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
LJAN icon
4826
Innovator Premium Income 15 Buffer ETF January
LJAN
$13.5M
$84.3K ﹤0.01%
3,430
+128
UTMD icon
4827
Utah Medical Products
UTMD
$204M
$84.2K ﹤0.01%
1,505
-36
GASS icon
4828
StealthGas
GASS
$292M
$83.9K ﹤0.01%
11,956
-3,639
JHMB icon
4829
John Hancock Mortgage-Backed Securities ETF
JHMB
$211M
$83.3K ﹤0.01%
3,757
-10
FC icon
4830
Franklin Covey
FC
$205M
$83.1K ﹤0.01%
4,955
-196
VHC icon
4831
VirnetX Holding Corp
VHC
$76.2M
$83.1K ﹤0.01%
4,978
-8
ECXWW
4832
ECARX Holdings Warrants
ECXWW
0
VALN
4833
Valneva
VALN
$876M
$82.9K ﹤0.01%
9,396
-783
IMMR icon
4834
Immersion
IMMR
$203M
$82.7K ﹤0.01%
12,168
-4,685
PAPR icon
4835
Innovator US Equity Power Buffer ETF April
PAPR
$771M
$82.7K ﹤0.01%
2,115
+1,135
RCKY icon
4836
Rocky Brands
RCKY
$248M
$82.7K ﹤0.01%
2,820
-10,400
AUGU
4837
AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF
AUGU
$36M
$82.3K ﹤0.01%
2,793
MINO icon
4838
PIMCO Municipal Income Opportunities Active ETF
MINO
$508M
$82.3K ﹤0.01%
1,815
+952
FTHI icon
4839
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.98B
$82.2K ﹤0.01%
3,479
+2,360
MYPS icon
4840
PLAYSTUDIOS Inc
MYPS
$58.9M
$81.7K ﹤0.01%
125,386
-57,211
XTRE icon
4841
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$219M
$81.6K ﹤0.01%
+1,639
BNTC icon
4842
Benitec Biopharma
BNTC
$356M
$81.2K ﹤0.01%
6,028
+39
ANGX
4843
Angel Studios
ANGX
$551M
$81.2K ﹤0.01%
17,384
+16,139
HRTX icon
4844
Heron Therapeutics
HRTX
$211M
$81.1K ﹤0.01%
62,396
-1,230,048
NRT
4845
North European Oil Royalty Trust
NRT
$74.9M
$81K ﹤0.01%
12,317
TWIN icon
4846
Twin Disc
TWIN
$260M
$80.6K ﹤0.01%
4,833
-528
PTNQ icon
4847
Pacer Trendpilot 100 ETF
PTNQ
$1.23B
$80.6K ﹤0.01%
1,024
-334
FLAU icon
4848
Franklin FTSE Australia ETF
FLAU
$81.5M
$80.5K ﹤0.01%
2,560
-214
CURV icon
4849
Torrid Holdings
CURV
$107M
$80.1K ﹤0.01%
13,960
-3
CMT icon
4850
Core Molding Technologies
CMT
$164M
$79.9K ﹤0.01%
3,986
-129