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
TALK icon
4401
Talkspace
TALK
$625M
$214K ﹤0.01%
59,065
-132,247
SIXP icon
4402
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$48.4M
$214K ﹤0.01%
6,778
+2,730
LMNR icon
4403
Limoneira
LMNR
$259M
$214K ﹤0.01%
16,913
-4,471
TUR icon
4404
iShares MSCI Turkey ETF
TUR
$357M
$213K ﹤0.01%
6,191
-203
WLAC
4405
Willow Lane Acquisition Corp
WLAC
$191M
$213K ﹤0.01%
16,851
+1,968
PSNL icon
4406
Personalis
PSNL
$729M
$213K ﹤0.01%
26,716
+1,883
OAIM icon
4407
OneAscent International Equity ETF
OAIM
$288M
$212K ﹤0.01%
5,132
-221
FICS icon
4408
First Trust International Developed Capital Strength ETF
FICS
$231M
$212K ﹤0.01%
5,283
-127
BRT
4409
BRT Apartments
BRT
$276M
$212K ﹤0.01%
14,391
-4,435
CEPU
4410
Central Puerto
CEPU
$2.34B
$211K ﹤0.01%
12,083
+2,649
VBIL
4411
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$5.06B
$211K ﹤0.01%
+2,797
WEAT icon
4412
Teucrium Wheat Fund
WEAT
$130M
$211K ﹤0.01%
10,556
-60
GIG
4413
GigCapital7 Corp
GIG
$353M
$210K ﹤0.01%
+19,893
RELL icon
4414
Richardson Electronics
RELL
$200M
$210K ﹤0.01%
19,260
+4,114
FSUN
4415
FirstSun Capital Bancorp
FSUN
$1.09B
$209K ﹤0.01%
5,559
-98,289
RSVR icon
4416
Reservoir Media
RSVR
$502M
$209K ﹤0.01%
27,603
-19,774
ANGO icon
4417
AngioDynamics
ANGO
$452M
$209K ﹤0.01%
16,255
-658
FTQI icon
4418
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$773M
$208K ﹤0.01%
+10,000
QQQE icon
4419
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.2B
$208K ﹤0.01%
2,034
-17,627
INVZ icon
4420
Innoviz Technologies
INVZ
$199M
$208K ﹤0.01%
243,297
-812,381
LFMD icon
4421
LifeMD
LFMD
$134M
$207K ﹤0.01%
60,824
-117
FTXL icon
4422
First Trust Nasdaq Semiconductor ETF
FTXL
$1.63B
$207K ﹤0.01%
1,599
+698
TSAT icon
4423
Telesat
TSAT
$391M
$207K ﹤0.01%
7,117
-8,815
HZO icon
4424
MarineMax
HZO
$639M
$206K ﹤0.01%
8,518
+36
FRD icon
4425
Friedman Industries
FRD
$138M
$205K ﹤0.01%
10,002
-1,463