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
IPAR icon
2376
Interparfums
IPAR
$3.28B
$7.13M ﹤0.01%
84,020
-30,605
XP icon
2377
XP
XP
$10.3B
$7.11M ﹤0.01%
434,493
-882,103
YLD icon
2378
Principal Active High Yield ETF
YLD
$469M
$7.11M ﹤0.01%
374,215
-101,233
ATRC icon
2379
AtriCure
ATRC
$1.62B
$7.1M ﹤0.01%
179,600
-47,387
WHR icon
2380
Whirlpool
WHR
$5.01B
$7.1M ﹤0.01%
98,361
-15,863
PLAB icon
2381
Photronics
PLAB
$2.29B
$7.09M ﹤0.01%
221,651
-6,091
AAMI
2382
Acadian Asset Management
AAMI
$1.85B
$7.08M ﹤0.01%
150,602
+52,029
KW icon
2383
Kennedy-Wilson Holdings
KW
$1.36B
$7.07M ﹤0.01%
731,010
-452,177
JPIN icon
2384
JPMorgan Diversified Return International Equity ETF
JPIN
$377M
$7.06M ﹤0.01%
103,561
-13,838
SLQD icon
2385
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$7.05M ﹤0.01%
139,066
-6,059
MTBA icon
2386
Simplify MBS ETF
MTBA
$1.71B
$7.05M ﹤0.01%
139,845
-33,637
GMAB icon
2387
Genmab
GMAB
$18.5B
$7.04M ﹤0.01%
228,488
+110,307
LAZ icon
2388
Lazard
LAZ
$4.91B
$7.03M ﹤0.01%
144,846
+15,675
XERS icon
2389
Xeris Biopharma Holdings
XERS
$1.13B
$7.03M ﹤0.01%
895,059
-10,017
CSW
2390
CSW Industrials
CSW
$5.1B
$7.02M ﹤0.01%
23,924
-22,350
NCMI icon
2391
National CineMedia
NCMI
$309M
$7.02M ﹤0.01%
1,804,823
-1,079
LCTD icon
2392
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$243M
$7.02M ﹤0.01%
128,404
-34,583
AVR
2393
Anteris Technologies
AVR
$553M
$7.01M ﹤0.01%
1,405,766
-11,861
SPGM icon
2394
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.48B
$7.01M ﹤0.01%
91,420
-4,812
NOG icon
2395
Northern Oil and Gas
NOG
$2.53B
$6.99M ﹤0.01%
325,688
+141,472
HPE.PRC
2396
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$1.86B
$6.99M ﹤0.01%
104,801
+69,013
VCTR icon
2397
Victory Capital Holdings
VCTR
$4.79B
$6.97M ﹤0.01%
110,521
-2,871
FELE icon
2398
Franklin Electric
FELE
$4.85B
$6.92M ﹤0.01%
72,400
-133,217
ELME
2399
Elme Communities
ELME
$194M
$6.91M ﹤0.01%
396,920
-222,089
INSW icon
2400
International Seaways
INSW
$3.16B
$6.89M ﹤0.01%
141,928
-6,822