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
ANIK icon
4201
Anika Therapeutics
ANIK
$147M
$320K ﹤0.01%
33,334
+6,471
ELVN icon
4202
Enliven Therapeutics
ELVN
$1.59B
$319K ﹤0.01%
20,701
-4,117
JBIO
4203
Jade Biosciences
JBIO
$741M
$318K ﹤0.01%
20,599
+7,401
FSTR icon
4204
Foster
FSTR
$329M
$317K ﹤0.01%
11,761
-2,302
KALV icon
4205
KalVista Pharmaceuticals
KALV
$754M
$314K ﹤0.01%
19,454
-1,305
SOC icon
4206
Sable Offshore Corp
SOC
$1.29B
$314K ﹤0.01%
34,830
-124,408
NHICU
4207
NewHold Investment Corp III Units
NHICU
$314K ﹤0.01%
30,000
-3,366
ALISU
4208
Calisa Acquisition Corp Units
ALISU
$314K ﹤0.01%
+30,000
TFSL icon
4209
TFS Financial
TFSL
$4.19B
$313K ﹤0.01%
23,417
-3,533
PMAR icon
4210
Innovator US Equity Power Buffer ETF March
PMAR
$607M
$313K ﹤0.01%
6,959
CPS icon
4211
Cooper-Standard Automotive
CPS
$797M
$313K ﹤0.01%
9,522
-35,042
AKBA icon
4212
Akebia Therapeutics
AKBA
$321M
$312K ﹤0.01%
194,026
-800,155
OLPX icon
4213
Olaplex Holdings
OLPX
$1.04B
$312K ﹤0.01%
232,889
+175,971
LCCCU
4214
Lakeshore Acquisition III Corp Unit
LCCCU
$312K ﹤0.01%
30,000
EELV icon
4215
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$453M
$311K ﹤0.01%
11,346
-772
ALTG icon
4216
Alta Equipment Group
ALTG
$214M
$310K ﹤0.01%
67,354
-132,080
TUSK icon
4217
Mammoth Energy Services
TUSK
$111M
$307K ﹤0.01%
165,984
-16,797
VIA
4218
Via Transportation Inc
VIA
$1.46B
$307K ﹤0.01%
+10,575
VG
4219
Venture Global Inc
VG
$22.9B
$307K ﹤0.01%
44,972
-968
FEBT icon
4220
AllianzIM U.S. Equity Buffer10 Feb ETF
FEBT
$100M
$307K ﹤0.01%
8,045
-5,431
API
4221
Agora
API
$412M
$305K ﹤0.01%
74,982
-14,450
DAAQ
4222
Digital Asset Acquisition Corp
DAAQ
$235M
$305K ﹤0.01%
29,908
-4,932
FBTC icon
4223
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.07B
$305K ﹤0.01%
3,996
+3,149
PRFD icon
4224
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$217M
$304K ﹤0.01%
5,909
-13,621
PWB icon
4225
Invesco Large Cap Growth ETF
PWB
$1.52B
$304K ﹤0.01%
2,391
+70