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
GMAR icon
4851
FT Vest US Equity Moderate Buffer ETF March
GMAR
$381M
$79.5K ﹤0.01%
1,941
+674
XRP
4852
Bitwise XRP ETF
XRP
$79.4K ﹤0.01%
+3,870
LOVE icon
4853
LoveSac
LOVE
$195M
$79.4K ﹤0.01%
5,382
-176
HOVRW icon
4854
New Horizon Aircraft Ltd
HOVRW
$11.9M
0
BILI icon
4855
Bilibili
BILI
$12.5B
$78.8K ﹤0.01%
3,203
-3,261
EOI
4856
Eaton Vance Enhanced Equity Income Fund
EOI
$836M
$78.7K ﹤0.01%
3,828
-600
GRN icon
4857
iPath Series B Carbon Exchange-Traded Notes
GRN
$20.2M
$78.7K ﹤0.01%
+2,300
BETR icon
4858
Better Home & Finance Holding
BETR
$492M
$78.4K ﹤0.01%
2,407
+300
GCBC icon
4859
Greene County Bancorp
GCBC
$405M
$78.3K ﹤0.01%
3,524
+74
NML
4860
Neuberger Energy Infrastructure and Income Fund Inc
NML
$561M
$78K ﹤0.01%
9,182
+2
CGGE
4861
Capital Group Global Equity ETF
CGGE
$1.98B
$78K ﹤0.01%
2,467
+1,949
CHAT icon
4862
Roundhill Generative AI & Technology ETF
CHAT
$1.06B
$77.9K ﹤0.01%
1,322
+22
NSEP
4863
Innovator Growth-100 Power Buffer ETF - September
NSEP
$50.9M
$77.9K ﹤0.01%
+2,666
TARA icon
4864
Protara Therapeutics
TARA
$349M
$77.7K ﹤0.01%
14,584
+247
HYAC.WS icon
4865
Haymaker Acquisition Corp 4 Warrants
HYAC.WS
0
ISVL icon
4866
iShares International Developed Small Cap Value Factor ETF
ISVL
$115M
$77.5K ﹤0.01%
1,628
-14
SUPX
4867
SuperX AI Technology Ltd
SUPX
$650M
$77.1K ﹤0.01%
4,920
+1,569
CATX icon
4868
Perspective Therapeutics
CATX
$535M
$77.1K ﹤0.01%
28,034
-408,323
BRW
4869
Saba Capital Income & Opportunities Fund
BRW
$276M
$77K ﹤0.01%
+10,991
MG icon
4870
Mistras Group
MG
$459M
$76.6K ﹤0.01%
6,054
-1,076
IBTG icon
4871
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.34B
$76.4K ﹤0.01%
3,342
SBFG icon
4872
SB Financial Group
SBFG
$130M
$76.4K ﹤0.01%
3,432
-1,725
FORA icon
4873
Forian
FORA
$65.3M
$76.3K ﹤0.01%
36,009
+5,500
USSE icon
4874
Segall Bryant & Hamill Select Equity ETF
USSE
$290M
$76.3K ﹤0.01%
2,271
-1,452
XNOV icon
4875
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$22.8M
$76.2K ﹤0.01%
+2,013