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
XCEM icon
3526
Columbia EM Core ex-China ETF
XCEM
$1.58B
$1.19M ﹤0.01%
31,128
+8,438
CLBK icon
3527
Columbia Financial
CLBK
$1.91B
$1.19M ﹤0.01%
76,675
-29,398
OSG
3528
Octave Specialty Group
OSG
$252M
$1.19M ﹤0.01%
152,695
+118,140
TRST icon
3529
Trustco Bank Corp NY
TRST
$824M
$1.19M ﹤0.01%
28,716
-763
GNOV icon
3530
FT Vest US Equity Moderate Buffer ETF November
GNOV
$312M
$1.18M ﹤0.01%
+29,816
NUEM icon
3531
Nuveen ESG Emerging Markets Equity ETF
NUEM
$359M
$1.18M ﹤0.01%
33,165
+104
SMMT icon
3532
Summit Therapeutics
SMMT
$11.1B
$1.18M ﹤0.01%
67,422
-69,204
PWP icon
3533
Perella Weinberg Partners
PWP
$1.43B
$1.18M ﹤0.01%
68,038
-169,980
FIDI icon
3534
Fidelity International High Dividend ETF
FIDI
$264M
$1.17M ﹤0.01%
45,318
+241
NBBK icon
3535
NB Bancorp
NBBK
$1.01B
$1.17M ﹤0.01%
59,213
-60,469
FWRD icon
3536
Forward Air
FWRD
$838M
$1.17M ﹤0.01%
46,900
-454,817
MTA
3537
Metalla Royalty & Streaming
MTA
$693M
$1.17M ﹤0.01%
150,282
+137,971
GPACU
3538
General Purpose Acquisition Corp Units
GPACU
$206M
$1.17M ﹤0.01%
+116,667
CVGW icon
3539
Calavo Growers
CVGW
$466M
$1.17M ﹤0.01%
53,659
-5,084
PAR icon
3540
PAR Technology
PAR
$847M
$1.17M ﹤0.01%
32,140
+147
GSHRU
3541
Gesher Acquisition Corp II Units
GSHRU
$1.17M ﹤0.01%
100,000
BAB icon
3542
Invesco Taxable Municipal Bond ETF
BAB
$1.06B
$1.16M ﹤0.01%
42,791
-4,184
RSKD icon
3543
Riskified
RSKD
$691M
$1.16M ﹤0.01%
232,522
-133,400
VMD icon
3544
Viemed Healthcare
VMD
$315M
$1.15M ﹤0.01%
154,841
+4,921
SMTH icon
3545
ALPS Smith Core Plus Bond ETF
SMTH
$2.5B
$1.15M ﹤0.01%
44,116
+22,202
STAA icon
3546
STAAR Surgical
STAA
$795M
$1.14M ﹤0.01%
49,505
+8,783
MBCN icon
3547
Middlefield Banc Corp
MBCN
$285M
$1.14M ﹤0.01%
33,007
+25,503
HYAC icon
3548
Haymaker Acquisition Corp 4
HYAC
$399M
$1.14M ﹤0.01%
100,000
BGS icon
3549
B&G Foods
BGS
$418M
$1.14M ﹤0.01%
264,512
+14,755
KWT icon
3550
iShares MSCI Kuwait ETF
KWT
$72.4M
$1.14M ﹤0.01%
29,706
+2,562