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
NTGR icon
2301
NETGEAR
NTGR
$623M
$7.98M ﹤0.01%
325,176
-83,443
MRCY icon
2302
Mercury Systems
MRCY
$4.94B
$7.97M ﹤0.01%
109,132
-72,641
SNDX icon
2303
Syndax Pharmaceuticals
SNDX
$1.78B
$7.95M ﹤0.01%
378,504
+124,654
OSW icon
2304
OneSpaWorld
OSW
$2.31B
$7.95M ﹤0.01%
383,336
+70,196
DNL icon
2305
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$482M
$7.95M ﹤0.01%
192,874
+4,968
STC icon
2306
Stewart Information Services
STC
$2.1B
$7.95M ﹤0.01%
113,092
+68,157
SHYM
2307
iShares Short Duration High Yield Muni Active ETF
SHYM
$487M
$7.94M ﹤0.01%
357,400
-16,010
PRCH icon
2308
Porch Group
PRCH
$881M
$7.9M ﹤0.01%
865,760
-58,420
HCSG icon
2309
Healthcare Services Group
HCSG
$1.52B
$7.89M ﹤0.01%
412,698
-140,965
LGLV icon
2310
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.15B
$7.88M ﹤0.01%
44,892
+5,066
UITB icon
2311
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.67B
$7.88M ﹤0.01%
166,439
+14,552
IIPR icon
2312
Innovative Industrial Properties
IIPR
$1.29B
$7.87M ﹤0.01%
166,226
+15,603
SBSI icon
2313
Southside Bancshares
SBSI
$982M
$7.87M ﹤0.01%
258,978
-43,649
IESC icon
2314
IES Holdings
IESC
$10.3B
$7.86M ﹤0.01%
20,203
-5,294
HRI icon
2315
Herc Holdings
HRI
$5.76B
$7.84M ﹤0.01%
52,847
-4,129
ACMR icon
2316
ACM Research
ACMR
$4.21B
$7.84M ﹤0.01%
198,692
+170,004
USRT icon
2317
iShares Core US REIT ETF
USRT
$3.55B
$7.83M ﹤0.01%
137,472
-66,388
IGOV icon
2318
iShares International Treasury Bond ETF
IGOV
$1.06B
$7.83M ﹤0.01%
187,946
-11,187
CBSE icon
2319
Clough Select Equity ETF
CBSE
$41.2M
$7.83M ﹤0.01%
198,553
+6,316
HUT
2320
Hut 8
HUT
$5.82B
$7.83M ﹤0.01%
1,800,154
+1,494,437
TBPH icon
2321
Theravance Biopharma
TBPH
$990M
$7.79M ﹤0.01%
416,408
+203,304
SGU icon
2322
Star Group
SGU
$422M
$7.79M ﹤0.01%
657,956
-31,843
KSA icon
2323
iShares MSCI Saudi Arabia ETF
KSA
$658M
$7.79M ﹤0.01%
213,878
-45,771
WGO icon
2324
Winnebago Industries
WGO
$1.31B
$7.77M ﹤0.01%
191,858
-37,655
ALB.PRA icon
2325
Albemarle Corp Depositary Shares
ALB.PRA
$3.08B
$7.77M ﹤0.01%
+130,886