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
RDIV icon
3001
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$976M
$2.85M ﹤0.01%
54,824
-2,192
SIHY icon
3002
Harbor Scientific Alpha High-Yield ETF
SIHY
$180M
$2.85M ﹤0.01%
62,423
+5,314
CRK icon
3003
Comstock Resources
CRK
$5.57B
$2.85M ﹤0.01%
123,006
-54,320
AVXC icon
3004
Avantis Emerging Markets ex-China Equity ETF
AVXC
$269M
$2.85M ﹤0.01%
44,708
+187
IE icon
3005
Ivanhoe Electric
IE
$2.29B
$2.85M ﹤0.01%
178,200
+103,434
KE
3006
Kimball Electronics
KE
$583M
$2.84M ﹤0.01%
102,261
-10,449
DAVE icon
3007
Dave Inc
DAVE
$2.39B
$2.84M ﹤0.01%
12,845
+4,417
DNLI icon
3008
Denali Therapeutics
DNLI
$2.93B
$2.84M ﹤0.01%
171,948
-3,073
APPS icon
3009
Digital Turbine
APPS
$502M
$2.84M ﹤0.01%
567,520
-45,554
FBT icon
3010
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.35B
$2.83M ﹤0.01%
13,718
+564
CEVA icon
3011
CEVA Inc
CEVA
$612M
$2.83M ﹤0.01%
131,374
+120,206
TCBX icon
3012
Third Coast Bancshares
TCBX
$700M
$2.83M ﹤0.01%
74,360
+19,639
BLZE icon
3013
Backblaze
BLZE
$247M
$2.82M ﹤0.01%
605,925
+254,268
OPEN icon
3014
Opendoor
OPEN
$4.24B
$2.82M ﹤0.01%
484,175
+222,630
HAFN icon
3015
Hafnia
HAFN
$3.35B
$2.82M ﹤0.01%
528,975
+80,331
MDYV icon
3016
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.59B
$2.82M ﹤0.01%
33,298
-11,212
RMAX icon
3017
RE/MAX Holdings
RMAX
$139M
$2.82M ﹤0.01%
371,367
-161,834
IHDG icon
3018
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.36B
$2.82M ﹤0.01%
57,860
-3,698
SPB icon
3019
Spectrum Brands
SPB
$1.77B
$2.81M ﹤0.01%
47,625
-33,936
AEXA
3020
American Exceptionalism Acquisition Corp
AEXA
$562M
$2.81M ﹤0.01%
246,377
+33,696
FFSM icon
3021
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.1B
$2.81M ﹤0.01%
91,409
+26,066
FRDM icon
3022
Freedom 100 Emerging Markets ETF
FRDM
$2.63B
$2.8M ﹤0.01%
54,604
+48,658
EGBN icon
3023
Eagle Bancorp
EGBN
$797M
$2.8M ﹤0.01%
130,525
-12,955
IVOV icon
3024
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.22B
$2.78M ﹤0.01%
27,517
+3,002
SYBT icon
3025
Stock Yards Bancorp
SYBT
$2.06B
$2.78M ﹤0.01%
42,791
-10,468