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
PKBK icon
4526
Parke Bancorp
PKBK
$330M
$156K ﹤0.01%
6,228
-4,986
REM icon
4527
iShares Mortgage Real Estate ETF
REM
$647M
$156K ﹤0.01%
7,030
+745
WOOD icon
4528
iShares Global Timber & Forestry ETF
WOOD
$296M
$156K ﹤0.01%
2,163
+77
TMCI icon
4529
Treace Medical Concepts
TMCI
$119M
$156K ﹤0.01%
63,516
-1,550,016
EVEX icon
4530
Eve Holding
EVEX
$1.05B
$156K ﹤0.01%
38,997
+17,492
CALF icon
4531
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.6B
$156K ﹤0.01%
3,506
-7,571
LCNB icon
4532
LCNB Corp
LCNB
$245M
$155K ﹤0.01%
9,478
-4,158
LTBR icon
4533
Lightbridge
LTBR
$422M
$155K ﹤0.01%
12,288
+787
EML icon
4534
Eastern Company
EML
$113M
$155K ﹤0.01%
7,877
-1,073
HEDG
4535
Equable Shares Hedged Equity ETF
HEDG
$376M
$155K ﹤0.01%
+5,284
VTES icon
4536
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.67B
$155K ﹤0.01%
1,522
+993
GSRFU
4537
GSR IV Acquisition Corp Units
GSRFU
$155K ﹤0.01%
15,000
-1,500
IPODU
4538
Dune Acquisition Corp II Units
IPODU
$154K ﹤0.01%
15,000
SPXU icon
4539
ProShares UltraPro Short S&P 500
SPXU
$455M
$154K ﹤0.01%
3,097
-77,464
TPZ
4540
Tortoise Electrification Infrastructure ETF
TPZ
$132M
$154K ﹤0.01%
7,536
+2,176
AAM.WS
4541
DELISTED
AA Mission Acquisition Corp Warrants
AAM.WS
0
SMWB icon
4542
Similarweb
SMWB
$343M
$152K ﹤0.01%
20,249
-1,276
LENZ
4543
LENZ Therapeutics
LENZ
$403M
$151K ﹤0.01%
9,465
-1,757
SHOC icon
4544
Strive US Semiconductor ETF
SHOC
$157M
$151K ﹤0.01%
2,200
PSNY icon
4545
Gores Guggenheim
PSNY
$1.71B
$150K ﹤0.01%
7,028
+1,455
LFACU
4546
Leapfrog Acquisition Corp Units
LFACU
$150K ﹤0.01%
+15,000
NEAR icon
4547
iShares Short Maturity Bond ETF
NEAR
$4B
$150K ﹤0.01%
2,928
-39,369
FAUG icon
4548
FT Vest US Equity Buffer ETF August
FAUG
$1.15B
$150K ﹤0.01%
2,826
-5,324
EVI icon
4549
EVI Industries
EVI
$269M
$150K ﹤0.01%
6,072
-1,349
SNFCA icon
4550
Security National Financial
SNFCA
$239M
$149K ﹤0.01%
16,532
+871