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
LPCVU
4751
Launchpad Cadenza Acquisition Corp I Unit
LPCVU
$200M
$99.8K ﹤0.01%
+10,000
XDEC icon
4752
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$169M
$99.7K ﹤0.01%
2,435
+1,953
CLOU icon
4753
Global X Cloud Computing ETF
CLOU
$216M
$99.3K ﹤0.01%
4,391
PSQ icon
4754
ProShares Short QQQ
PSQ
$770M
$98.8K ﹤0.01%
3,271
+1,104
RPAY icon
4755
Repay Holdings
RPAY
$247M
$98.5K ﹤0.01%
26,981
-4,898
FTK icon
4756
Flotek Industries
FTK
$520M
$98.1K ﹤0.01%
5,691
-49
GCOW icon
4757
Pacer Global Cash Cows Dividend ETF
GCOW
$3.06B
$97.9K ﹤0.01%
2,374
-312
SPWR icon
4758
SunPower Inc
SPWR
$175M
$97.7K ﹤0.01%
62,257
-13,248
PLSE icon
4759
Pulse Biosciences
PLSE
$1.56B
$97.6K ﹤0.01%
7,105
-955
MNSB icon
4760
MainStreet Bancshares
MNSB
$167M
$97.3K ﹤0.01%
4,781
-1,967
MITT
4761
TPG Mortgage Investment Trust
MITT
$274M
$97.3K ﹤0.01%
11,423
+182
CORN icon
4762
Teucrium Corn Fund
CORN
$45.9M
$97.2K ﹤0.01%
5,484
INBK icon
4763
First Internet Bancorp
INBK
$183M
$97.1K ﹤0.01%
4,651
-14,111
BCBP icon
4764
BCB Bancorp
BCBP
$146M
$97K ﹤0.01%
12,023
-4,990
PRVS
4765
Parnassus Value Select ETF
PRVS
$14.4M
$97K ﹤0.01%
3,463
-1,799
CRCT icon
4766
Cricut
CRCT
$993M
$96.9K ﹤0.01%
19,573
+949
FEP icon
4767
First Trust Europe AlphaDEX Fund
FEP
$456M
$96.8K ﹤0.01%
1,801
+144
GAIN icon
4768
Gladstone Investment Corp
GAIN
$557M
$96.6K ﹤0.01%
6,915
-334
OWLT icon
4769
Owlet
OWLT
$301M
$96.4K ﹤0.01%
+5,954
BUFH
4770
FT Vest Laddered Max Buffer ETF
BUFH
$38.6M
$95K ﹤0.01%
+4,555
GRRR
4771
Gorilla Technology Group
GRRR
$284M
$94.9K ﹤0.01%
8,694
FSP
4772
Franklin Street Properties
FSP
$80.8M
$94.7K ﹤0.01%
100,171
-16,187
LRMR icon
4773
Larimar Therapeutics
LRMR
$262M
$94.7K ﹤0.01%
24,864
-397
BUFG icon
4774
FT Vest Buffered Allocation Growth ETF
BUFG
$299M
$94.3K ﹤0.01%
3,427
-319
CFFI icon
4775
C&F Financial
CFFI
$253M
$94.1K ﹤0.01%
1,297
+7