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
TACHU
3951
Titan Acquisition Corp Units
TACHU
$523K ﹤0.01%
50,000
RDAGU
3952
Republic Digital Acquisition Co Unit
RDAGU
$522K ﹤0.01%
50,000
GAUG icon
3953
FT Vest US Equity Moderate Buffer ETF August
GAUG
$301M
$521K ﹤0.01%
+13,275
GPMT
3954
Granite Point Mortgage Trust
GPMT
$92.7M
$520K ﹤0.01%
216,838
-6,062
JENA.U
3955
Jena Acquisition Corp II Units
JENA.U
$520K ﹤0.01%
50,000
-48,500
RAC
3956
Rithm Acquisition Corp
RAC
$306M
$520K ﹤0.01%
50,000
-65,000
SCHK icon
3957
Schwab 1000 Index ETF
SCHK
$4.87B
$519K ﹤0.01%
15,826
-1,091
MLAC
3958
Mountain Lake Acquisition Corp
MLAC
$324M
$519K ﹤0.01%
+49,873
PAII.U
3959
Pyrophyte Acquisition Corp II Units
PAII.U
$518K ﹤0.01%
50,000
AVIG icon
3960
Avantis Core Fixed Income ETF
AVIG
$1.61B
$518K ﹤0.01%
12,358
+7,641
ONCHU
3961
1RT Acquisition Corp Units
ONCHU
$155M
$518K ﹤0.01%
50,000
PGAC
3962
Pantages Capital Acquisition Corp
PGAC
$115M
$518K ﹤0.01%
49,953
-49,965
ZSEP
3963
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$133M
$517K ﹤0.01%
+19,317
DCOR icon
3964
Dimensional US Core Equity 1 ETF
DCOR
$2.58B
$517K ﹤0.01%
7,025
-160
CVLG icon
3965
Covenant Logistics
CVLG
$716M
$517K ﹤0.01%
23,448
-8,405
EFIV icon
3966
State Street SPDR S&P 500 ESG ETF
EFIV
$990M
$517K ﹤0.01%
7,812
+4,108
DMAA
3967
Drugs Made In America Acquisition Corp
DMAA
$350M
$517K ﹤0.01%
49,821
-49,869
SVACU
3968
Spring Valley Acquisition Corp III Unit
SVACU
$224M
$517K ﹤0.01%
50,000
-10,500
TY icon
3969
TRI-Continental Corp
TY
$1.74B
$516K ﹤0.01%
15,807
+820
CDLR icon
3970
Cadeler
CDLR
$2.27B
$516K ﹤0.01%
27,730
-44,817
LEGH icon
3971
Legacy Housing
LEGH
$529M
$515K ﹤0.01%
26,387
+22,199
FSBW icon
3972
FS Bancorp
FSBW
$316M
$515K ﹤0.01%
12,497
-4,221
EVLV icon
3973
Evolv Technologies
EVLV
$992M
$514K ﹤0.01%
71,806
-35,985
WTGUU
3974
Wintergreen Acquisition Corp Unit
WTGUU
$514K ﹤0.01%
50,000
APADU
3975
A Paradise Acquisition Corp Unit
APADU
$514K ﹤0.01%
50,000
-5,000