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
FSFG
4801
DELISTED
First Savings Financial Group
FSFG
$88.6K ﹤0.01%
2,781
-2,082
BRZU icon
4802
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$147M
$88.4K ﹤0.01%
1,108
-946
PEO
4803
Adams Natural Resources Fund
PEO
$689M
$88.3K ﹤0.01%
4,060
+45
FBYD icon
4804
Falcon's Beyond
FBYD
$222M
$88.2K ﹤0.01%
+5,877
ELD icon
4805
WisdomTree Emerging Markets Local Debt Fund
ELD
$116M
$88.2K ﹤0.01%
3,020
-840
USNA icon
4806
Usana Health Sciences
USNA
$382M
$88.1K ﹤0.01%
4,489
-4,915
PINE
4807
Alpine Income Property Trust
PINE
$310M
$88.1K ﹤0.01%
5,267
-9,129
HYLB icon
4808
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.54B
$87.9K ﹤0.01%
2,386
-18,685
OSCV icon
4809
Opus Small Cap Value ETF
OSCV
$689M
$87.9K ﹤0.01%
2,374
-122
SUPV
4810
Grupo Supervielle
SUPV
$935M
$87.6K ﹤0.01%
+7,413
RZLT icon
4811
Rezolute
RZLT
$356M
$87.2K ﹤0.01%
36,948
+3,747
KLTR icon
4812
Kaltura
KLTR
$207M
$87.1K ﹤0.01%
53,083
-41,620
STRZ
4813
Starz Entertainment Corp
STRZ
$147M
$87K ﹤0.01%
7,437
-4,781
ACH
4814
Accendra Health
ACH
$173M
$87K ﹤0.01%
31,076
-3,682
RLY icon
4815
State Street Multi-Asset Real Return ETF
RLY
$738M
$86.9K ﹤0.01%
2,762
+2,224
EWN icon
4816
iShares MSCI Netherlands ETF
EWN
$364M
$86.5K ﹤0.01%
1,516
BKTI icon
4817
BK Technologies
BKTI
$308M
$86.5K ﹤0.01%
1,159
-10,444
ATYR
4818
aTyr Pharma
ATYR
$87.6M
$86.4K ﹤0.01%
110,373
+4,556
TAGG icon
4819
T. Rowe Price QM US Bond ETF
TAGG
$1.81B
$86.1K ﹤0.01%
2,000
-905
FRAF icon
4820
Franklin Financial Services
FRAF
$220M
$86K ﹤0.01%
1,713
-9,036
USCB icon
4821
USCB Financial Holdings
USCB
$358M
$86K ﹤0.01%
4,668
-201
CBNA
4822
Chain Bridge Bancorp
CBNA
$231M
$84.9K ﹤0.01%
2,452
-1,042
BVFL icon
4823
BV Financial
BVFL
$173M
$84.9K ﹤0.01%
4,680
-3,455
TLSI icon
4824
TriSalus Life Sciences
TLSI
$243M
$84.8K ﹤0.01%
12,150
+4,629
QSI icon
4825
Quantum-Si Incorporated
QSI
$213M
$84.6K ﹤0.01%
76,909
+13,629