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
ESOA icon
4451
Energy Services of America
ESOA
$237M
$193K ﹤0.01%
23,635
+18,701
GPIX icon
4452
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$2.98B
$193K ﹤0.01%
3,653
+81
RPT
4453
Rithm Property Trust
RPT
$111M
$193K ﹤0.01%
11,625
-3,448
LPRO icon
4454
Open Lending Corp
LPRO
$161M
$192K ﹤0.01%
124,076
-319,689
SPDN icon
4455
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$206M
$192K ﹤0.01%
+20,340
CFA icon
4456
VictoryShares US 500 Volatility Wtd ETF
CFA
$545M
$192K ﹤0.01%
2,107
-4
CLPT icon
4457
ClearPoint Neuro
CLPT
$403M
$191K ﹤0.01%
13,931
-29,027
MGTX icon
4458
MeiraGTx Holdings
MGTX
$600M
$190K ﹤0.01%
23,946
-36,448
PMAY icon
4459
Innovator US Equity Power Buffer ETF May
PMAY
$602M
$190K ﹤0.01%
4,790
-4,827
FNY icon
4460
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$500M
$189K ﹤0.01%
2,076
-200
KINS icon
4461
Kingstone Companies
KINS
$222M
$189K ﹤0.01%
11,203
+4,050
ELLO icon
4462
Ellomay Capital Ltd
ELLO
$393M
$188K ﹤0.01%
7,757
+4,156
GENC icon
4463
Gencor Industries
GENC
$223M
$188K ﹤0.01%
14,516
-2,770
SLS icon
4464
SELLAS Life Sciences
SLS
$611M
$187K ﹤0.01%
49,479
+8,757
CAL icon
4465
Caleres
CAL
$400M
$187K ﹤0.01%
15,326
-552
EU
4466
enCore Energy
EU
$494M
$186K ﹤0.01%
75,165
-1,646
EBF icon
4467
Ennis
EBF
$525M
$186K ﹤0.01%
10,323
+28
AUGZ icon
4468
TrueShares Structured Outcome August ETF
AUGZ
$24.6M
$185K ﹤0.01%
4,382
BPRN icon
4469
Princeton Bancorp
BPRN
$242M
$185K ﹤0.01%
5,337
-1,526
CLMB icon
4470
Climb Global Solutions
CLMB
$558M
$184K ﹤0.01%
1,791
-8,689
LSPD icon
4471
Lightspeed Commerce
LSPD
$1.23B
$184K ﹤0.01%
15,231
-1,906
GRPN icon
4472
Groupon
GRPN
$509M
$184K ﹤0.01%
10,428
-283,667
HELP
4473
Cybin Inc
HELP
$304M
$184K ﹤0.01%
22,443
+21,259
BMBL icon
4474
Bumble
BMBL
$310M
$181K ﹤0.01%
50,837
-144,492
MVBF icon
4475
MVB Financial
MVBF
$350M
$181K ﹤0.01%
7,024
-4,450