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
IGPT icon
5026
Invesco AI and Next Gen Software ETF
IGPT
$693M
$53.5K ﹤0.01%
899
KYN icon
5027
Kayne Anderson Energy Infrastructure Fund
KYN
$2.33B
$53.2K ﹤0.01%
4,294
-2,544
DFAR icon
5028
Dimensional US Real Estate ETF
DFAR
$1.61B
$53.1K ﹤0.01%
2,281
-4,920
INCE
5029
Franklin Income Equity Focus ETF
INCE
$120M
$53K ﹤0.01%
867
EWCZ icon
5030
European Wax Center
EWCZ
$251M
$52.9K ﹤0.01%
14,698
+2,442
OMEX icon
5031
Odyssey Marine Exploration
OMEX
$92.5M
$52.9K ﹤0.01%
+26,987
SIEB icon
5032
Siebert Financial
SIEB
$103M
$52.7K ﹤0.01%
15,012
-3,436
BARK icon
5033
BARK
BARK
$136M
$52.4K ﹤0.01%
86,935
-91,181
PEW
5034
GrabAGun Digital Holdings
PEW
$86.1M
$52.3K ﹤0.01%
+17,367
PNBK icon
5035
Patriot National Bancorp
PNBK
$158M
$51.9K ﹤0.01%
28,497
+7,081
JYNT icon
5036
The Joint Corp
JYNT
$129M
$51.8K ﹤0.01%
5,939
+128
EPM icon
5037
Evolution Petroleum
EPM
$153M
$51.6K ﹤0.01%
14,573
+226
ANVS icon
5038
Annovis Bio
ANVS
$62.8M
$51.6K ﹤0.01%
14,900
XTN icon
5039
State Street SPDR S&P Transportation ETF
XTN
$287M
$51.5K ﹤0.01%
564
-70
CHMI
5040
Cherry Hill Mortgage Investment Corp
CHMI
$95.2M
$51.2K ﹤0.01%
20,074
FNOV icon
5041
FT Vest US Equity Buffer ETF November
FNOV
$1.14B
$51.1K ﹤0.01%
+932
DOGZ icon
5042
Dogness International Corp
DOGZ
$21.5M
$51K ﹤0.01%
+4,816
CFBK icon
5043
CF Bankshares
CFBK
$204M
$51K ﹤0.01%
2,044
-169
ENIC icon
5044
Enel Chile
ENIC
$5.84B
$51K ﹤0.01%
12,676
-527
IKT icon
5045
Inhibikase Therapeutics
IKT
$203M
$50.9K ﹤0.01%
24,849
-25,088
ALEC icon
5046
Alector
ALEC
$204M
$50.9K ﹤0.01%
32,623
-103,762
FXB icon
5047
Invesco CurrencyShares British Pound Sterling Trust
FXB
$72.2M
$50.9K ﹤0.01%
392
CVKD icon
5048
Cadrenal Therapeutics
CVKD
$12.9M
$50.9K ﹤0.01%
7,500
FXN icon
5049
First Trust Energy AlphaDEX Fund
FXN
$290M
$50.7K ﹤0.01%
3,078
-1,194
FNX icon
5050
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.28B
$50.6K ﹤0.01%
401
+123