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
XT icon
4701
iShares Future Exponential Technologies ETF
XT
$3.7B
$107K ﹤0.01%
1,529
-474
PJUL icon
4702
Innovator US Equity Power Buffer ETF July
PJUL
$1B
$107K ﹤0.01%
2,296
+1,862
EH
4703
EHang Holdings
EH
$834M
$107K ﹤0.01%
8,087
-317
XBAP icon
4704
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$133M
$107K ﹤0.01%
2,755
-1,196
EFT
4705
Eaton Vance Floating-Rate Income Trust
EFT
$302M
$106K ﹤0.01%
+9,423
VUZI icon
4706
Vuzix
VUZI
$203M
$106K ﹤0.01%
28,129
-315,725
PSFE icon
4707
Paysafe
PSFE
$351M
$106K ﹤0.01%
13,114
-796
HWBK icon
4708
Hawthorn Bancshares
HWBK
$238M
$106K ﹤0.01%
3,041
-1,622
HYGV icon
4709
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.17B
$106K ﹤0.01%
2,603
-2,236
PDYN icon
4710
Palladyne AI
PDYN
$300M
$106K ﹤0.01%
24,881
+2,407
SMID icon
4711
Smith-Midland
SMID
$177M
$106K ﹤0.01%
2,904
-1,478
BSCR icon
4712
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.57B
$105K ﹤0.01%
5,325
-245,711
HYLN icon
4713
Hyliion Holdings
HYLN
$359M
$105K ﹤0.01%
57,098
-5,007
PJP icon
4714
Invesco Pharmaceuticals ETF
PJP
$413M
$105K ﹤0.01%
1,004
NODK icon
4715
NI Holdings
NODK
$274M
$105K ﹤0.01%
7,886
-1,815
INFU icon
4716
InfuSystem Holdings
INFU
$153M
$105K ﹤0.01%
11,689
-5,110
SEG
4717
Seaport Entertainment Group
SEG
$258M
$105K ﹤0.01%
5,301
-2,169
CZWI icon
4718
Citizens Community Bancorp
CZWI
$182M
$104K ﹤0.01%
5,861
-1,349
QCJA
4719
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$73.4M
$104K ﹤0.01%
4,735
+4,401
GAB icon
4720
Gabelli Equity Trust
GAB
$1.95B
$104K ﹤0.01%
16,901
+8,501
ACDC icon
4721
ProFrac Holding
ACDC
$989M
$104K ﹤0.01%
26,767
-201,710
SSP icon
4722
E.W. Scripps
SSP
$309M
$104K ﹤0.01%
26,061
-114,567
MEC icon
4723
Mayville Engineering Co
MEC
$446M
$104K ﹤0.01%
5,553
-936
CTMX icon
4724
CytomX Therapeutics
CTMX
$901M
$104K ﹤0.01%
24,363
+8,211
KRMD icon
4725
KORU Medical Systems
KRMD
$216M
$104K ﹤0.01%
17,835
+430