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
SKYH icon
4876
Sky Harbour Group
SKYH
$301M
$76.2K ﹤0.01%
8,497
-72
IPX
4877
IperionX
IPX
$1.37B
$76.2K ﹤0.01%
2,106
BFIN
4878
DELISTED
BankFinancial
BFIN
$75.8K ﹤0.01%
6,315
-2,905
OVBC icon
4879
Ohio Valley Banc Corp
OVBC
$202M
$75.7K ﹤0.01%
1,894
-1,105
RMNI icon
4880
Rimini Street
RMNI
$278M
$75.7K ﹤0.01%
19,511
-421
DFSE icon
4881
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$557M
$75.7K ﹤0.01%
1,825
+1,400
WGMI icon
4882
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$239M
$75.4K ﹤0.01%
1,970
-3,603
CRD.A icon
4883
Crawford & Co Class A
CRD.A
$522M
$75.3K ﹤0.01%
6,690
-167
BSVN icon
4884
Bank7 Corp
BSVN
$416M
$75.2K ﹤0.01%
1,836
-1,914
FENC icon
4885
Fennec Pharmaceuticals
FENC
$288M
$75.2K ﹤0.01%
9,771
-55
UTF icon
4886
Cohen & Steers Infrastructure Fund
UTF
$2.63B
$75.2K ﹤0.01%
3,120
+3,020
GSSC icon
4887
GS ActiveBeta US Small Cap Equity ETF
GSSC
$896M
$75K ﹤0.01%
992
+805
LVWR icon
4888
LiveWire
LVWR
$547M
$74.9K ﹤0.01%
16,954
-126
EVCM icon
4889
EverCommerce
EVCM
$1.84B
$74.8K ﹤0.01%
6,180
-75,114
NPWR icon
4890
NET Power
NPWR
$179M
$74.8K ﹤0.01%
32,809
-180,120
SRBK icon
4891
SR Bancorp
SRBK
$133M
$74.1K ﹤0.01%
4,709
-1,867
MDWD icon
4892
MediWound
MDWD
$222M
$74.1K ﹤0.01%
4,013
+830
TNGY
4893
Tortoise Energy Fund
TNGY
$541M
$74K ﹤0.01%
8,187
RFFC icon
4894
ALPS Active Equity Opportunity ETF
RFFC
$28M
$74K ﹤0.01%
1,103
+26
STEM icon
4895
Stem
STEM
$94.8M
$74K ﹤0.01%
4,914
+4,602
BAFE
4896
Brown Advisory Flexible Equity ETF
BAFE
$1.52B
$73.9K ﹤0.01%
+2,705
ESPO icon
4897
VanEck Video Gaming and eSports ETF
ESPO
$284M
$73.9K ﹤0.01%
713
BUFF icon
4898
Innovator Laddered Allocation Power Buffer ETF
BUFF
$754M
$73.8K ﹤0.01%
1,481
-186
CNCK
4899
Coincheck Group
CNCK
$353M
$73.8K ﹤0.01%
29,302
+514
LDI icon
4900
loanDepot
LDI
$454M
$73.8K ﹤0.01%
35,653
+2,195