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
IYLD icon
4026
iShares Morningstar Multi-Asset Income ETF
IYLD
$132M
$483K ﹤0.01%
22,537
GLRE icon
4027
Greenlight Captial
GLRE
$481M
$481K ﹤0.01%
32,971
-8,872
EAOA icon
4028
iShares ESG Aware Aggressive Allocation ETF
EAOA
$35.1M
$480K ﹤0.01%
11,605
+101
MCS icon
4029
Marcus Corp
MCS
$492M
$478K ﹤0.01%
30,845
-86,227
PERI icon
4030
Perion Network
PERI
$349M
$478K ﹤0.01%
49,935
-76,276
VLGEA icon
4031
Village Super Market
VLGEA
$586M
$478K ﹤0.01%
13,502
-2,553
HTT
4032
High Templar Tech Ltd
HTT
$451M
$478K ﹤0.01%
134,530
-107,130
PANL icon
4033
Pangaea Logistics
PANL
$551M
$476K ﹤0.01%
69,169
+57,157
KRBN icon
4034
KraneShares Global Carbon Strategy ETF
KRBN
$143M
$475K ﹤0.01%
13,426
+771
EP.PRC icon
4035
El Paso Energy Capital Trust I
EP.PRC
$223M
$474K ﹤0.01%
9,645
+4,250
AMBP icon
4036
Ardagh Metal Packaging
AMBP
$2.9B
$473K ﹤0.01%
115,432
-952,614
BCSF icon
4037
Bain Capital Specialty
BCSF
$880M
$471K ﹤0.01%
33,850
-31,539
ABUS icon
4038
Arbutus Biopharma
ABUS
$765M
$471K ﹤0.01%
97,875
-354
CWBC
4039
Community West Bancshares
CWBC
$468M
$470K ﹤0.01%
20,901
-8,457
CGW icon
4040
Invesco S&P Global Water Index ETF
CGW
$1.09B
$470K ﹤0.01%
7,453
+500
KGEI
4041
Kolibri Global Energy
KGEI
$134M
$467K ﹤0.01%
118,745
-30,711
AIP icon
4042
Arteris
AIP
$665M
$466K ﹤0.01%
30,055
+18,276
SERV
4043
Serve Robotics
SERV
$712M
$463K ﹤0.01%
44,613
+6,191
DGICA icon
4044
Donegal Group Class A
DGICA
$685M
$463K ﹤0.01%
23,171
+459
MBX
4045
MBX Biosciences
MBX
$1.71B
$462K ﹤0.01%
14,645
+8,470
ONEW icon
4046
OneWater Marine
ONEW
$199M
$461K ﹤0.01%
42,616
+34,487
OFLX icon
4047
Omega Flex
OFLX
$372M
$459K ﹤0.01%
15,598
-5,532
RAPP
4048
Rapport Therapeutics
RAPP
$1.33B
$459K ﹤0.01%
15,129
+5,145
LMB icon
4049
Limbach Holdings
LMB
$1.02B
$459K ﹤0.01%
5,894
-310
XISE icon
4050
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$57.4M
$457K ﹤0.01%
15,028
-1,396