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
EMPG
4626
Empro Group
EMPG
$129K ﹤0.01%
+7,426
IMCR icon
4627
Immunocore
IMCR
$1.63B
$128K ﹤0.01%
3,699
+494
XHYF icon
4628
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
$26.4M
$128K ﹤0.01%
3,375
-2,205
BYRN icon
4629
Byrna Technologies
BYRN
$284M
$127K ﹤0.01%
7,590
-257
NXTG icon
4630
First Trust Indxx NextG ETF
NXTG
$445M
$126K ﹤0.01%
1,170
AURA icon
4631
Aura Biosciences
AURA
$354M
$126K ﹤0.01%
23,119
-1,438
CBFV icon
4632
CB Financial Services
CBFV
$185M
$126K ﹤0.01%
3,610
-599
VTEC icon
4633
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.95B
$126K ﹤0.01%
1,254
MCFT icon
4634
MasterCraft Boat Holdings
MCFT
$389M
$126K ﹤0.01%
6,648
-106,282
PBYI icon
4635
Puma Biotechnology
PBYI
$344M
$126K ﹤0.01%
21,108
+3,823
SPIR icon
4636
Spire Global
SPIR
$315M
$125K ﹤0.01%
16,667
-17,210
LFCR icon
4637
Lifecore Biomedical
LFCR
$265M
$125K ﹤0.01%
15,221
+2,917
ALVO icon
4638
Alvotech
ALVO
$1.45B
$124K ﹤0.01%
24,249
-206
PCRB icon
4639
Putnam ESG Core Bond ETF
PCRB
$918M
$124K ﹤0.01%
2,519
+1,798
SIXG
4640
Defiance Connective Technologies ETF
SIXG
$697M
$124K ﹤0.01%
1,944
BLFY icon
4641
Blue Foundry Bancorp
BLFY
$293M
$124K ﹤0.01%
9,966
-11,562
CDZI icon
4642
Cadiz
CDZI
$408M
$123K ﹤0.01%
21,975
-172
KIDS icon
4643
OrthoPediatrics
KIDS
$424M
$123K ﹤0.01%
6,904
APUE icon
4644
ActivePassive US Equity ETF
APUE
$2.22B
$123K ﹤0.01%
2,942
-842
CADL icon
4645
Candel Therapeutics
CADL
$312M
$122K ﹤0.01%
21,626
+3,792
SH icon
4646
ProShares Short S&P500
SH
$1.17B
$122K ﹤0.01%
3,377
-2,892
MODL icon
4647
VictoryShares WestEnd US Sector ETF
MODL
$805M
$121K ﹤0.01%
+2,552
TECX
4648
Tectonic Therapeutic
TECX
$417M
$121K ﹤0.01%
5,779
-145
OVLY icon
4649
Oak Valley Bancorp
OVLY
$282M
$120K ﹤0.01%
4,008
-1,989
SMDV icon
4650
ProShares Russell 2000 Dividend Growers ETF
SMDV
$680M
$120K ﹤0.01%
1,821
+493