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
OCS icon
4951
Oculis Holding
OCS
$1.65B
$63.5K ﹤0.01%
+3,180
SKIN icon
4952
The Beauty Health Co
SKIN
$133M
$63.5K ﹤0.01%
45,669
-390
ESGG icon
4953
FlexShares STOXX Global ESG Select Index Fund
ESGG
$106M
$63.4K ﹤0.01%
309
RVSB icon
4954
Riverview Bancorp
RVSB
$112M
$63.4K ﹤0.01%
12,633
+4,401
BHR
4955
Braemar Hotels & Resorts
BHR
$204M
$63.2K ﹤0.01%
22,028
-1,721
SATL icon
4956
Satellogic
SATL
$449M
$62.7K ﹤0.01%
33,555
+5,734
MXCT icon
4957
MaxCyte
MXCT
$76.8M
$62.6K ﹤0.01%
40,388
-24,388
SWKH icon
4958
SWK Holdings
SWKH
$206M
$62.5K ﹤0.01%
3,631
-1,667
FAB icon
4959
First Trust Multi Cap Value AlphaDEX Fund
FAB
$138M
$62.4K ﹤0.01%
700
POWW icon
4960
Outdoor Holding Co
POWW
$222M
$62.3K ﹤0.01%
36,445
+843
CURI icon
4961
CuriosityStream
CURI
$189M
$62K ﹤0.01%
16,325
-52,313
FIDU icon
4962
Fidelity MSCI Industrials Index ETF
FIDU
$1.91B
$62K ﹤0.01%
752
-120
GUSH icon
4963
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$290M
$62K ﹤0.01%
+2,832
LARK icon
4964
Landmark Bancorp
LARK
$166M
$61.7K ﹤0.01%
2,356
-1,596
CSB icon
4965
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$267M
$61.5K ﹤0.01%
1,049
+144
ABLG
4966
Abacus FCF International Leaders ETF
ABLG
$30.2M
$61K ﹤0.01%
1,925
-18
TSSI
4967
TSS Inc
TSSI
$235M
$61K ﹤0.01%
8,633
+556
XOCT icon
4968
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$75.6M
$61K ﹤0.01%
+1,617
SPWH icon
4969
Sportsman's Warehouse
SPWH
$48.1M
$61K ﹤0.01%
41,789
-312,101
GLTR icon
4970
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.11B
$60.9K ﹤0.01%
296
-71
JAKK icon
4971
Jakks Pacific
JAKK
$196M
$60.8K ﹤0.01%
3,600
-13,735
HQI icon
4972
HireQuest
HQI
$153M
$60.7K ﹤0.01%
5,775
-1,846
ETY icon
4973
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.38B
$60.6K ﹤0.01%
3,949
QLV icon
4974
FlexShares US Quality Low Volatility Index Fund
QLV
$146M
$60.5K ﹤0.01%
840
+138
SGVT
4975
Schwab Government Money Market ETF
SGVT
$503M
$60.5K ﹤0.01%
602
-161