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
WPP icon
4476
WPP
WPP
$4.05B
$180K ﹤0.01%
8,029
+6,177
BOAT icon
4477
SonicShares Global Shipping ETF
BOAT
$61.4M
$180K ﹤0.01%
5,705
-71
AOK icon
4478
iShares Core Conservative Allocation ETF
AOK
$736M
$180K ﹤0.01%
4,487
-36,338
SLDB icon
4479
Solid Biosciences
SLDB
$482M
$179K ﹤0.01%
31,757
-3,946
ZVIA icon
4480
Zevia
ZVIA
$110M
$179K ﹤0.01%
77,117
+62,929
RWO icon
4481
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.23B
$179K ﹤0.01%
3,972
-508
MTGP icon
4482
WisdomTree Mortgage Plus Bond Fund
MTGP
$76.6M
$178K ﹤0.01%
4,001
-106
KODK icon
4483
Kodak
KODK
$739M
$178K ﹤0.01%
21,011
-5,188
FYT icon
4484
First Trust Small Cap Value AlphaDEX Fund
FYT
$160M
$177K ﹤0.01%
3,121
+2,198
ZUMZ icon
4485
Zumiez
ZUMZ
$421M
$177K ﹤0.01%
6,787
-312
FDD icon
4486
First Trust STOXX European Select Dividend Income Fund
FDD
$791M
$175K ﹤0.01%
+10,000
CCCXU
4487
Churchill Capital Corp X Unit
CCCXU
$455M
$174K ﹤0.01%
10,000
-30,000
EQL icon
4488
ALPS Equal Sector Weight ETF
EQL
$638M
$174K ﹤0.01%
3,746
OACP icon
4489
OneAscent Core Plus Bond ETF
OACP
$227M
$174K ﹤0.01%
+7,535
QLD icon
4490
ProShares Ultra QQQ
QLD
$10B
$173K ﹤0.01%
2,462
-1,020
CVRX icon
4491
CVRx
CVRX
$130M
$173K ﹤0.01%
24,364
-9,203
VSTM icon
4492
Verastem
VSTM
$438M
$173K ﹤0.01%
22,361
+1,064
SDS icon
4493
ProShares UltraShort S&P500
SDS
$343M
$172K ﹤0.01%
2,511
+237
CZFS icon
4494
Citizens Financial Services
CZFS
$307M
$172K ﹤0.01%
3,015
-1,576
DOUG icon
4495
Douglas Elliman
DOUG
$222M
$171K ﹤0.01%
72,232
-32,720
BST icon
4496
BlackRock Science and Technology Trust
BST
$1.38B
$171K ﹤0.01%
4,219
+5
FSSL
4497
FS Specialty Lending Fund
FSSL
$171K ﹤0.01%
+12,082
BMRC icon
4498
Bank of Marin Bancorp
BMRC
$439M
$171K ﹤0.01%
6,567
-166
ESCA icon
4499
Escalade
ESCA
$194M
$170K ﹤0.01%
12,632
-1,221
VTEX icon
4500
VTEX
VTEX
$561M
$169K ﹤0.01%
45,014
+16,381