB
$303M
$9.55M ﹤0.01%
548,620
+15,886