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
WKC icon
2176
World Kinect Corp
WKC
$1.49B
$9.54M ﹤0.01%
407,259
-212,495
SGHC icon
2177
SGHC Ltd
SGHC
$4.53B
$9.54M ﹤0.01%
798,148
+731,081
INMD icon
2178
InMode
INMD
$906M
$9.54M ﹤0.01%
649,188
+4,052
DXPE icon
2179
DXP Enterprises
DXPE
$2.33B
$9.53M ﹤0.01%
86,766
+23,465
EVTC icon
2180
Evertec
EVTC
$1.69B
$9.51M ﹤0.01%
326,944
-57,143
DORM icon
2181
Dorman Products
DORM
$4.01B
$9.51M ﹤0.01%
77,160
-49,656
IRDM icon
2182
Iridium Communications
IRDM
$2.43B
$9.49M ﹤0.01%
546,024
-66,586
EE icon
2183
Excelerate Energy
EE
$1.34B
$9.48M ﹤0.01%
337,946
-70,206
NBHC icon
2184
National Bank Holdings
NBHC
$1.88B
$9.47M ﹤0.01%
249,188
+17,272
AGO icon
2185
Assured Guaranty
AGO
$3.98B
$9.47M ﹤0.01%
105,336
+8,665
SMLF icon
2186
iShares US Small Cap Equity Factor ETF
SMLF
$3.32B
$9.46M ﹤0.01%
126,311
-818
TENB icon
2187
Tenable Holdings
TENB
$2.69B
$9.44M ﹤0.01%
401,146
-127,272
AVA icon
2188
Avista
AVA
$3.51B
$9.42M ﹤0.01%
244,422
-111,613
MBWM icon
2189
Mercantile Bank Corp
MBWM
$926M
$9.38M ﹤0.01%
195,038
-19,609
AXGN icon
2190
Axogen
AXGN
$1.67B
$9.38M ﹤0.01%
286,493
+77,490
NYF icon
2191
iShares New York Muni Bond ETF
NYF
$1.17B
$9.36M ﹤0.01%
174,912
+83,431
ATXS
2192
DELISTED
Astria Therapeutics
ATXS
$9.36M ﹤0.01%
714,679
-965,928
PRDO icon
2193
Perdoceo Education
PRDO
$2.02B
$9.35M ﹤0.01%
318,904
-59,474
HWKN icon
2194
Hawkins
HWKN
$3.06B
$9.35M ﹤0.01%
65,793
-35,498
CPF icon
2195
Central Pacific Financial
CPF
$899M
$9.34M ﹤0.01%
299,652
+41,019
HI
2196
DELISTED
Hillenbrand
HI
$9.33M ﹤0.01%
294,189
+67,737
FMDE icon
2197
Fidelity Enhanced Mid Cap ETF
FMDE
$5.2B
$9.28M ﹤0.01%
255,206
+44
FRO icon
2198
Frontline
FRO
$6.88B
$9.25M ﹤0.01%
424,021
-137,504
VIK icon
2199
Viking Holdings
VIK
$33.4B
$9.23M ﹤0.01%
129,255
+16,852
MCY icon
2200
Mercury Insurance
MCY
$5.18B
$9.23M ﹤0.01%
98,099
+23,897