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
SGC icon
4501
Superior Group of Companies
SGC
$166M
$169K ﹤0.01%
17,449
-3,473
CIVB icon
4502
Civista Bancshares
CIVB
$495M
$169K ﹤0.01%
7,599
-73
DECT icon
4503
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$120M
$169K ﹤0.01%
4,599
-7,674
BSMT icon
4504
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$252M
$168K ﹤0.01%
7,271
-179
TTAM
4505
Titan America SA
TTAM
$3.43B
$168K ﹤0.01%
10,204
-32
FIXD icon
4506
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.49B
$168K ﹤0.01%
3,790
+2,626
CIA icon
4507
Citizens
CIA
$301M
$167K ﹤0.01%
34,551
-8,202
TAFL icon
4508
AB Tax-Aware Long Municipal ETF
TAFL
$50.4M
$167K ﹤0.01%
6,675
-8,580
STRS icon
4509
Stratus Properties
STRS
$235M
$164K ﹤0.01%
6,796
-1,669
SMTI icon
4510
Sanara MedTech
SMTI
$169M
$164K ﹤0.01%
7,007
-4,050
ULCC icon
4511
Frontier Group Holdings
ULCC
$1.22B
$163K ﹤0.01%
34,666
+283
LAB icon
4512
Standard BioTools
LAB
$431M
$162K ﹤0.01%
126,686
+1,336
SAR icon
4513
Saratoga Investment
SAR
$373M
$162K ﹤0.01%
7,021
-104
SAMG icon
4514
Silvercrest Asset Management
SAMG
$122M
$162K ﹤0.01%
10,662
-4,862
SCHY icon
4515
Schwab International Dividend Equity ETF
SCHY
$2.05B
$162K ﹤0.01%
5,429
+1,906
PSTP icon
4516
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$126M
$162K ﹤0.01%
4,578
-3,102
TVACU
4517
Texas Ventures Acquisition III Corp Unit
TVACU
$161K ﹤0.01%
15,000
TRIN icon
4518
Trinity Capital
TRIN
$1.17B
$161K ﹤0.01%
10,961
+5,000
DOO
4519
Bombardier Recreational Products
DOO
$5.77B
$159K ﹤0.01%
2,252
+1,164
JMSB icon
4520
John Marshall Bancorp
JMSB
$284M
$159K ﹤0.01%
7,953
-3,595
CDL icon
4521
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$391M
$158K ﹤0.01%
+2,300
RFDA icon
4522
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$82.8M
$158K ﹤0.01%
2,482
UNOV icon
4523
Innovator US Equity Ultra Buffer ETF November
UNOV
$176M
$157K ﹤0.01%
+4,117
SVV icon
4524
Savers
SVV
$1.76B
$157K ﹤0.01%
16,774
-811
EHTH icon
4525
eHealth
EHTH
$52.3M
$157K ﹤0.01%
34,022
-176,642