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
SHYD icon
4426
VanEck Short High Yield Muni ETF
SHYD
$407M
$204K ﹤0.01%
8,912
-862
ZKH icon
4427
ZKH Group
ZKH
$576M
$203K ﹤0.01%
55,257
+2,618
KXI icon
4428
iShares Global Consumer Staples ETF
KXI
$1.04B
$203K ﹤0.01%
3,144
+244
SSEAU
4429
Starry Sea Acquisition Corp Unit
SSEAU
$202K ﹤0.01%
20,000
-4,000
AVO icon
4430
Mission Produce
AVO
$1.02B
$202K ﹤0.01%
17,411
-279
BTSGU icon
4431
BrightSpring Health Services Unit
BTSGU
$202K ﹤0.01%
1,597
-39,203
AVXL icon
4432
Anavex Life Sciences
AVXL
$364M
$201K ﹤0.01%
56,537
+11,472
TROX icon
4433
Tronox
TROX
$1.24B
$201K ﹤0.01%
48,252
-577,590
PRN icon
4434
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$351M
$201K ﹤0.01%
1,150
RODM icon
4435
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.42B
$201K ﹤0.01%
5,424
-182
GJAN icon
4436
FT Vest US Equity Moderate Buffer ETF January
GJAN
$437M
$200K ﹤0.01%
+4,679
CGDG icon
4437
Capital Group Dividend Growers ETF
CGDG
$5.32B
$200K ﹤0.01%
5,604
+1,437
REPX icon
4438
Riley Exploration Permian
REPX
$610M
$198K ﹤0.01%
7,514
+1,566
CLAR icon
4439
Clarus
CLAR
$129M
$198K ﹤0.01%
59,089
-7,409
MTLS
4440
Materialise
MTLS
$333M
$198K ﹤0.01%
35,666
-1,997
NWFL icon
4441
Norwood Financial Corp
NWFL
$293M
$198K ﹤0.01%
7,050
-2,873
PZT icon
4442
Invesco New York AMT-Free Municipal Bond ETF
PZT
$133M
$198K ﹤0.01%
8,861
+884
FMNB icon
4443
Farmers National Banc Corp
FMNB
$506M
$198K ﹤0.01%
14,828
-35,813
IMXI icon
4444
International Money Express
IMXI
$463M
$197K ﹤0.01%
12,837
-59,658
DRUG
4445
Bright Minds Biosciences
DRUG
$758M
$196K ﹤0.01%
2,516
-2,749
HBB icon
4446
Hamilton Beach Brands
HBB
$256M
$195K ﹤0.01%
11,862
+8,920
WEAV icon
4447
Weave Communications
WEAV
$437M
$195K ﹤0.01%
25,629
-50,908
DIAL icon
4448
Columbia Diversified Fixed Income Allocation ETF
DIAL
$450M
$194K ﹤0.01%
10,555
+6
WLFC icon
4449
Willis Lease Finance
WLFC
$1.34B
$194K ﹤0.01%
1,428
-11,526
AEBI
4450
Aebi Schmidt Holding AG
AEBI
$1.2B
$193K ﹤0.01%
15,277
-40,447