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
FSBC icon
3126
Five Star Bancorp
FSBC
$867M
$2.3M ﹤0.01%
64,270
+38,935
IXC icon
3127
iShares Global Energy ETF
IXC
$2.4B
$2.3M ﹤0.01%
54,753
+7,619
RSPS icon
3128
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$277M
$2.29M ﹤0.01%
79,015
+732
YINN icon
3129
Direxion Daily FTSE China Bull 3X Shares
YINN
$848M
$2.29M ﹤0.01%
53,811
-20,864
FIVA
3130
Fidelity International Value Factor ETF
FIVA
$509M
$2.29M ﹤0.01%
66,942
+12,269
NEOG icon
3131
Neogen
NEOG
$2.38B
$2.29M ﹤0.01%
327,652
-1,352,560
TIGR
3132
UP Fintech Holding
TIGR
$1.43B
$2.28M ﹤0.01%
238,374
-923,080
FDMO icon
3133
Fidelity Momentum Factor ETF
FDMO
$654M
$2.28M ﹤0.01%
27,113
-6,218
ONC
3134
BeOne Medicines Ltd
ONC
$38.3B
$2.26M ﹤0.01%
7,445
-41,367
IXP icon
3135
iShares Global Comm Services ETF
IXP
$650M
$2.26M ﹤0.01%
18,641
-527
IMCB icon
3136
iShares Morningstar Mid-Cap ETF
IMCB
$1.49B
$2.26M ﹤0.01%
27,311
+2,334
FDLO icon
3137
Fidelity Low Volatility Factor ETF
FDLO
$1.46B
$2.25M ﹤0.01%
33,726
+2,592
WDS icon
3138
Woodside Energy
WDS
$35.4B
$2.25M ﹤0.01%
144,164
+34,852
HLF icon
3139
Herbalife
HLF
$1.64B
$2.25M ﹤0.01%
174,311
+4,733
SGRY icon
3140
Surgery Partners
SGRY
$2B
$2.25M ﹤0.01%
145,417
-178,515
UPRO icon
3141
ProShares UltraPro S&P 500
UPRO
$4.47B
$2.24M ﹤0.01%
19,383
-2,022
HTO
3142
H2O America
HTO
$1.97B
$2.24M ﹤0.01%
45,716
-171,031
TRNS icon
3143
Transcat
TRNS
$707M
$2.23M ﹤0.01%
39,381
+8,662
XMTR icon
3144
Xometry
XMTR
$2.84B
$2.23M ﹤0.01%
37,519
+185
XRX icon
3145
Xerox
XRX
$247M
$2.23M ﹤0.01%
1,411,887
-676,155
WBTN
3146
WEBTOON Entertainment Inc
WBTN
$1.42B
$2.23M ﹤0.01%
171,033
+163,460
NBN icon
3147
Northeast Bank
NBN
$1.03B
$2.23M ﹤0.01%
21,426
+10,008
CLBT icon
3148
Cellebrite
CLBT
$3.58B
$2.21M ﹤0.01%
122,532
-561,310
NTSI icon
3149
WisdomTree International Efficient Core Fund
NTSI
$500M
$2.2M ﹤0.01%
49,818
+37,119
DENN
3150
DELISTED
Denny's
DENN
$2.19M ﹤0.01%
352,556
+331,460