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
PTF icon
3801
Invesco Dorsey Wright Technology Momentum ETF
PTF
$418M
$711K ﹤0.01%
9,290
+157
CWB icon
3802
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.21B
$708K ﹤0.01%
7,931
+106
AVBC
3803
Avidia Bancorp
AVBC
$353M
$707K ﹤0.01%
42,073
+42,064
GDE icon
3804
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$665M
$704K ﹤0.01%
11,430
+7,573
PSCW icon
3805
Pacer Swan SOS Conservative April ETF
PSCW
$59.6M
$704K ﹤0.01%
25,253
+23,722
JOUT icon
3806
Johnson Outdoors
JOUT
$519M
$703K ﹤0.01%
16,550
+10,032
SRI icon
3807
Stoneridge
SRI
$247M
$702K ﹤0.01%
121,239
-211,606
ROBO icon
3808
ROBO Global Robotics & Automation Index ETF
ROBO
$1.66B
$699K ﹤0.01%
10,084
+282
TEF
3809
DELISTED
Telefonica
TEF
$697K ﹤0.01%
172,216
-67,136
DWAS icon
3810
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$397M
$695K ﹤0.01%
7,180
+5,052
IBDZ
3811
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$681M
$694K ﹤0.01%
26,335
-54,406
FIP icon
3812
FTAI Infrastructure
FIP
$698M
$694K ﹤0.01%
150,589
+77,103
RMR icon
3813
The RMR Group
RMR
$291M
$692K ﹤0.01%
46,438
+5,924
MBI icon
3814
MBIA
MBI
$305M
$692K ﹤0.01%
96,608
-30,239
WASH icon
3815
Washington Trust Bancorp
WASH
$683M
$691K ﹤0.01%
23,385
-20,733
NUBD icon
3816
Nuveen ESG US Aggregate Bond ETF
NUBD
$478M
$689K ﹤0.01%
30,812
-2,669
WSBF icon
3817
Waterstone Financial
WSBF
$332M
$688K ﹤0.01%
41,590
-10,311
FXR icon
3818
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$791M
$688K ﹤0.01%
8,608
+1,815
ICOW icon
3819
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.62B
$687K ﹤0.01%
17,768
+900
KLAR
3820
Klarna Group
KLAR
$6.83B
$687K ﹤0.01%
23,771
-412,016
FLJJ icon
3821
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$9.62M
$687K ﹤0.01%
21,442
DFH icon
3822
Dream Finders Homes
DFH
$1.95B
$685K ﹤0.01%
40,063
+25,823
BOOM icon
3823
DMC Global
BOOM
$175M
$685K ﹤0.01%
102,325
-69,664
USAS
3824
Americas Gold and Silver
USAS
$2.43B
$684K ﹤0.01%
133,886
-415,290
JULU
3825
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$140M
$684K ﹤0.01%
23,024
-809