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
VOXR
4551
Vox Royalty Corp
VOXR
$363M
$149K ﹤0.01%
31,395
-2,740
BSCU icon
4552
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.41B
$149K ﹤0.01%
8,792
-235,026
AMZA icon
4553
InfraCap MLP ETF
AMZA
$430M
$148K ﹤0.01%
3,751
SMLR
4554
DELISTED
Semler Scientific
SMLR
$148K ﹤0.01%
9,686
+4,744
WHG icon
4555
Westwood Holdings Group
WHG
$166M
$148K ﹤0.01%
8,602
-1,589
ADME icon
4556
Aptus Behavioral Momentum ETF
ADME
$242M
$147K ﹤0.01%
2,872
NMAX
4557
Newsmax Inc
NMAX
$697M
$147K ﹤0.01%
19,031
-1,485
BSCS icon
4558
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.35B
$147K ﹤0.01%
7,133
-323,597
FDBC icon
4559
Fidelity D&D Bancorp
FDBC
$268M
$147K ﹤0.01%
3,375
-1,550
EB icon
4560
Eventbrite
EB
$443M
$147K ﹤0.01%
32,990
-767,395
DNP icon
4561
DNP Select Income Fund
DNP
$3.93B
$147K ﹤0.01%
14,685
+6,360
BACQR
4562
Inflection Point Acquisition Corp IV Right
BACQR
$147K ﹤0.01%
199,400
-50,600
OPER icon
4563
ClearShares Ultra-Short Maturity ETF
OPER
$113M
$147K ﹤0.01%
1,465
-1,185
CTOS icon
4564
Custom Truck One Source
CTOS
$1.64B
$146K ﹤0.01%
25,346
-299
DNUT icon
4565
Krispy Kreme
DNUT
$505M
$145K ﹤0.01%
33,989
-16,854
ERTH icon
4566
Invesco MSCI Sustainable Future ETF
ERTH
$147M
$145K ﹤0.01%
3,075
NKSH icon
4567
National Bankshares
NKSH
$243M
$145K ﹤0.01%
4,312
-2,181
ABX
4568
Abacus Global Management
ABX
$821M
$144K ﹤0.01%
16,847
+572
RRBI icon
4569
Red River Bancshares
RRBI
$585M
$144K ﹤0.01%
2,016
-2,312
AISP
4570
Airship AI Holdings
AISP
$83M
$144K ﹤0.01%
49,735
+41,633
WTBA icon
4571
West Bancorporation
WTBA
$433M
$144K ﹤0.01%
6,471
-2,863
CZNC icon
4572
Citizens & Northern Corp
CZNC
$426M
$143K ﹤0.01%
7,095
-7,409
VIRC icon
4573
Virco
VIRC
$99.1M
$143K ﹤0.01%
22,369
+16,046
KBDC
4574
Kayne Anderson BDC
KBDC
$955M
$143K ﹤0.01%
9,967
-5,284
EWQ icon
4575
iShares MSCI France ETF
EWQ
$402M
$143K ﹤0.01%
3,172
+935