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
UE icon
2226
Urban Edge Properties
UE
$2.62B
$8.79M ﹤0.01%
457,809
+2,870
FOUR icon
2227
Shift4
FOUR
$3.79B
$8.78M ﹤0.01%
139,487
-6,981
GLDD icon
2228
Great Lakes Dredge & Dock
GLDD
$1.15B
$8.77M ﹤0.01%
668,280
-220,459
SHG icon
2229
Shinhan Financial Group
SHG
$33.1B
$8.76M ﹤0.01%
163,354
-106,116
TNC icon
2230
Tennant Co
TNC
$1.51B
$8.75M ﹤0.01%
118,666
-10,216
FMBH icon
2231
First Mid Bancshares
FMBH
$1.04B
$8.74M ﹤0.01%
224,076
-17,187
FTDR icon
2232
Frontdoor
FTDR
$4.08B
$8.74M ﹤0.01%
151,427
-73,958
ITGR icon
2233
Integer Holdings
ITGR
$3.01B
$8.68M ﹤0.01%
110,634
-295,212
GBF icon
2234
iShares Government/Credit Bond ETF
GBF
$132M
$8.66M ﹤0.01%
82,748
-10,639
BRSP
2235
BrightSpire Capital
BRSP
$743M
$8.66M ﹤0.01%
1,546,608
-274,783
FTSM icon
2236
First Trust Enhanced Short Maturity ETF
FTSM
$6.31B
$8.66M ﹤0.01%
144,481
+16,469
DSTL icon
2237
Distillate US Fundamental Stability & Value ETF
DSTL
$1.93B
$8.65M ﹤0.01%
146,924
+23,824
DVYE icon
2238
iShares Emerging Markets Dividend ETF
DVYE
$1.18B
$8.64M ﹤0.01%
277,124
+113,873
CPRX icon
2239
Catalyst Pharmaceutical
CPRX
$2.99B
$8.63M ﹤0.01%
369,839
-8,968
LYG icon
2240
Lloyds Banking Group
LYG
$82.5B
$8.63M ﹤0.01%
1,627,532
-506,842
LLYVK icon
2241
Liberty Live Group Series C
LLYVK
$8.57B
$8.62M ﹤0.01%
103,698
-89,532
ONEQ icon
2242
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.03B
$8.62M ﹤0.01%
94,327
-20,480
NEE.PRS
2243
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.3B
$8.6M ﹤0.01%
166,115
+76,352
PHR icon
2244
Phreesia
PHR
$720M
$8.58M ﹤0.01%
507,220
+451,339
BATRK icon
2245
Atlanta Braves Holdings Series B
BATRK
$2.72B
$8.58M ﹤0.01%
217,392
+12,463
MRX
2246
Marex Group
MRX
$2.96B
$8.57M ﹤0.01%
223,489
-521,432
VNM icon
2247
VanEck Vietnam ETF
VNM
$647M
$8.56M ﹤0.01%
448,688
+67,449
JAAA icon
2248
Janus Henderson AAA CLO ETF
JAAA
$26.6B
$8.55M ﹤0.01%
169,115
-2,720,100
WT icon
2249
WisdomTree
WT
$2.3B
$8.55M ﹤0.01%
701,137
+268,252
TIMB icon
2250
TIM SA
TIMB
$12.5B
$8.54M ﹤0.01%
439,100
-9,622