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
NAIL icon
4051
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$698M
$453K ﹤0.01%
9,138
+1,539
MPTI icon
4052
M-tron Industries
MPTI
$180M
$452K ﹤0.01%
8,502
+7,512
ORC
4053
Orchid Island Capital
ORC
$1.38B
$452K ﹤0.01%
62,840
-171,880
MCW icon
4054
Mister Car Wash
MCW
$1.96B
$452K ﹤0.01%
81,300
-646
NJUN
4055
Innovator Growth-100 Power Buffer ETF - June
NJUN
$63.8M
$450K ﹤0.01%
+14,290
XNTK icon
4056
State Street SPDR NYSE Technology ETF
XNTK
$1.52B
$450K ﹤0.01%
1,618
+763
TATT icon
4057
TAT Technologies
TATT
$637M
$449K ﹤0.01%
10,049
-18,412
NIU
4058
Niu Technologies
NIU
$267M
$448K ﹤0.01%
147,769
+140,040
VIOT
4059
Viomi Technology
VIOT
$93.1M
$443K ﹤0.01%
240,993
+982
DHDG
4060
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$70.5M
$443K ﹤0.01%
13,021
-772
SVRA icon
4061
Savara
SVRA
$1.14B
$441K ﹤0.01%
73,059
+9,224
FRPH icon
4062
FRP Holdings
FRPH
$455M
$439K ﹤0.01%
19,282
-21,640
BH.A icon
4063
Biglari Holdings Class A
BH.A
$1.25B
$438K ﹤0.01%
+252
AROW icon
4064
Arrow Financial
AROW
$570M
$438K ﹤0.01%
13,954
-6,243
RHLD
4065
Resolute Holdings Management
RHLD
$1.58B
$437K ﹤0.01%
2,116
-284
NEGG icon
4066
Newegg Commerce
NEGG
$978M
$433K ﹤0.01%
+8,540
BWAY
4067
Brainsway
BWAY
$451M
$432K ﹤0.01%
22,722
+1,083
LAES icon
4068
SEALSQ Corp
LAES
$689M
$432K ﹤0.01%
114,300
+113,973
SIL icon
4069
Global X Silver Miners ETF NEW
SIL
$6.48B
$431K ﹤0.01%
5,158
+2,896
XRT icon
4070
State Street SPDR S&P Retail ETF
XRT
$698M
$429K ﹤0.01%
5,034
-877,188
FVR
4071
FrontView REIT
FVR
$350M
$429K ﹤0.01%
29,062
-5,669
HIMX
4072
Himax Technologies
HIMX
$1.35B
$428K ﹤0.01%
52,270
+39,214
GFEB icon
4073
FT Vest US Equity Moderate Buffer ETF February
GFEB
$296M
$428K ﹤0.01%
10,296
-143
MAPS icon
4074
WM Technology
MAPS
$77.2M
$427K ﹤0.01%
518,030
-994,251
XPH icon
4075
State Street SPDR S&P Pharmaceuticals ETF
XPH
$301M
$426K ﹤0.01%
7,613
-51,086