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
PBL icon
3751
PGIM Portfolio Ballast ETF
PBL
$74.9M
$780K ﹤0.01%
+25,235
WTPI
3752
WisdomTree Equity Premium Income Fund
WTPI
$397M
$776K ﹤0.01%
23,508
+22,847
TPIF icon
3753
Timothy Plan International ETF
TPIF
$214M
$775K ﹤0.01%
22,348
-207
FXE icon
3754
Invesco CurrencyShares Euro Currency Trust
FXE
$471M
$775K ﹤0.01%
7,146
+4,748
HNDL icon
3755
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$650M
$775K ﹤0.01%
35,191
-1,378
NRDS icon
3756
NerdWallet
NRDS
$684M
$774K ﹤0.01%
57,151
-40,872
MDIA icon
3757
Mediaco Holding
MDIA
$51.2M
$773K ﹤0.01%
1,332,518
-605,363
FVRR icon
3758
Fiverr
FVRR
$530M
$772K ﹤0.01%
39,080
-5,806
GNE icon
3759
Genie Energy
GNE
$387M
$772K ﹤0.01%
56,006
-36,378
FIGX
3760
FIGX Capital Acquisition Corp
FIGX
$196M
$770K ﹤0.01%
76,493
-149,943
FRMI
3761
Fermi Inc
FRMI
$6.32B
$768K ﹤0.01%
+96,017
MOO icon
3762
VanEck Agribusiness ETF
MOO
$896M
$767K ﹤0.01%
10,537
-3,050
TLK icon
3763
Telkom Indonesia
TLK
$20.7B
$767K ﹤0.01%
36,433
-4,330
CARE icon
3764
Carter Bankshares
CARE
$481M
$760K ﹤0.01%
38,674
-20,444
LUNR icon
3765
Intuitive Machines
LUNR
$2.3B
$757K ﹤0.01%
46,651
-777,781
ILF icon
3766
iShares Latin America 40 ETF
ILF
$4.18B
$756K ﹤0.01%
24,822
-533,563
CMDB
3767
Costamare Bulkers Holdings
CMDB
$469M
$756K ﹤0.01%
49,041
+336
DIV icon
3768
Global X SuperDividend US ETF
DIV
$733M
$749K ﹤0.01%
43,234
+4,604
TS icon
3769
Tenaris
TS
$24.5B
$747K ﹤0.01%
19,415
+2,186
HBT icon
3770
HBT Financial
HBT
$912M
$746K ﹤0.01%
28,860
-2,495
HFWA icon
3771
Heritage Financial
HFWA
$954M
$745K ﹤0.01%
31,511
-5,485
TRVI icon
3772
Trevi Therapeutics
TRVI
$1.33B
$745K ﹤0.01%
59,475
+660
CDNA icon
3773
CareDx
CDNA
$1.01B
$744K ﹤0.01%
39,508
-25,151
BIRK icon
3774
Birkenstock
BIRK
$7.32B
$742K ﹤0.01%
18,130
+11,061
COMT icon
3775
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$676M
$741K ﹤0.01%
29,755
+3,333