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
GROY icon
2401
Gold Royalty Corp
GROY
$974M
$6.89M ﹤0.01%
1,704,928
+181,406
BTSG icon
2402
BrightSpring Health Services
BTSG
$7.01B
$6.88M ﹤0.01%
183,681
-115,069
PLAY icon
2403
Dave & Buster's
PLAY
$515M
$6.88M ﹤0.01%
424,277
+350,429
NEO icon
2404
NeoGenomics
NEO
$1.47B
$6.87M ﹤0.01%
584,035
-234,399
ARLO icon
2405
Arlo Technologies
ARLO
$1.21B
$6.87M ﹤0.01%
490,938
-123,244
AGIO icon
2406
Agios Pharmaceuticals
AGIO
$1.64B
$6.85M ﹤0.01%
251,777
+68,677
LZB icon
2407
La-Z-Boy
LZB
$1.58B
$6.85M ﹤0.01%
183,848
-63,037
BTDR icon
2408
Bitdeer Technologies
BTDR
$2.34B
$6.85M ﹤0.01%
610,638
+573,779
NCPB icon
2409
Nuveen Core Plus Bond ETF
NCPB
$57.4M
$6.85M ﹤0.01%
271,113
+19,273
GT icon
2410
Goodyear
GT
$2.7B
$6.83M ﹤0.01%
779,795
+321,005
AGX icon
2411
Argan
AGX
$5.69B
$6.83M ﹤0.01%
21,790
-627
TWST icon
2412
Twist Bioscience
TWST
$3.01B
$6.82M ﹤0.01%
215,147
-803,087
FHLC icon
2413
Fidelity MSCI Health Care Index ETF
FHLC
$2.86B
$6.82M ﹤0.01%
91,804
+11,166
VVV icon
2414
Valvoline
VVV
$4.91B
$6.81M ﹤0.01%
234,431
-23,650
SBCF icon
2415
Seacoast Banking Corp of Florida
SBCF
$3.25B
$6.81M ﹤0.01%
216,762
-31,491
EFXT
2416
Enerflex
EFXT
$2.31B
$6.78M ﹤0.01%
439,652
+80,218
OOMA icon
2417
Ooma
OOMA
$321M
$6.76M ﹤0.01%
576,041
+22,125
SKM icon
2418
SK Telecom
SKM
$12.5B
$6.74M ﹤0.01%
328,353
+327,945
FFIN icon
2419
First Financial Bankshares
FFIN
$4.76B
$6.72M ﹤0.01%
225,023
-247,534
PPA icon
2420
Invesco Aerospace & Defense ETF
PPA
$7.95B
$6.72M ﹤0.01%
42,879
+1,777
OLMA icon
2421
Olema Pharmaceuticals
OLMA
$1.81B
$6.71M ﹤0.01%
268,471
+238,340
NTLA icon
2422
Intellia Therapeutics
NTLA
$1.37B
$6.69M ﹤0.01%
743,698
+303,126
CMDY icon
2423
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$348M
$6.68M ﹤0.01%
137,128
+12,418
OCUL icon
2424
Ocular Therapeutix
OCUL
$1.93B
$6.68M ﹤0.01%
550,269
+274,109
KRUS icon
2425
Kura Sushi USA
KRUS
$823M
$6.67M ﹤0.01%
127,441
+124,272