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
DJUN icon
4076
FT Vest US Equity Deep Buffer ETF June
DJUN
$279M
$425K ﹤0.01%
8,972
-9,659
CEPV
4077
Cantor Equity Partners V
CEPV
$323M
$423K ﹤0.01%
+41,304
KRSP
4078
Rice Acquisition Corporation 3
KRSP
$476M
$422K ﹤0.01%
+41,199
TG icon
4079
Tredegar Corp
TG
$302M
$422K ﹤0.01%
58,759
-25,028
DSGR icon
4080
Distribution Solutions Group
DSGR
$1.43B
$420K ﹤0.01%
15,326
+246
YB
4081
Yuanbao Inc
YB
$916M
$419K ﹤0.01%
20,666
-12,560
FIGS icon
4082
FIGS
FIGS
$1.69B
$419K ﹤0.01%
36,841
-685
BBH icon
4083
VanEck Biotech ETF
BBH
$388M
$417K ﹤0.01%
2,202
-614
PFF icon
4084
iShares Preferred and Income Securities ETF
PFF
$14.1B
$417K ﹤0.01%
13,459
+2,670
KURA icon
4085
Kura Oncology
KURA
$723M
$417K ﹤0.01%
40,101
+6,065
HIDV icon
4086
AB US High Dividend ETF
HIDV
$149M
$416K ﹤0.01%
5,156
-155
CMBS icon
4087
iShares CMBS ETF
CMBS
$502M
$415K ﹤0.01%
8,464
-2,774
PAY icon
4088
Paymentus
PAY
$2.9B
$414K ﹤0.01%
13,105
-610,481
MEG icon
4089
Montrose Environmental
MEG
$724M
$413K ﹤0.01%
16,629
+680
CHMG icon
4090
Chemung Financial Corp
CHMG
$286M
$412K ﹤0.01%
7,378
-9,374
PTRB icon
4091
PGIM Total Return Bond ETF
PTRB
$829M
$411K ﹤0.01%
+9,783
ZH
4092
Zhihu
ZH
$314M
$411K ﹤0.01%
125,387
+55,805
MCGAU
4093
Yorkville Acquisition Corp Unit
MCGAU
$157M
$411K ﹤0.01%
40,000
CSWC icon
4094
Capital Southwest
CSWC
$1.37B
$410K ﹤0.01%
18,518
-6,791
OUSA icon
4095
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$793M
$410K ﹤0.01%
7,106
GSUS icon
4096
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.96B
$409K ﹤0.01%
4,337
-4,525
NPAC
4097
New Providence Acquisition Corp III
NPAC
$396M
$409K ﹤0.01%
39,835
-4,879
MCBS icon
4098
MetroCity Bankshares
MCBS
$837M
$409K ﹤0.01%
15,398
-12,220
TRMD icon
4099
TORM
TRMD
$2.62B
$409K ﹤0.01%
+20,868
KDK
4100
Kodiak AI
KDK
$1.56B
$408K ﹤0.01%
37,357
+32,083