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
WOLF icon
3726
Wolfspeed
WOLF
$800M
$820K ﹤0.01%
47,124
+43,111
BLV icon
3727
Vanguard Long-Term Bond ETF
BLV
$6.08B
$820K ﹤0.01%
11,798
-280,574
BVS icon
3728
Bioventus
BVS
$554M
$819K ﹤0.01%
110,090
-4,687
XSD icon
3729
State Street SPDR S&P Semiconductor ETF
XSD
$1.79B
$818K ﹤0.01%
2,545
-4
IYT icon
3730
iShares US Transportation ETF
IYT
$1.14B
$813K ﹤0.01%
10,909
-79,585
FNDC icon
3731
Schwab Fundamental International Small Company Index ETF
FNDC
$3.37B
$812K ﹤0.01%
18,216
-691
NOAH
3732
Noah Holdings
NOAH
$792M
$811K ﹤0.01%
80,788
+54,298
IAI icon
3733
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.76B
$807K ﹤0.01%
4,498
+1,264
AVTX icon
3734
Avalo Therapeutics
AVTX
$264M
$807K ﹤0.01%
44,431
+42,858
ELVR
3735
Elevra Lithium Ltd
ELVR
$875M
$804K ﹤0.01%
15,300
-4,804
AMLX icon
3736
Amylyx Pharmaceuticals
AMLX
$1.55B
$804K ﹤0.01%
66,547
+30,703
PAYS icon
3737
Paysign
PAYS
$187M
$802K ﹤0.01%
155,648
+107,325
JPME icon
3738
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$420M
$801K ﹤0.01%
7,373
-152
GII icon
3739
State Street SPDR S&P Global Infrastructure ETF
GII
$761M
$799K ﹤0.01%
11,446
+1,400
ARKW icon
3740
ARK Web x.0 ETF
ARKW
$1.64B
$798K ﹤0.01%
5,401
-9,094
NX icon
3741
Quanex
NX
$1.01B
$795K ﹤0.01%
51,659
+15,926
DWM icon
3742
WisdomTree International Equity Fund
DWM
$685M
$792K ﹤0.01%
11,524
-531
SENEA icon
3743
Seneca Foods Class A
SENEA
$865M
$792K ﹤0.01%
7,159
-6,892
RPD icon
3744
Rapid7
RPD
$470M
$792K ﹤0.01%
52,101
-98,349
FBIZ icon
3745
First Business Financial Services
FBIZ
$486M
$792K ﹤0.01%
14,580
-1,605
MLPA icon
3746
Global X MLP ETF
MLPA
$2.08B
$790K ﹤0.01%
16,315
+9,045
ZBIO
3747
Zenas BioPharma
ZBIO
$1.42B
$789K ﹤0.01%
21,726
+15,178
TEN
3748
Tsakos Energy Navigation Ltd
TEN
$853M
$785K ﹤0.01%
35,000
MOV icon
3749
Movado Group
MOV
$539M
$783K ﹤0.01%
37,972
-41,650
EXPI icon
3750
eXp World Holdings
EXPI
$1.2B
$782K ﹤0.01%
86,404
-550,075