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
KOPN icon
3651
Kopin
KOPN
$388M
$972K ﹤0.01%
415,558
+351,416
DFEN icon
3652
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$486M
$971K ﹤0.01%
15,198
+340
ARTNA icon
3653
Artesian Resources
ARTNA
$348M
$970K ﹤0.01%
30,672
-4,829
LGIH icon
3654
LGI Homes
LGIH
$1.4B
$967K ﹤0.01%
22,513
-38,871
TOUS icon
3655
T. Rowe Price International Equity ETF
TOUS
$1.3B
$967K ﹤0.01%
+28,016
NBOS icon
3656
Neuberger Option Strategy ETF
NBOS
$438M
$966K ﹤0.01%
35,428
+22,148
PPIH icon
3657
Perma-Pipe International
PPIH
$261M
$964K ﹤0.01%
31,752
+1,333
NGS icon
3658
Natural Gas Services Group
NGS
$466M
$964K ﹤0.01%
28,635
-2,562
FENY icon
3659
Fidelity MSCI Energy Index ETF
FENY
$1.61B
$962K ﹤0.01%
38,827
-36,148
OSUR icon
3660
OraSure Technologies
OSUR
$197M
$961K ﹤0.01%
397,085
-1,174,143
QDEC icon
3661
FT Vest Growth-100 Buffer ETF December
QDEC
$583M
$957K ﹤0.01%
29,413
+26,917
LUNG icon
3662
Pulmonx
LUNG
$60.6M
$943K ﹤0.01%
426,779
-70,323
ARKX icon
3663
ARK Space & Defense Innovation ETF
ARKX
$737M
$941K ﹤0.01%
32,458
+1,868
EFAX icon
3664
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$509M
$939K ﹤0.01%
18,605
+1,580
ILPT
3665
Industrial Logistics Properties Trust
ILPT
$364M
$934K ﹤0.01%
168,644
+49,324
MLR icon
3666
Miller Industries
MLR
$508M
$929K ﹤0.01%
24,859
-10,913
CRI icon
3667
Carter's
CRI
$1.46B
$926K ﹤0.01%
28,549
-1,162
IJAN icon
3668
Innovator International Developed Power Buffer ETF January
IJAN
$244M
$922K ﹤0.01%
25,493
-20,140
ZYME icon
3669
Zymeworks
ZYME
$1.7B
$922K ﹤0.01%
35,008
+1,124
ICHR icon
3670
Ichor Holdings
ICHR
$1.61B
$921K ﹤0.01%
49,969
-187,894
FSMD icon
3671
Fidelity Small-Mid Multifactor ETF
FSMD
$2.11B
$919K ﹤0.01%
20,827
-3,958
TKC icon
3672
Turkcell
TKC
$6.14B
$919K ﹤0.01%
167,995
-8,736
TAXT
3673
Northern Trust Tax-Exempt Bond ETF
TAXT
$31.3M
$916K ﹤0.01%
17,800
-22,200
GSBC icon
3674
Great Southern Bancorp
GSBC
$709M
$914K ﹤0.01%
14,855
-1,597
BLES icon
3675
Inspire Global Hope ETF
BLES
$143M
$912K ﹤0.01%
21,103
+1,293