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
FLRG icon
4926
Fidelity US Multifactor ETF
FLRG
$275M
$70.1K ﹤0.01%
1,846
-22,976
BUFD icon
4927
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.67B
$69.7K ﹤0.01%
+2,467
GAIA icon
4928
Gaia
GAIA
$81.9M
$69.5K ﹤0.01%
19,156
-1,312
JSMD icon
4929
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$841M
$68.9K ﹤0.01%
844
-8,200
OPBK icon
4930
OP Bancorp
OPBK
$209M
$68.8K ﹤0.01%
4,874
+123
MEGI
4931
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$802M
$68.8K ﹤0.01%
+5,000
BKGI icon
4932
BNY Mellon Global Infrastructure Income ETF
BKGI
$626M
$68.3K ﹤0.01%
1,692
+1,276
INVN
4933
Alger Russell Innovation ETF
INVN
$11.1M
$68.1K ﹤0.01%
+3,148
OCTU
4934
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$68.2M
$68K ﹤0.01%
2,390
-4,685
FINW icon
4935
FinWise Bancorp
FINW
$237M
$67.9K ﹤0.01%
3,786
-356
SNBR icon
4936
Sleep Number
SNBR
$215M
$67.8K ﹤0.01%
8,012
-184,524
CBK
4937
Commercial Bancgroup
CBK
$355M
$67.7K ﹤0.01%
+2,757
DRSK icon
4938
Aptus Defined Risk ETF
DRSK
$1.43B
$66.9K ﹤0.01%
+2,350
CDXS icon
4939
Codexis
CDXS
$108M
$66.8K ﹤0.01%
40,977
+2,641
EDOW icon
4940
First Trust Dow 30 Equal Weight ETF
EDOW
$296M
$66.7K ﹤0.01%
1,615
NFRA icon
4941
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.14B
$66.6K ﹤0.01%
1,100
+265
BEDY
4942
BNY Mellon Enhanced Dividend and Income ETF
BEDY
$126M
$66.3K ﹤0.01%
+2,491
BWLP icon
4943
BW LPG
BWLP
$2.53B
$66.2K ﹤0.01%
5,057
-46,114
LOMA
4944
Loma Negra
LOMA
$1.34B
$66K ﹤0.01%
5,098
-126,193
BALY icon
4945
Bally's
BALY
$684M
$65.4K ﹤0.01%
3,961
-754,450
QGRO icon
4946
American Century US Quality Growth ETF
QGRO
$2.14B
$65.4K ﹤0.01%
571
-198
SKYX icon
4947
SKYX Platforms
SKYX
$286M
$64.9K ﹤0.01%
29,886
-10,202
INMB icon
4948
INmune Bio
INMB
$38.3M
$64.5K ﹤0.01%
41,365
-16,349
REI icon
4949
Ring Energy
REI
$263M
$64.1K ﹤0.01%
73,646
+8,033
ONLN icon
4950
ProShares Online Retail ETF
ONLN
$62.7M
$63.9K ﹤0.01%
1,078