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
FPEI icon
2251
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.9B
$8.53M ﹤0.01%
439,895
+72,107
AUB icon
2252
Atlantic Union Bankshares
AUB
$5.7B
$8.53M ﹤0.01%
241,539
-969
FRHC icon
2253
Freedom Holding
FRHC
$7.12B
$8.53M ﹤0.01%
70,069
-5,999
ECG
2254
Everus Construction Group
ECG
$5.36B
$8.53M ﹤0.01%
99,647
-5,234
CBLL
2255
CeriBell Inc
CBLL
$733M
$8.51M ﹤0.01%
388,019
-23,161
IETC icon
2256
iShares US Tech Independence Focused ETF
IETC
$797M
$8.5M ﹤0.01%
83,637
-20,734
COCO icon
2257
Vita Coco
COCO
$3.22B
$8.5M ﹤0.01%
160,254
-5,803
GPGI
2258
GPGI Inc
GPGI
$7.13B
$8.49M ﹤0.01%
440,483
-133,688
QQEW icon
2259
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.73B
$8.48M ﹤0.01%
59,634
-10,537
PPC icon
2260
Pilgrim's Pride
PPC
$10.3B
$8.47M ﹤0.01%
217,298
+23,700
XLRE icon
2261
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.59B
$8.46M ﹤0.01%
209,747
+7,928
NWN icon
2262
Northwest Natural Holdings
NWN
$2.09B
$8.46M ﹤0.01%
181,008
-112,719
SOXL icon
2263
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.2B
$8.43M ﹤0.01%
200,650
+200,591
REAL icon
2264
The RealReal
REAL
$1.34B
$8.42M ﹤0.01%
533,281
-730,320
NTCT icon
2265
NETSCOUT
NTCT
$2.15B
$8.41M ﹤0.01%
310,620
-32,931
NVTS icon
2266
Navitas Semiconductor
NVTS
$1.91B
$8.4M ﹤0.01%
1,176,586
+631,283
CENX icon
2267
Century Aluminum
CENX
$4.3B
$8.39M ﹤0.01%
214,173
-210,079
CTBI icon
2268
Community Trust Bancorp
CTBI
$1.15B
$8.36M ﹤0.01%
147,957
+55,733
AMRX icon
2269
Amneal Pharmaceuticals
AMRX
$4.66B
$8.35M ﹤0.01%
662,647
-108,558
PVH icon
2270
PVH
PVH
$3.15B
$8.35M ﹤0.01%
124,543
+3,870
WULF icon
2271
TeraWulf
WULF
$6.81B
$8.35M ﹤0.01%
726,418
-3,751,670
LC icon
2272
LendingClub
LC
$1.8B
$8.34M ﹤0.01%
440,437
-4,568
ERO icon
2273
Ero Copper
ERO
$3.19B
$8.34M ﹤0.01%
+294,843
SLDE
2274
Slide Insurance Holdings
SLDE
$2.1B
$8.34M ﹤0.01%
427,903
+416,930
ASTE icon
2275
Astec Industries
ASTE
$1.36B
$8.3M ﹤0.01%
191,498
+124,111