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
MCGA
4226
Yorkville Acquisition Corp
MCGA
$239M
$303K ﹤0.01%
29,905
-37,637
SFST icon
4227
Southern First Bancshares
SFST
$479M
$303K ﹤0.01%
5,876
-1,884
SSUS icon
4228
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$555M
$302K ﹤0.01%
+6,200
DYORU
4229
Insight Digital Partners II Units
DYORU
$302K ﹤0.01%
+30,000
IIIV icon
4230
i3 Verticals
IIIV
$490M
$302K ﹤0.01%
11,982
+954
FAS icon
4231
Direxion Daily Financial Bull 3x Shares
FAS
$2.1B
$302K ﹤0.01%
1,793
+209
MRBK icon
4232
Meridian
MRBK
$240M
$301K ﹤0.01%
17,110
+7,562
LAFAU
4233
LaFayette Acquisition Corp Unit
LAFAU
$105M
$301K ﹤0.01%
+30,000
CSQ icon
4234
Calamos Strategic Total Return Fund
CSQ
$3.02B
$301K ﹤0.01%
15,651
+11,973
CVLC icon
4235
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$700M
$299K ﹤0.01%
3,553
-1,958
KRNT icon
4236
Kornit Digital
KRNT
$734M
$298K ﹤0.01%
20,701
-356
DLS icon
4237
WisdomTree International SmallCap Dividend Fund
DLS
$1.09B
$298K ﹤0.01%
3,674
-1
LXEO icon
4238
Lexeo Therapeutics
LXEO
$461M
$297K ﹤0.01%
29,861
+15,502
PSCI icon
4239
Invesco S&P SmallCap Industrials ETF
PSCI
$175M
$295K ﹤0.01%
1,967
-72
GARP
4240
iShares MSCI USA Quality GARP ETF
GARP
$1.24B
$295K ﹤0.01%
4,327
+2,189
PRSU
4241
Pursuit Attractions and Hospitality Inc
PRSU
$1.04B
$294K ﹤0.01%
8,718
-64
POCT icon
4242
Innovator US Equity Power Buffer ETF October
POCT
$1.07B
$294K ﹤0.01%
6,683
+1,384
IYM icon
4243
iShares US Basic Materials ETF
IYM
$1.29B
$293K ﹤0.01%
1,903
-147
DFIP icon
4244
Dimensional Inflation-Protected Securities ETF
DFIP
$1.08B
$293K ﹤0.01%
7,046
+2,068
QCLN icon
4245
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$601M
$292K ﹤0.01%
6,538
+604
BIOA
4246
BioAge Labs
BIOA
$817M
$291K ﹤0.01%
22,029
-14,819
RSPM icon
4247
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$188M
$291K ﹤0.01%
8,551
-9
MAYT icon
4248
AllianzIM U.S. Equity Buffer10 May ETF
MAYT
$18.6M
$291K ﹤0.01%
7,877
ACIO icon
4249
Aptus Collared Investment Opportunity ETF
ACIO
$2.19B
$290K ﹤0.01%
6,639
+3,182
QDPL icon
4250
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.44B
$290K ﹤0.01%
6,827
-3,236