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
FNLC icon
4376
First Bancorp
FNLC
$327M
$229K ﹤0.01%
8,646
-5,137
FJAN icon
4377
FT Vest US Equity Buffer ETF January
FJAN
$1.17B
$228K ﹤0.01%
4,414
-547
IUS icon
4378
Invesco RAFI Strategic US ETF
IUS
$734M
$228K ﹤0.01%
3,993
+27
NB
4379
NioCorp Developments
NB
$727M
$228K ﹤0.01%
43,044
+14,213
PSI icon
4380
Invesco Semiconductors ETF
PSI
$1.3B
$228K ﹤0.01%
2,892
SSSS icon
4381
SuRo Capital
SSSS
$238M
$226K ﹤0.01%
23,936
+6,485
RGCO icon
4382
RGC Resources
RGCO
$227M
$225K ﹤0.01%
10,576
-2,102
PAUG icon
4383
Innovator US Equity Power Buffer ETF August
PAUG
$895M
$225K ﹤0.01%
5,199
+2,901
SECT icon
4384
Main Sector Rotation ETF
SECT
$2.76B
$225K ﹤0.01%
3,482
TYGO icon
4385
Tigo Energy
TYGO
$242M
$224K ﹤0.01%
162,680
+150,460
ISTR icon
4386
Investar Holding Corp
ISTR
$411M
$223K ﹤0.01%
8,350
-2,767
FLXS icon
4387
Flexsteel Industries
FLXS
$308M
$221K ﹤0.01%
5,607
-14,777
SEVN
4388
Seven Hills Realty Trust
SEVN
$196M
$221K ﹤0.01%
24,834
+4,227
BBBY
4389
Bed Bath & Beyond
BBBY
$344M
$220K ﹤0.01%
40,292
-521,269
FLGR icon
4390
Franklin FTSE Germany ETF
FLGR
$45.1M
$220K ﹤0.01%
6,548
-14,133
BLMN icon
4391
Bloomin' Brands
BLMN
$533M
$219K ﹤0.01%
35,494
-1,297
WEYS icon
4392
Weyco Group
WEYS
$301M
$217K ﹤0.01%
7,093
-2,211
ATLO icon
4393
AMES National
ATLO
$246M
$217K ﹤0.01%
9,437
-1,983
NBXG
4394
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.06B
$217K ﹤0.01%
15,000
+13,780
CMCO icon
4395
Columbus McKinnon
CMCO
$584M
$216K ﹤0.01%
12,524
-231
CPLS icon
4396
AB Core Plus Bond ETF
CPLS
$201M
$215K ﹤0.01%
6,061
-46,845
DCGO icon
4397
DocGo
DCGO
$72.9M
$215K ﹤0.01%
245,343
-312,270
XSMO icon
4398
Invesco S&P SmallCap Momentum ETF
XSMO
$2.33B
$215K ﹤0.01%
2,987
+2,706
RZLV
4399
Rezolve AI
RZLV
$905M
$215K ﹤0.01%
83,540
-13,951
TSBK icon
4400
Timberland Bancorp
TSBK
$308M
$215K ﹤0.01%
5,997
-1,093