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
MASS icon
5001
908 Devices
MASS
$235M
$57.7K ﹤0.01%
10,993
-245
CGSM icon
5002
Capital Group Short Duration Municipal Income ETF
CGSM
$1.04B
$57.5K ﹤0.01%
2,183
+542
PTH icon
5003
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$121M
$57.4K ﹤0.01%
1,154
DBO icon
5004
Invesco DB Oil Fund
DBO
$223M
$56.6K ﹤0.01%
4,640
+355
RAPT icon
5005
RAPT Therapeutics
RAPT
$1.67B
$56.5K ﹤0.01%
1,668
+1,345
AIVL icon
5006
WisdomTree US AI Enhanced Value Fund
AIVL
$397M
$56.3K ﹤0.01%
490
-130
GLSI icon
5007
Greenwich LifeSciences
GLSI
$372M
$56.2K ﹤0.01%
2,677
+136
FPX icon
5008
First Trust US Equity Opportunities ETF
FPX
$1.2B
$56.1K ﹤0.01%
342
-450
TRAK icon
5009
ReposiTrak
TRAK
$188M
$55.9K ﹤0.01%
4,515
-78
CORZZ icon
5010
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.47B
0
CRESY
5011
Cresud
CRESY
$757M
$55.7K ﹤0.01%
+4,411
QTUM icon
5012
Defiance Quantum ETF
QTUM
$3.7B
$55.7K ﹤0.01%
508
+406
USGO icon
5013
US GoldMining
USGO
$155M
$55.6K ﹤0.01%
6,301
+4,836
HSAI
5014
Hesai Group
HSAI
$4.05B
$55.6K ﹤0.01%
2,481
-695,973
PLX icon
5015
Protalix BioTherapeutics
PLX
$239M
$55.6K ﹤0.01%
30,874
+883
FONR icon
5016
Fonar
FONR
$117M
$55.4K ﹤0.01%
2,987
SHAG icon
5017
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.4M
$55.3K ﹤0.01%
1,151
-215
UTEN icon
5018
US Treasury 10 Year Note ETF
UTEN
$285M
$55.2K ﹤0.01%
1,252
+407
FINX icon
5019
Global X FinTech ETF
FINX
$193M
$54.9K ﹤0.01%
1,865
SYLD icon
5020
Cambria Shareholder Yield ETF
SYLD
$936M
$54.9K ﹤0.01%
789
+324
IVVD icon
5021
Invivyd
IVVD
$440M
$54.7K ﹤0.01%
22,161
+20,548
BNT
5022
Brookfield Wealth Solutions
BNT
$11.8B
$54.5K ﹤0.01%
1,187
-400
BMVP icon
5023
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$105M
$54.2K ﹤0.01%
1,110
+360
JHEM icon
5024
John Hancock Multifactor Emerging Markets ETF
JHEM
$713M
$54K ﹤0.01%
1,641
-37
KVACW icon
5025
Keen Vision Acquisition Corp Warrant
KVACW
$1.99M
0