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
OYSEU
3601
Oyster Enterprises II Acquisition Corp Units
OYSEU
$1.04M ﹤0.01%
100,000
FFIC icon
3602
Flushing Financial
FFIC
$563M
$1.04M ﹤0.01%
68,767
-28,941
NWAX.U
3603
New America Acquisition I Corp Units
NWAX.U
$1.04M ﹤0.01%
+100,000
ASPI icon
3604
ASP Isotopes
ASPI
$653M
$1.04M ﹤0.01%
194,479
-180,237
ZIP icon
3605
ZipRecruiter
ZIP
$145M
$1.04M ﹤0.01%
266,032
+124,679
AIOT
3606
PowerFleet Inc
AIOT
$522M
$1.04M ﹤0.01%
194,896
-7,953
NHIC
3607
NewHold Investment Corp III
NHIC
$288M
$1.03M ﹤0.01%
99,888
+82
TVAIU
3608
Thayer Ventures Acquisition Corporation II Unit
TVAIU
$1.03M ﹤0.01%
100,000
NVEC icon
3609
NVE Corp
NVEC
$320M
$1.03M ﹤0.01%
17,366
-30,081
TACOU
3610
Berto Acquisition Corp Unit
TACOU
$258M
$1.03M ﹤0.01%
100,000
LOKV
3611
Live Oak Acquisition Corp V
LOKV
$297M
$1.03M ﹤0.01%
99,877
+60,090
CGCT
3612
Cartesian Growth Corp III
CGCT
$355M
$1.03M ﹤0.01%
+99,853
FLDB icon
3613
Fidelity Low Duration Bond ETF
FLDB
$394M
$1.03M ﹤0.01%
20,372
-859
BJRI icon
3614
BJ's Restaurants
BJRI
$857M
$1.03M ﹤0.01%
26,053
-188,672
PCAPU
3615
ProCap Acquisition Corp Unit
PCAPU
$210M
$1.02M ﹤0.01%
100,000
SMHI icon
3616
SEACOR Marine Holdings
SMHI
$195M
$1.02M ﹤0.01%
170,080
-1,310
BCAL icon
3617
Southern California Bancorp
BCAL
$612M
$1.02M ﹤0.01%
54,753
+35,676
PACHU
3618
Pioneer Acquisition I Corp Units
PACHU
$225M
$1.02M ﹤0.01%
100,000
BOXX icon
3619
Alpha Architect 1-3 Month Box ETF
BOXX
$9.72B
$1.02M ﹤0.01%
8,859
-441
LWACU
3620
LightWave Acquisition Corp Units
LWACU
$197M
$1.02M ﹤0.01%
100,000
SMP icon
3621
Standard Motor Products
SMP
$976M
$1.02M ﹤0.01%
27,598
-23,392
SIXO icon
3622
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$404M
$1.01M ﹤0.01%
29,182
+15,693
SNDR icon
3623
Schneider National
SNDR
$5.04B
$1.01M ﹤0.01%
38,193
-1,918
IPCX
3624
Inflection Point Acquisition Corp III
IPCX
$350M
$1.01M ﹤0.01%
99,861
-1,559,898
FNDB icon
3625
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.15B
$1.01M ﹤0.01%
38,073
-1,386