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
IYH icon
2276
iShares US Healthcare ETF
IYH
$3.36B
$8.26M ﹤0.01%
126,864
+5,000
BIDD
2277
iShares International Dividend Active ETF
BIDD
$483M
$8.25M ﹤0.01%
286,429
-553,113
HMN icon
2278
Horace Mann Educators
HMN
$1.73B
$8.24M ﹤0.01%
178,433
+58,431
CNYA icon
2279
iShares MSCI China A ETF
CNYA
$223M
$8.23M ﹤0.01%
238,126
+55,049
USPH icon
2280
US Physical Therapy
USPH
$1.32B
$8.23M ﹤0.01%
105,433
-4,404
MUX icon
2281
McEwen Inc
MUX
$1.52B
$8.23M ﹤0.01%
444,675
-214,404
MGNI icon
2282
Magnite
MGNI
$1.68B
$8.22M ﹤0.01%
506,393
-703,020
TGNA icon
2283
TEGNA Inc
TGNA
$3.37B
$8.22M ﹤0.01%
423,383
-202,249
IOVA icon
2284
Iovance Biotherapeutics
IOVA
$1.02B
$8.19M ﹤0.01%
3,001,502
+1,777,671
CAPL icon
2285
CrossAmerica Partners
CAPL
$883M
$8.19M ﹤0.01%
397,430
-18,046
DIVI icon
2286
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.31B
$8.15M ﹤0.01%
209,654
+2,255
CNXC icon
2287
Concentrix
CNXC
$1.87B
$8.14M ﹤0.01%
195,843
+6,667
ARCO icon
2288
Arcos Dorados Holdings
ARCO
$1.76B
$8.13M ﹤0.01%
1,107,655
-87,219
CENTA icon
2289
Central Garden & Pet Co Class A
CENTA
$2.12B
$8.11M ﹤0.01%
277,731
-172,942
NSA icon
2290
National Storage Affiliates Trust
NSA
$2.58B
$8.1M ﹤0.01%
286,992
+41,211
VAC icon
2291
Marriott Vacations Worldwide
VAC
$1.87B
$8.09M ﹤0.01%
140,163
+918
VYX icon
2292
NCR Voyix
VYX
$1.31B
$8.08M ﹤0.01%
791,745
-56,928
EZM icon
2293
WisdomTree US MidCap Fund
EZM
$875M
$8.08M ﹤0.01%
120,894
-3,554
LVLN
2294
State Street SPDR S&P Leveraged Loan ETF
LVLN
$54.6M
$8.07M ﹤0.01%
+320,000
IDMO icon
2295
Invesco S&P International Developed Momentum ETF
IDMO
$2.96B
$8.04M ﹤0.01%
144,598
+143,314
CATY icon
2296
Cathay General Bancorp
CATY
$3.58B
$8.02M ﹤0.01%
165,785
+15,184
RYAN icon
2297
Ryan Specialty Holdings
RYAN
$5.02B
$8.01M ﹤0.01%
155,133
-266,197
TILE icon
2298
Interface
TILE
$1.95B
$7.99M ﹤0.01%
286,249
-2,843
IMAX icon
2299
IMAX
IMAX
$1.94B
$7.99M ﹤0.01%
216,103
-994,781
PLYM
2300
DELISTED
Plymouth Industrial REIT
PLYM
$7.98M ﹤0.01%
364,698
-67,149