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
DSGN icon
4601
Design Therapeutics
DSGN
$574M
$136K ﹤0.01%
14,451
-8,770
ACR
4602
ACRES Commercial Realty
ACR
$135M
$136K ﹤0.01%
6,350
-1,732
GSST icon
4603
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.38B
$135K ﹤0.01%
2,680
+2,554
LU icon
4604
Lufax Holding
LU
$2.33B
$134K ﹤0.01%
52,485
-48,327
TCPC icon
4605
BlackRock TCP Capital
TCPC
$407M
$134K ﹤0.01%
+24,435
FDIS icon
4606
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.77B
$133K ﹤0.01%
1,305
+312
CRML icon
4607
Critical Metals Corp
CRML
$1.09B
$133K ﹤0.01%
19,195
+5,175
VABK icon
4608
Virginia National Bankshares
VABK
$215M
$133K ﹤0.01%
3,338
-1,478
PRE icon
4609
Prenetics Global
PRE
$370M
$133K ﹤0.01%
8,434
+3,534
GBFH
4610
GBank Financial Holdings
GBFH
$476M
$133K ﹤0.01%
3,919
-1,937
CODI icon
4611
Compass Diversified
CODI
$481M
$132K ﹤0.01%
27,526
-460,872
LOCO icon
4612
El Pollo Loco
LOCO
$315M
$131K ﹤0.01%
12,551
+1,887
TCI icon
4613
Transcontinental Realty Investors
TCI
$464M
$131K ﹤0.01%
2,235
-434
DMRC icon
4614
Digimarc
DMRC
$106M
$131K ﹤0.01%
19,952
-108,491
NOA
4615
North American Construction
NOA
$471M
$131K ﹤0.01%
+9,105
DOG
4616
ProShares Short Dow30
DOG
$128M
$131K ﹤0.01%
5,567
+5,381
DCTH icon
4617
Delcath Systems
DCTH
$323M
$131K ﹤0.01%
12,927
+426
CTEV
4618
Claritev Corp
CTEV
$380M
$130K ﹤0.01%
3,049
-20,415
GJUL icon
4619
FT Vest US Equity Moderate Buffer ETF July
GJUL
$402M
$130K ﹤0.01%
+3,153
VHCPU
4620
Vine Hill Capital Investment Corp II Units
VHCPU
$176M
$130K ﹤0.01%
+13,000
UTG icon
4621
Reaves Utility Income Fund
UTG
$3.67B
$130K ﹤0.01%
3,556
-13
FUNC icon
4622
First United
FUNC
$245M
$130K ﹤0.01%
3,473
-1,735
BCYC
4623
Bicycle Therapeutics
BCYC
$363M
$130K ﹤0.01%
18,355
+10,228
KRO icon
4624
KRONOS Worldwide
KRO
$728M
$130K ﹤0.01%
29,382
+9,114
FLDR icon
4625
Fidelity Low Duration Bond Factor ETF
FLDR
$1.32B
$129K ﹤0.01%
2,568
+806