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
JULT icon
4726
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$79.9M
$103K ﹤0.01%
2,306
-1,164
RNW icon
4727
ReNew
RNW
$1.95B
$103K ﹤0.01%
18,266
-681,639
PSMJ icon
4728
Pacer Swan SOS Moderate July ETF
PSMJ
$88.8M
$103K ﹤0.01%
3,204
-173
NNOX icon
4729
Nano X Imaging
NNOX
$149M
$103K ﹤0.01%
36,788
+5,472
OACCW
4730
Oaktree Acquisition Corp III Life Sciences Warrant
OACCW
$2.71M
0
WNEB icon
4731
Western New England Bancorp
WNEB
$286M
$103K ﹤0.01%
8,145
-1,202
HVII
4732
Hennessy Capital Investment Corp VII
HVII
$268M
$102K ﹤0.01%
+9,895
PTLC icon
4733
Pacer Trendpilot US Large Cap ETF
PTLC
$3.28B
$102K ﹤0.01%
1,837
+539
ELPC icon
4734
Copel
ELPC
$7.94B
$102K ﹤0.01%
10,736
+8,566
HFFG icon
4735
HF Foods Group
HFFG
$78.5M
$102K ﹤0.01%
47,467
-6,969
ATEX icon
4736
Anterix
ATEX
$597M
$102K ﹤0.01%
4,673
-320
XOMA icon
4737
Xoma
XOMA
$297M
$102K ﹤0.01%
3,835
+39
WTAI icon
4738
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$421M
$102K ﹤0.01%
+3,499
CTRN icon
4739
Citi Trends
CTRN
$385M
$102K ﹤0.01%
2,452
-11,121
QUMSU
4740
Quantumsphere Acquisition Corp Units
QUMSU
$102K ﹤0.01%
10,000
CHGG icon
4741
Chegg
CHGG
$62.6M
$102K ﹤0.01%
109,461
-602,399
SPDV icon
4742
AAM S&P 500 High Dividend Value ETF
SPDV
$85.9M
$102K ﹤0.01%
2,934
+105
FXNC icon
4743
First National Corp
FXNC
$255M
$101K ﹤0.01%
4,017
-2,285
FF icon
4744
Future Fuel
FF
$165M
$101K ﹤0.01%
31,745
-19,291
CUK icon
4745
Carnival PLC
CUK
$41.4B
$101K ﹤0.01%
3,338
-3,931
DBI icon
4746
Designer Brands
DBI
$357M
$101K ﹤0.01%
13,607
+374
FXO icon
4747
First Trust Financials AlphaDEX Fund
FXO
$2.13B
$100K ﹤0.01%
1,665
+1
OPRX icon
4748
OptimizeRx
OPRX
$163M
$100K ﹤0.01%
8,173
+1,609
ETHE
4749
Grayscale Ethereum Staking ETF Shares
ETHE
$2.28B
$100K ﹤0.01%
4,111
+3,065
SCPQU
4750
Social Commerce Partners Corp Unit
SCPQU
$100K ﹤0.01%
+10,000