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
XHYT icon
3776
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
$48.1M
$739K ﹤0.01%
21,370
+5,074
EQIN
3777
Columbia U.S. Equity Income ETF
EQIN
$276M
$739K ﹤0.01%
15,563
CPSM
3778
Calamos S&P 500 Structured Alt Protection ETF - May
CPSM
$54.7M
$736K ﹤0.01%
25,728
-1,750
BKDV
3779
BNY Mellon Dynamic Value ETF
BKDV
$906M
$733K ﹤0.01%
+25,250
CLOV icon
3780
Clover Health Investments
CLOV
$1.04B
$732K ﹤0.01%
311,492
-3,753
CMCL icon
3781
Caledonia Mining Corp
CMCL
$579M
$731K ﹤0.01%
27,942
+20,554
AAPR icon
3782
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$55M
$731K ﹤0.01%
25,721
+4,768
OPK icon
3783
Opko Health
OPK
$944M
$731K ﹤0.01%
579,778
+52,367
TRDA icon
3784
Entrada Therapeutics
TRDA
$416M
$727K ﹤0.01%
70,761
-63,117
PLPC icon
3785
Preformed Line Products
PLPC
$1.37B
$727K ﹤0.01%
3,516
+679
QTRX icon
3786
Quanterix
QTRX
$268M
$725K ﹤0.01%
114,021
-113,750
DGRS icon
3787
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$378M
$724K ﹤0.01%
14,598
+1,571
IRWD icon
3788
Ironwood Pharmaceuticals
IRWD
$732M
$723K ﹤0.01%
214,607
+102,450
BLOK icon
3789
Amplify Blockchain Technology ETF
BLOK
$1.06B
$722K ﹤0.01%
12,697
-5,384
SWBI icon
3790
Smith & Wesson
SWBI
$523M
$722K ﹤0.01%
73,110
-13,658
LYTS icon
3791
LSI Industries
LYTS
$700M
$721K ﹤0.01%
39,366
+3,247
FRGE icon
3792
Forge Global Holdings
FRGE
$618M
$721K ﹤0.01%
16,177
+9,682
AGZ icon
3793
iShares Agency Bond ETF
AGZ
$574M
$719K ﹤0.01%
6,521
-488
MBUU icon
3794
Malibu Boats
MBUU
$586M
$718K ﹤0.01%
25,441
+14,505
LPL icon
3795
LG Display
LPL
$4B
$716K ﹤0.01%
170,139
+168,734
NFE icon
3796
New Fortress Energy
NFE
$347M
$716K ﹤0.01%
627,931
-108,392
NECB icon
3797
Northeast Community Bancorp
NECB
$324M
$715K ﹤0.01%
31,636
-5,256
LEMB icon
3798
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$822M
$715K ﹤0.01%
+17,203
GEVO icon
3799
Gevo
GEVO
$451M
$715K ﹤0.01%
357,307
+250,566
SOCA
3800
Solarius Capital Acquisition Corp
SOCA
$238M
$713K ﹤0.01%
70,992