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
FDT icon
4901
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.01B
$73.7K ﹤0.01%
928
+340
GIFI
4902
DELISTED
Gulf Island Fabrication
GIFI
$73.4K ﹤0.01%
+6,136
XJUL icon
4903
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$45.1M
$73.4K ﹤0.01%
1,879
-800
MLP icon
4904
Maui Land & Pineapple Co
MLP
$331M
$73.1K ﹤0.01%
4,313
-2,153
CRDF icon
4905
Cardiff Oncology
CRDF
$108M
$73K ﹤0.01%
25,977
+1,006
TNXP icon
4906
Tonix Pharmaceuticals
TNXP
$194M
$72.9K ﹤0.01%
4,668
+653
HUMA icon
4907
Humacyte
HUMA
$195M
$72.8K ﹤0.01%
75,782
+11,620
CHRS icon
4908
Coherus Oncology
CHRS
$195M
$72.6K ﹤0.01%
51,156
-56,445
QUAD icon
4909
Quad
QUAD
$333M
$72.5K ﹤0.01%
11,558
-260
PBUS icon
4910
Invesco MSCI USA ETF
PBUS
$10.1B
$72.2K ﹤0.01%
1,055
+600
CMPS
4911
Compass Pathways
CMPS
$558M
$72.2K ﹤0.01%
10,460
+349
LNKB icon
4912
LINKBANCORP
LNKB
$345M
$72.1K ﹤0.01%
8,725
-3,917
IPCXR
4913
Inflection Point Acquisition Corp III Rights
IPCXR
$72K ﹤0.01%
+200,000
DGS icon
4914
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$71.8K ﹤0.01%
1,254
-1,939
SNDA icon
4915
Sonida Senior Living
SNDA
$641M
$71.5K ﹤0.01%
2,194
-73
LFT
4916
Lument Finance Trust
LFT
$69.6M
$71.5K ﹤0.01%
50,696
-10,761
RMBI icon
4917
Richmond Mutual Bancorp
RMBI
$138M
$71.5K ﹤0.01%
5,090
-3,544
PSEP icon
4918
Innovator US Equity Power Buffer ETF September
PSEP
$912M
$71.3K ﹤0.01%
1,630
NL icon
4919
NL Industries
NL
$308M
$71.1K ﹤0.01%
12,994
-1,995
GSIG icon
4920
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$9.57M
$71.1K ﹤0.01%
1,491
-7
SPXS icon
4921
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$346M
$70.8K ﹤0.01%
1,995
-475
CLPR
4922
Clipper Realty
CLPR
$54.4M
$70.7K ﹤0.01%
18,509
-3,791
UBFO icon
4923
United Security Bancshares
UBFO
$193M
$70.3K ﹤0.01%
6,982
-3,143
ECBK icon
4924
ECB Bancorp
ECBK
$159M
$70.3K ﹤0.01%
4,041
-1,857
AXIA
4925
AXIA Energia
AXIA
$25.2B
$70.2K ﹤0.01%
7,663
+875