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
XSVM icon
3676
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$598M
$906K ﹤0.01%
15,863
+14,656
WFC.PRL icon
3677
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.94B
$904K ﹤0.01%
746
-39
UGL icon
3678
ProShares Ultra Gold
UGL
$1.33B
$904K ﹤0.01%
16,280
+9,148
MITK icon
3679
Mitek Systems
MITK
$607M
$903K ﹤0.01%
85,580
-101,764
GPCR icon
3680
Structure Therapeutics
GPCR
$4.95B
$901K ﹤0.01%
12,956
-45,192
TWO
3681
Two Harbors Investment
TWO
$1.2B
$899K ﹤0.01%
85,624
-87,276
CCRP
3682
Columbia Corporate Bond ETF
CCRP
$899K ﹤0.01%
+45,000
DC icon
3683
Dakota Gold
DC
$750M
$899K ﹤0.01%
158,193
+118,276
FBLA
3684
FB Bancorp
FBLA
$220M
$898K ﹤0.01%
69,895
-8,406
AOM icon
3685
iShares Core Moderate Allocation ETF
AOM
$1.7B
$898K ﹤0.01%
18,808
-25,039
DJCO icon
3686
Daily Journal
DJCO
$706M
$897K ﹤0.01%
1,841
+2
NRIX icon
3687
Nurix Therapeutics
NRIX
$1.6B
$897K ﹤0.01%
47,288
-245
TAXS
3688
Northern Trust Short-Term Tax-Exempt Bond ETF
TAXS
$65.9M
$896K ﹤0.01%
17,800
-22,200
USAR
3689
USA Rare Earth Inc
USAR
$4.23B
$890K ﹤0.01%
74,779
+32,092
LPTH icon
3690
Lightpath Technologies
LPTH
$665M
$889K ﹤0.01%
82,324
+59,219
DFSU icon
3691
Dimensional US Sustainability Core 1 ETF
DFSU
$1.9B
$889K ﹤0.01%
20,463
+8,556
DAUG icon
3692
FT Vest US Equity Deep Buffer ETF August
DAUG
$347M
$887K ﹤0.01%
20,011
+18,235
NN icon
3693
NextNav
NN
$2.17B
$887K ﹤0.01%
53,290
-52,176
JNUG icon
3694
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$752M
$882K ﹤0.01%
4,272
-1,694
JRVR icon
3695
James River Group Holdings
JRVR
$316M
$878K ﹤0.01%
138,063
-18,261
AG icon
3696
First Majestic Silver
AG
$11.3B
$877K ﹤0.01%
52,621
-5,714
PSO icon
3697
Pearson
PSO
$7.94B
$875K ﹤0.01%
62,357
-152,290
HDSN
3698
Hudson Technologies
HDSN
$318M
$874K ﹤0.01%
127,571
-15,327
FXG icon
3699
First Trust Consumer Staples AlphaDEX Fund
FXG
$256M
$873K ﹤0.01%
14,388
+1,793
FDTX icon
3700
Fidelity Disruptive Technology ETF
FDTX
$181M
$870K ﹤0.01%
21,358
+3,006