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
OBT icon
4251
Orange County Bancorp
OBT
$472M
$289K ﹤0.01%
10,135
-531
GAL icon
4252
State Street Global Allocation ETF
GAL
$285M
$289K ﹤0.01%
5,848
+220
EEMS icon
4253
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$435M
$288K ﹤0.01%
4,272
-87
PONY
4254
Pony AI Inc
PONY
$6.1B
$288K ﹤0.01%
19,881
+17,771
TGS icon
4255
Transportadora de Gas del Sur
TGS
$4.43B
$288K ﹤0.01%
9,258
-54,315
MNTK icon
4256
Montauk Renewables
MNTK
$243M
$288K ﹤0.01%
172,192
-5,663
BJUN icon
4257
Innovator US Equity Buffer ETF June
BJUN
$136M
$286K ﹤0.01%
6,120
+377
BELFA icon
4258
Bel Fuse Inc Class A
BELFA
$2.73B
$286K ﹤0.01%
1,882
-469
CPAI icon
4259
Counterpoint Quantitative Equity ETF
CPAI
$183M
$285K ﹤0.01%
7,102
+641
BOCT icon
4260
Innovator US Equity Buffer ETF October
BOCT
$315M
$284K ﹤0.01%
5,755
-9,544
BCAX
4261
Bicara Therapeutics
BCAX
$778M
$284K ﹤0.01%
16,847
-8,088
MORT icon
4262
VanEck Mortgage REIT Income ETF
MORT
$377M
$283K ﹤0.01%
+26,896
TEO icon
4263
Telecom Argentina
TEO
$4.92B
$281K ﹤0.01%
+24,245
HUYA
4264
Huya Inc
HUYA
$956M
$280K ﹤0.01%
97,395
+97,375
FLQS icon
4265
Franklin US Small Cap Multifactor Index ETF
FLQS
$72.5M
$280K ﹤0.01%
6,483
+6,114
UWMC icon
4266
UWM Holdings
UWMC
$1.41B
$279K ﹤0.01%
63,688
+40,002
FFTY icon
4267
Innovator IBD 50 ETF
FFTY
$91.8M
$278K ﹤0.01%
7,994
-4,811
HGTY icon
4268
Hagerty
HGTY
$1.21B
$278K ﹤0.01%
20,676
+19,962
UNIY icon
4269
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.41B
$278K ﹤0.01%
5,660
-169
SMC
4270
Summit Midstream
SMC
$357M
$277K ﹤0.01%
10,397
+6,595
CBIO
4271
Crescent Biopharma
CBIO
$272M
$277K ﹤0.01%
23,339
+23,322
BAPR icon
4272
Innovator US Equity Buffer ETF April
BAPR
$348M
$275K ﹤0.01%
5,733
-9,327
VFQY icon
4273
Vanguard US Quality Factor ETF
VFQY
$450M
$275K ﹤0.01%
1,790
-748
BJAN icon
4274
Innovator US Equity Buffer ETF January
BJAN
$362M
$272K ﹤0.01%
4,946
-4,100
FDG icon
4275
American Century Focused Dynamic Growth ETF
FDG
$352M
$272K ﹤0.01%
2,141
-5,469