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
ASIC
3701
Ategrity Specialty Insurance
ASIC
$832M
$869K ﹤0.01%
41,364
+38,799
HVT icon
3702
Haverty Furniture Companies
HVT
$422M
$868K ﹤0.01%
37,142
-10
JHML icon
3703
John Hancock Multifactor Large Cap ETF
JHML
$1.07B
$865K ﹤0.01%
10,837
-2,188
BF.A icon
3704
Brown-Forman Class A
BF.A
$14B
$865K ﹤0.01%
32,887
+16,483
DOMO icon
3705
Domo
DOMO
$171M
$864K ﹤0.01%
102,477
-38,882
VCEB icon
3706
Vanguard ESG US Corporate Bond ETF
VCEB
$1.05B
$863K ﹤0.01%
13,556
-27,128
QSIG
3707
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$49.2M
$857K ﹤0.01%
17,486
-25,976
NWL icon
3708
Newell Brands
NWL
$1.97B
$855K ﹤0.01%
229,850
+12,526
PACB icon
3709
Pacific Biosciences
PACB
$516M
$854K ﹤0.01%
456,908
-11,972
THRY icon
3710
Thryv Holdings
THRY
$158M
$854K ﹤0.01%
141,188
-8,476
FOA icon
3711
Finance of America Companies
FOA
$172M
$853K ﹤0.01%
35,235
-4,959
BMAR icon
3712
Innovator US Equity Buffer ETF March
BMAR
$179M
$852K ﹤0.01%
16,059
+10
OPRT icon
3713
Oportun Financial
OPRT
$219M
$851K ﹤0.01%
160,810
-59,431
FOCT icon
3714
FT Vest US Equity Buffer ETF October
FOCT
$1.1B
$851K ﹤0.01%
17,364
+15,298
PENN icon
3715
PENN Entertainment
PENN
$1.57B
$846K ﹤0.01%
57,349
-1,069,725
INDI icon
3716
indie Semiconductor
INDI
$760M
$844K ﹤0.01%
239,151
-3,105
FTC icon
3717
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.27B
$844K ﹤0.01%
5,276
-288
PUBM icon
3718
PubMatic
PUBM
$304M
$842K ﹤0.01%
94,931
-253,254
AKRE
3719
Akre Focus ETF
AKRE
$7.73B
$840K ﹤0.01%
+12,822
FOXF icon
3720
Fox Factory Holding Corp
FOXF
$807M
$839K ﹤0.01%
49,041
-6,265
BCML icon
3721
BayCom
BCML
$334M
$836K ﹤0.01%
28,427
-7,258
FCRS
3722
FutureCrest Acquisition Corp
FCRS
$363M
$834K ﹤0.01%
+82,588
MAZE
3723
Maze Therapeutics
MAZE
$2.21B
$829K ﹤0.01%
20,007
+12,117
LABU icon
3724
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$536M
$824K ﹤0.01%
5,168
-29,102
XPEL icon
3725
XPEL
XPEL
$1.49B
$823K ﹤0.01%
16,491
-67,769