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
SCHC icon
3551
Schwab International Small-Cap Equity ETF
SCHC
$5.54B
$1.14M ﹤0.01%
24,928
+12,158
RES icon
3552
RPC Inc
RES
$1.28B
$1.13M ﹤0.01%
208,604
-238,551
BWMN icon
3553
Bowman Consulting
BWMN
$587M
$1.13M ﹤0.01%
34,362
-65,947
KRT icon
3554
Karat Packaging
KRT
$518M
$1.13M ﹤0.01%
50,185
+14,347
ISCB icon
3555
iShares Morningstar Small-Cap ETF
ISCB
$266M
$1.13M ﹤0.01%
17,394
+989
SIGA icon
3556
SIGA Technologies
SIGA
$486M
$1.13M ﹤0.01%
184,966
-26,089
TFIN icon
3557
Triumph Financial Inc
TFIN
$1.47B
$1.13M ﹤0.01%
18,043
-94
TQQQ icon
3558
ProShares UltraPro QQQ
TQQQ
$26.8B
$1.13M ﹤0.01%
21,408
-1,906
WTI icon
3559
W&T Offshore
WTI
$336M
$1.12M ﹤0.01%
687,848
+430,213
EDV icon
3560
Vanguard World Funds Extended Duration ETF
EDV
$4.06B
$1.12M ﹤0.01%
17,233
+421
HVMC
3561
Highview Merger Corp
HVMC
$296M
$1.12M ﹤0.01%
+111,904
VNLA icon
3562
Janus Henderson Short Duration Income ETF
VNLA
$2.97B
$1.12M ﹤0.01%
22,693
-99,786
OBE
3563
Obsidian Energy
OBE
$515M
$1.11M ﹤0.01%
156,571
+11,605
UMC icon
3564
United Microelectronic
UMC
$26.2B
$1.11M ﹤0.01%
141,340
-466,693
NKTX icon
3565
Nkarta
NKTX
$140M
$1.11M ﹤0.01%
598,985
+40,145
LGN
3566
Legence Corp
LGN
$2.93B
$1.11M ﹤0.01%
+25,707
TRUP icon
3567
Trupanion
TRUP
$1.21B
$1.11M ﹤0.01%
29,585
-48,064
JPMB icon
3568
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$69.2M
$1.1M ﹤0.01%
+27,197
WRLD icon
3569
World Acceptance Corp
WRLD
$647M
$1.1M ﹤0.01%
7,806
-10,578
PCY icon
3570
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.32B
$1.1M ﹤0.01%
50,560
-4,263
GENI icon
3571
Genius Sports
GENI
$1.38B
$1.09M ﹤0.01%
99,050
-1,194,122
ARES.PRB
3572
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.31B
$1.09M ﹤0.01%
21,590
-59,619
PAMC icon
3573
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$60.5M
$1.09M ﹤0.01%
23,308
+4,100
TGLS icon
3574
Tecnoglass
TGLS
$2.47B
$1.09M ﹤0.01%
21,563
-11,897
LCID icon
3575
Lucid Motors
LCID
$3.33B
$1.08M ﹤0.01%
102,496
+31,569