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
BHVN icon
2426
Biohaven
BHVN
$1.51B
$6.66M ﹤0.01%
589,565
-745,890
DIVB icon
2427
iShares Core Dividend ETF
DIVB
$1.32B
$6.64M ﹤0.01%
124,948
+2,131
TMF icon
2428
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$3.61B
$6.63M ﹤0.01%
177,772
+16,774
HMOP icon
2429
Hartford Municipal Opportunities ETF
HMOP
$697M
$6.61M ﹤0.01%
168,915
+55,992
QXO
2430
QXO Inc
QXO
$19.2B
$6.61M ﹤0.01%
342,448
-24,636
BCRX icon
2431
BioCryst Pharmaceuticals
BCRX
$1.68B
$6.58M ﹤0.01%
843,370
-289,007
FLGT icon
2432
Fulgent Genetics
FLGT
$724M
$6.57M ﹤0.01%
250,128
-48,886
JCHI icon
2433
JPMorgan Active China ETF
JCHI
$15.3M
$6.57M ﹤0.01%
120,000
-70,000
KNF icon
2434
Knife River
KNF
$4.58B
$6.56M ﹤0.01%
93,294
-3,742
JBGS
2435
JBG SMITH
JBGS
$943M
$6.52M ﹤0.01%
383,162
-178,123
BEP icon
2436
Brookfield Renewable
BEP
$9.72B
$6.5M ﹤0.01%
241,002
+221,249
MLN icon
2437
VanEck Long Muni ETF
MLN
$649M
$6.5M ﹤0.01%
370,707
+66,688
DES icon
2438
WisdomTree US SmallCap Dividend Fund
DES
$2.03B
$6.5M ﹤0.01%
194,217
-10,444
UVE icon
2439
Universal Insurance Holdings
UVE
$874M
$6.48M ﹤0.01%
191,731
-32,444
BILS icon
2440
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.95B
$6.48M ﹤0.01%
65,269
+14,465
IART icon
2441
Integra LifeSciences
IART
$882M
$6.47M ﹤0.01%
521,113
-30,619
AMX icon
2442
America Movil
AMX
$71.8B
$6.47M ﹤0.01%
312,870
-5,622
VITL icon
2443
Vital Farms
VITL
$1.27B
$6.46M ﹤0.01%
202,146
+78,664
LMAT icon
2444
LeMaitre Vascular
LMAT
$1.99B
$6.45M ﹤0.01%
79,487
-42,501
SMMD icon
2445
iShares Russell 2500 ETF
SMMD
$2.31B
$6.44M ﹤0.01%
85,876
+71,541
ARI
2446
Apollo Commercial Real Estate
ARI
$1.48B
$6.43M ﹤0.01%
664,489
-25,414
NICE icon
2447
Nice
NICE
$6.39B
$6.43M ﹤0.01%
56,867
+18,179
PBI icon
2448
Pitney Bowes
PBI
$1.65B
$6.43M ﹤0.01%
608,158
-669,776
BUR icon
2449
Burford Capital
BUR
$2.06B
$6.4M ﹤0.01%
717,439
-48,413
OMDA
2450
Omada Health Inc
OMDA
$655M
$6.38M ﹤0.01%
404,297
+400,590