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
FUTY icon
4651
Fidelity MSCI Utilities Index ETF
FUTY
$2.38B
$120K ﹤0.01%
2,173
+1,506
IPEXR
4652
Inflection Point Acquisition Corp V Rights
IPEXR
$120K ﹤0.01%
150,000
PHB icon
4653
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$380M
$119K ﹤0.01%
6,408
-11,935
MPLT
4654
MapLight Therapeutics
MPLT
$781M
$118K ﹤0.01%
+6,743
SEPT icon
4655
AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
$101M
$118K ﹤0.01%
3,367
+3,349
NEXN
4656
Nexxen International
NEXN
$346M
$118K ﹤0.01%
18,024
-76,825
GWRS icon
4657
Global Water Resources
GWRS
$264M
$118K ﹤0.01%
13,935
-11,944
FWDI
4658
Forward Industries Inc
FWDI
$402M
$118K ﹤0.01%
+17,788
STEW
4659
SRH Total Return Fund
STEW
$1.74B
$117K ﹤0.01%
6,320
NAPR icon
4660
Innovator Growth-100 Power Buffer ETF April
NAPR
$186M
$117K ﹤0.01%
2,177
-445
EVC icon
4661
Entravision Communication
EVC
$265M
$117K ﹤0.01%
39,897
-14,829
FCAP icon
4662
First Capital
FCAP
$175M
$117K ﹤0.01%
1,971
-838
TJUL icon
4663
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$180M
$116K ﹤0.01%
3,918
-1,992
JULW icon
4664
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$303M
$116K ﹤0.01%
2,960
-10,234
FCCO icon
4665
First Community Corp
FCCO
$280M
$116K ﹤0.01%
3,904
-2,443
EGAN icon
4666
eGain
EGAN
$274M
$115K ﹤0.01%
11,208
-11,940
UYLD icon
4667
Angel Oak UltraShort Income ETF
UYLD
$1.32B
$115K ﹤0.01%
2,254
+862
RSST icon
4668
Return Stacked US Stocks & Managed Futures ETF
RSST
$349M
$115K ﹤0.01%
4,065
+4,021
LRGE icon
4669
ClearBridge Large Cap Growth Select ETF
LRGE
$395M
$115K ﹤0.01%
1,398
-18
HBTA
4670
Horizon Expedition Plus ETF
HBTA
$121M
$115K ﹤0.01%
3,969
-11,601
PRTH icon
4671
Priority Technology Holdings
PRTH
$441M
$115K ﹤0.01%
21,089
+11,033
PEBK icon
4672
Peoples Bancorp of North Carolina
PEBK
$208M
$115K ﹤0.01%
3,168
-516
PKX icon
4673
POSCO
PKX
$19.8B
$115K ﹤0.01%
2,152
+45
IBUF
4674
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$85.2M
$114K ﹤0.01%
+3,902
ADV icon
4675
Advantage Solutions
ADV
$189M
$114K ﹤0.01%
129,449
-41,896