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
ALDX icon
4676
Aldeyra Therapeutics
ALDX
$318M
$114K ﹤0.01%
21,989
-5,133
NRC icon
4677
National Research Corp
NRC
$273M
$114K ﹤0.01%
6,048
-458
CALI
4678
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$264M
$113K ﹤0.01%
2,249
+1,339
KFS icon
4679
Kingsway Financial Services
KFS
$350M
$113K ﹤0.01%
8,428
-75
ABEO icon
4680
Abeona Therapeutics
ABEO
$271M
$112K ﹤0.01%
21,347
-260,912
QMNV
4681
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$57.9M
$112K ﹤0.01%
4,811
-1,836
CVE.WS
4682
DELISTED
Cenovus Energy Inc Warrants
CVE.WS
0
GENVR
4683
Gen Digital Inc Contingent Value Rights
GENVR
$112K ﹤0.01%
25,443
-552
CZA icon
4684
Invesco Zacks Mid-Cap ETF
CZA
$190M
$112K ﹤0.01%
1,012
TBRG icon
4685
TruBridge
TBRG
$293M
$112K ﹤0.01%
5,079
-42,162
MYFW icon
4686
First Western Financial
MYFW
$253M
$112K ﹤0.01%
4,178
-3,172
IGBH icon
4687
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$175M
$111K ﹤0.01%
4,522
+1,059
CGNG
4688
Capital Group New Geography Equity ETF
CGNG
$1.62B
$111K ﹤0.01%
3,473
+3,105
NGNE icon
4689
Neurogene
NGNE
$269M
$110K ﹤0.01%
5,363
-200
VOLT
4690
Tema Electrification ETF
VOLT
$380M
$110K ﹤0.01%
+3,816
ODV
4691
Osisko Development Corp
ODV
$1.1B
$110K ﹤0.01%
+31,573
CMRC
4692
Commerce.com Inc Series 1
CMRC
$225M
$110K ﹤0.01%
26,679
-209
JKS
4693
JinkoSolar
JKS
$1.37B
$109K ﹤0.01%
4,233
-5,720
ASUR icon
4694
Asure Software
ASUR
$206M
$108K ﹤0.01%
11,512
+995
DMAC icon
4695
DiaMedica Therapeutics
DMAC
$444M
$108K ﹤0.01%
13,559
+774
VACHW
4696
Voyager Acquisition Corp Warrants
VACHW
$3.67M
0
BOC icon
4697
Boston Omaha
BOC
$393M
$108K ﹤0.01%
8,701
-315
GCO icon
4698
Genesco
GCO
$299M
$108K ﹤0.01%
4,344
-162,811
EPSN icon
4699
Epsilon Energy
EPSN
$147M
$107K ﹤0.01%
23,076
-2,580
MVIS icon
4700
Microvision
MVIS
$230M
$107K ﹤0.01%
128,990
+11,558