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
BW icon
3926
Babcock & Wilcox
BW
$1.08B
$537K ﹤0.01%
+84,663
ALCO icon
3927
Alico
ALCO
$313M
$536K ﹤0.01%
14,742
-1,654
SMRT icon
3928
SmartRent
SMRT
$307M
$535K ﹤0.01%
264,877
-60,270
CGCTU
3929
Cartesian Growth Corp III Unit
CGCTU
$535K ﹤0.01%
50,000
-50,000
NLOP
3930
Net Lease Office Properties
NLOP
$293M
$534K ﹤0.01%
20,693
+2,421
AAM
3931
DELISTED
AA Mission Acquisition Corp
AAM
$534K ﹤0.01%
50,000
-50,000
GPAT
3932
GP-Act III Acquisition Corp
GPAT
$533K ﹤0.01%
49,816
+82
TCMD icon
3933
Tactile Systems Technology
TCMD
$591M
$532K ﹤0.01%
18,352
-39,062
EGY icon
3934
Vaalco Energy
EGY
$514M
$532K ﹤0.01%
146,144
+6,006
TVA
3935
Texas Ventures Acquisition III Corp
TVA
$321M
$531K ﹤0.01%
49,880
-99,912
DNOV icon
3936
FT Vest US Equity Deep Buffer ETF November
DNOV
$376M
$531K ﹤0.01%
10,873
+9,094
INVX
3937
Innovex International
INVX
$1.71B
$531K ﹤0.01%
24,278
-5,730
NFBK icon
3938
Northfield Bancorp
NFBK
$568M
$530K ﹤0.01%
46,405
-60,062
NAT icon
3939
Nordic American Tanker
NAT
$961M
$530K ﹤0.01%
154,182
-11,141
OACC
3940
Oaktree Acquisition Corp III Life Sciences
OACC
$261M
$530K ﹤0.01%
49,894
-24,923
MBAV
3941
M3-Brigade Acquisition V Corp
MBAV
$385M
$530K ﹤0.01%
49,847
+15,215
ANAB icon
3942
AnaptysBio
ANAB
$1.47B
$529K ﹤0.01%
10,916
-3,936
SBXD
3943
SilverBox Corp IV
SBXD
$271M
$529K ﹤0.01%
50,000
UHAL icon
3944
U-Haul Holding Co
UHAL
$9.44B
$528K ﹤0.01%
10,465
+831
BLUWU
3945
Blue Water Acquisition Corp III Unit
BLUWU
$528K ﹤0.01%
50,000
-100,000
POLE
3946
Andretti Acquisition Corp II
POLE
$313M
$526K ﹤0.01%
+49,873
KMTS
3947
Kestra Medical Technologies
KMTS
$1.57B
$525K ﹤0.01%
19,789
+5,364
NBP
3948
NovaBridge Biosciences American Depositary Shares
NBP
$370M
$525K ﹤0.01%
131,830
-18,334
PVLA
3949
Palvella Therapeutics
PVLA
$965M
$524K ﹤0.01%
5,006
+668
ACTG icon
3950
Acacia Research
ACTG
$387M
$524K ﹤0.01%
140,037
+37,006