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
STXS icon
4976
Stereotaxis
STXS
$186M
$60.4K ﹤0.01%
26,260
-189
TECB icon
4977
iShares US Tech Breakthrough Multisector ETF
TECB
$409M
$60.3K ﹤0.01%
990
-353
SOR
4978
Source Capital
SOR
$401M
$60.3K ﹤0.01%
1,317
-407
SFBC icon
4979
Sound Financial Bancorp
SFBC
$106M
$60.2K ﹤0.01%
1,379
-288
PXED
4980
Phoenix Education Partners
PXED
$1.01B
$59.9K ﹤0.01%
+1,977
SCYB icon
4981
Schwab High Yield Bond ETF
SCYB
$2.28B
$59.6K ﹤0.01%
2,254
+1,916
WEST icon
4982
Westrock Coffee
WEST
$485M
$59.5K ﹤0.01%
14,624
-271
AVRE icon
4983
Avantis Real Estate ETF
AVRE
$736M
$59.5K ﹤0.01%
1,366
+895
PBD icon
4984
Invesco Global Clean Energy ETF
PBD
$186M
$59.4K ﹤0.01%
3,693
+30
PBFS icon
4985
Pioneer Bancorp
PBFS
$366M
$59.3K ﹤0.01%
4,397
-135
BNED icon
4986
Barnes & Noble Education
BNED
$264M
$59.2K ﹤0.01%
6,441
-83,622
SVCO
4987
Silvaco Group
SVCO
$113M
$59.1K ﹤0.01%
14,593
+8,154
FFAI
4988
Faraday Future Intelligent Electric
FFAI
$125M
$59K ﹤0.01%
57,882
+20,737
IMFL icon
4989
Invesco International Developed Dynamic Multifactor ETF
IMFL
$758M
$59K ﹤0.01%
+1,981
BKKT icon
4990
Bakkt Inc
BKKT
$275M
$58.9K ﹤0.01%
5,869
+1,336
BBCP icon
4991
Concrete Pumping Holdings
BBCP
$333M
$58.9K ﹤0.01%
8,774
-181
SHIP icon
4992
Seanergy Maritime Holdings
SHIP
$243M
$58.8K ﹤0.01%
6,372
-38,095
DIBS icon
4993
1stdibs.com
DIBS
$195M
$58.8K ﹤0.01%
9,814
-581
FNWD icon
4994
Finward Bancorp
FNWD
$163M
$58.7K ﹤0.01%
1,669
-994
SOHU
4995
Sohu.com
SOHU
$484M
$58.5K ﹤0.01%
3,741
NVNO icon
4996
enVVeno Medical
NVNO
$6.11M
$58.5K ﹤0.01%
5,209
COSO
4997
CoastalSouth Bancshares
COSO
$300M
$58.4K ﹤0.01%
2,512
-550
HYLS icon
4998
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.8B
$58.3K ﹤0.01%
1,392
AFCG
4999
AFC Gamma
AFCG
$49.9M
$58.2K ﹤0.01%
20,405
-20,864
MESO
5000
Mesoblast
MESO
$2.15B
$57.7K ﹤0.01%
3,200
+369