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
ASLE icon
4776
AerSale
ASLE
$342M
$93.8K ﹤0.01%
13,186
+79
PAL
4777
Proficient Auto Logistics
PAL
$196M
$93.3K ﹤0.01%
9,679
+147
EBMT icon
4778
Eagle Bancorp Montana
EBMT
$179M
$93.3K ﹤0.01%
4,686
-1,897
LE icon
4779
Lands' End
LE
$559M
$93.1K ﹤0.01%
6,413
-735
FHTX icon
4780
Foghorn Therapeutics
FHTX
$325M
$93K ﹤0.01%
17,219
+773
EFSI
4781
Eagle Financial Services Inc
EFSI
$209M
$92.8K ﹤0.01%
2,333
+467
LODE icon
4782
Comstock
LODE
$197M
$92.8K ﹤0.01%
+24,682
ACU icon
4783
Acme United Corp
ACU
$168M
$92.6K ﹤0.01%
2,297
-352
GWX icon
4784
State Street SPDR S&P International Small Cap ETF
GWX
$891M
$92.3K ﹤0.01%
2,260
+179
CD
4785
Chaince Digital Holdings
CD
$353M
$92.2K ﹤0.01%
18,561
+3,642
USAU icon
4786
US Gold Corp
USAU
$266M
$92.1K ﹤0.01%
4,744
-237
PCYO icon
4787
Pure Cycle
PCYO
$270M
$91.5K ﹤0.01%
8,326
-2,658
WALD icon
4788
Waldencast
WALD
$223M
$91.1K ﹤0.01%
48,434
-9,268
PSMD icon
4789
Pacer Swan SOS Moderate January ETF
PSMD
$82.9M
$91K ﹤0.01%
+2,803
CPSS icon
4790
Consumer Portfolio Services
CPSS
$189M
$90.8K ﹤0.01%
9,730
-6,009
DFSI icon
4791
Dimensional International Sustainability Core 1 ETF
DFSI
$1.02B
$90.7K ﹤0.01%
2,116
+11
GBTC icon
4792
Grayscale Bitcoin Trust
GBTC
$27.4B
$90.4K ﹤0.01%
1,322
+618
RWX icon
4793
State Street SPDR Dow Jones International Real Estate ETF
RWX
$306M
$90.4K ﹤0.01%
3,227
-311
AARD
4794
Aardvark Therapeutics
AARD
$263M
$90.3K ﹤0.01%
6,883
+4,567
PESI icon
4795
Perma-Fix Environmental Services
PESI
$275M
$89.9K ﹤0.01%
7,140
+109
SNWV
4796
SANUWAVE Health Inc
SNWV
$213M
$89.7K ﹤0.01%
3,007
-95
EXFY icon
4797
Expensify
EXFY
$119M
$89.6K ﹤0.01%
59,362
-41,117
ALMU
4798
Aeluma Inc
ALMU
$260M
$89.4K ﹤0.01%
5,206
+678
OPRA
4799
Opera Ltd
OPRA
$1.11B
$89.4K ﹤0.01%
6,312
NNDM
4800
Nano Dimension
NNDM
$400M
$88.6K ﹤0.01%
57,547
-290,955