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
ASC icon
3901
Ardmore Shipping
ASC
$553M
$560K ﹤0.01%
52,861
-2,155
UAA icon
3902
Under Armour
UAA
$3.06B
$559K ﹤0.01%
112,438
-136,392
TLX
3903
Telix Pharmaceuticals
TLX
$2.19B
$557K ﹤0.01%
74,368
+49,013
ANSC
3904
Agriculture & Natural Solutions Acquisition Corp
ANSC
$467M
$557K ﹤0.01%
49,824
+144
PKST
3905
Peakstone Realty Trust
PKST
$774M
$555K ﹤0.01%
38,697
-14,757
BCSS
3906
Bain Capital GSS Investment Corp
BCSS
$593M
$555K ﹤0.01%
+55,075
RTACU
3907
Renatus Tactical Acquisition Corp I Unit
RTACU
$190M
$555K ﹤0.01%
50,000
+20,000
OXY.WS icon
3908
Occidental Petroleum Corp Warrants
OXY.WS
$22.7B
0
BWX icon
3909
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.64B
$552K ﹤0.01%
24,489
+4,105
URNJ icon
3910
Sprott Junior Uranium Miners ETF
URNJ
$451M
$552K ﹤0.01%
21,889
SHBI icon
3911
Shore Bancshares
SHBI
$661M
$551K ﹤0.01%
31,154
+8,672
RDW icon
3912
Redwire
RDW
$1.32B
$550K ﹤0.01%
72,407
-504,864
PFIS icon
3913
Peoples Financial Services
PFIS
$568M
$548K ﹤0.01%
11,245
+626
UJUL icon
3914
Innovator US Equity Ultra Buffer ETF July
UJUL
$155M
$547K ﹤0.01%
14,121
-349
DBVT
3915
DBV Technologies
DBVT
$1.15B
$544K ﹤0.01%
28,379
+28,359
MARM icon
3916
FT Vest US Equity Max Buffer ETF March
MARM
$113M
$543K ﹤0.01%
16,441
OABI icon
3917
OmniAb
OABI
$245M
$542K ﹤0.01%
293,168
-469,744
ONCH
3918
1RT Acquisition Corp
ONCH
$220M
$542K ﹤0.01%
53,152
GEM icon
3919
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.37B
$540K ﹤0.01%
12,986
+2,051
JHMD icon
3920
John Hancock Multifactor Developed International ETF
JHMD
$1.18B
$540K ﹤0.01%
13,007
-90
GDEC icon
3921
FT Vest US Equity Moderate Buffer ETF December
GDEC
$492M
$539K ﹤0.01%
14,264
+10,998
GDEN icon
3922
Golden Entertainment
GDEN
$740M
$539K ﹤0.01%
19,821
+11,215
KFRC icon
3923
Kforce
KFRC
$525M
$538K ﹤0.01%
17,403
+22
HOLA
3924
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$282M
$538K ﹤0.01%
+10,294
LOKVU
3925
Live Oak Acquisition Corp V Units
LOKVU
$538K ﹤0.01%
50,000
-44,911