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
GGB icon
3826
Gerdau
GGB
$8.14B
$684K ﹤0.01%
185,306
-53,329
DDL
3827
Dingdong
DDL
$626M
$682K ﹤0.01%
273,999
-235,311
EYPT icon
3828
EyePoint Inc
EYPT
$1.07B
$679K ﹤0.01%
37,189
+6,927
TITN icon
3829
Titan Machinery
TITN
$443M
$679K ﹤0.01%
45,148
+13,358
FCVT icon
3830
First Trust SSI Strategic Convertible Securities ETF
FCVT
$110M
$678K ﹤0.01%
15,757
+2,883
NJUL icon
3831
Innovator Growth-100 Power Buffer ETF July
NJUL
$223M
$678K ﹤0.01%
9,334
-2,101
IWMW icon
3832
iShares Russell 2000 BuyWrite ETF
IWMW
$44.6M
$676K ﹤0.01%
17,443
-20,200
PCAP
3833
ProCap Acquisition Corp
PCAP
$322M
$674K ﹤0.01%
66,535
-49,212
WTMF icon
3834
WisdomTree Managed Futures Strategy Fund
WTMF
$209M
$673K ﹤0.01%
17,697
-4,013
SAC.U
3835
Safeguard Acquisition Corp Units
SAC.U
$672K ﹤0.01%
+66,667
NTSK
3836
Netskope Inc
NTSK
$4.68B
$664K ﹤0.01%
37,835
+37,495
SBGI icon
3837
Sinclair Inc
SBGI
$1.04B
$663K ﹤0.01%
43,365
-62,125
PEB.PRE icon
3838
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$89.7M
$663K ﹤0.01%
34,726
-2,370
CCB icon
3839
Coastal Financial
CCB
$1.26B
$660K ﹤0.01%
5,764
-53
TLTX
3840
Global X Treasury Bond Enhanced Income ETF
TLTX
$6.67M
$659K ﹤0.01%
+26,923
INCM icon
3841
Franklin Income Focus ETF
INCM
$1.26B
$658K ﹤0.01%
23,483
-4,020
AMPX icon
3842
Amprius Technologies
AMPX
$1.3B
$658K ﹤0.01%
83,449
-204,267
FBRT
3843
Franklin BSP Realty Trust
FBRT
$722M
$657K ﹤0.01%
65,468
-20,181
KLC
3844
KinderCare Learning Companies
KLC
$512M
$655K ﹤0.01%
151,728
-79,614
VEL icon
3845
Velocity Financial
VEL
$769M
$653K ﹤0.01%
31,435
+1,332
QSPT icon
3846
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$503M
$652K ﹤0.01%
20,571
+15,952
NMAI icon
3847
Nuveen Multi-Asset Income Fund
NMAI
$457M
$642K ﹤0.01%
49,222
+4,152
FXL icon
3848
First Trust Technology AlphaDEX Fund
FXL
$1.37B
$639K ﹤0.01%
3,797
+1,047
OMER icon
3849
Omeros
OMER
$829M
$639K ﹤0.01%
37,191
-378,962
REFI
3850
Chicago Atlantic Real Estate Finance
REFI
$252M
$639K ﹤0.01%
52,081
+4,172