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
NKTR icon
2451
Nektar Therapeutics
NKTR
$1.45B
$6.38M ﹤0.01%
150,804
+150,785
SSO icon
2452
ProShares Ultra S&P500
SSO
$7.44B
$6.29M ﹤0.01%
108,541
+3,103
WU icon
2453
Western Union
WU
$3.05B
$6.26M ﹤0.01%
672,509
-109,757
BB icon
2454
BlackBerry
BB
$2.04B
$6.25M ﹤0.01%
1,649,256
+695,126
CNS icon
2455
Cohen & Steers
CNS
$3.4B
$6.25M ﹤0.01%
99,485
-2,035
KMT icon
2456
Kennametal
KMT
$3.02B
$6.24M ﹤0.01%
219,617
-13,555
PL icon
2457
Planet Labs
PL
$7.65B
$6.24M ﹤0.01%
316,273
+24,615
SLVM icon
2458
Sylvamo
SLVM
$2.03B
$6.23M ﹤0.01%
129,404
+28,313
HPP
2459
Hudson Pacific Properties
HPP
$357M
$6.23M ﹤0.01%
575,019
-42,241
FBK icon
2460
FB Financial Corp
FBK
$3.05B
$6.21M ﹤0.01%
111,241
+8,268
WOR icon
2461
Worthington Enterprises
WOR
$2.92B
$6.2M ﹤0.01%
120,311
+43,201
DHT icon
2462
DHT Holdings
DHT
$2.56B
$6.2M ﹤0.01%
507,912
+260,476
FGDL icon
2463
Franklin Responsibly Sourced Gold ETF
FGDL
$552M
$6.19M ﹤0.01%
107,504
+3,808
BLSH
2464
Bullish
BLSH
$4.78B
$6.19M ﹤0.01%
163,512
+8,446
IWC icon
2465
iShares Micro-Cap ETF
IWC
$1.32B
$6.17M ﹤0.01%
39,124
-306
CBL
2466
CBL Properties
CBL
$1.08B
$6.14M ﹤0.01%
165,875
+27,016
WAFD icon
2467
WaFd
WAFD
$2.49B
$6.13M ﹤0.01%
191,252
+36,909
MTX icon
2468
Minerals Technologies
MTX
$2.27B
$6.13M ﹤0.01%
100,501
-56,083
ALX
2469
Alexander's
ALX
$1.19B
$6.12M ﹤0.01%
28,090
+8,860
MRTN icon
2470
Marten Transport
MRTN
$1.08B
$6.12M ﹤0.01%
537,909
-290,315
EZPW icon
2471
Ezcorp Inc
EZPW
$1.5B
$6.12M ﹤0.01%
315,089
-168,122
PSMT icon
2472
Pricesmart
PSMT
$4.8B
$6.1M ﹤0.01%
49,703
-185
VLU icon
2473
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$602M
$6.1M ﹤0.01%
28,940
-116
HP icon
2474
Helmerich & Payne
HP
$3.38B
$6.09M ﹤0.01%
212,351
+97,714
GLXY
2475
Galaxy Digital Inc
GLXY
$4.17B
$6.09M ﹤0.01%
272,212
+271,488