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
FATE icon
5101
Fate Therapeutics
FATE
$144M
$42.7K ﹤0.01%
43,436
-6,980
FYC icon
5102
First Trust Small Cap Growth AlphaDEX Fund
FYC
$912M
$42.7K ﹤0.01%
444
-429
IHAK icon
5103
iShares Cybersecurity and Tech ETF
IHAK
$747M
$42.5K ﹤0.01%
883
+868
RNAC icon
5104
Cartesian Therapeutics
RNAC
$170M
$42.5K ﹤0.01%
5,889
-235
VWAV
5105
VisionWave Holdings
VWAV
$136M
$42.3K ﹤0.01%
4,564
+3,428
FSCO
5106
FS Credit Opportunities Corp
FSCO
$1.14B
$42.2K ﹤0.01%
6,702
HNVR icon
5107
Hanover Bancorp
HNVR
$160M
$42.1K ﹤0.01%
1,822
-954
AVGE icon
5108
Avantis All Equity Markets ETF
AVGE
$767M
$41.9K ﹤0.01%
488
-175
JSI icon
5109
Janus Henderson Securitized Income ETF
JSI
$1.46B
$41.6K ﹤0.01%
800
ETHW
5110
Bitwise Ethereum ETF
ETHW
$235M
$41.3K ﹤0.01%
+1,942
FYLD icon
5111
Cambria Foreign Shareholder Yield ETF
FYLD
$574M
$41.2K ﹤0.01%
1,269
+918
DTCR icon
5112
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.1B
$41.2K ﹤0.01%
+1,954
FELV icon
5113
Fidelity Enhanced Large Cap Value ETF
FELV
$2.7B
$41.2K ﹤0.01%
1,189
+902
IBHF icon
5114
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.05B
$41.1K ﹤0.01%
1,781
+1,446
PBE icon
5115
Invesco Biotechnology & Genome ETF
PBE
$262M
$41.1K ﹤0.01%
500
XES icon
5116
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$401M
$41.1K ﹤0.01%
501
-173
BRCC icon
5117
BRC Inc
BRCC
$83.6M
$41K ﹤0.01%
36,939
-2,016
ULH icon
5118
Universal Logistics Holdings
ULH
$426M
$41K ﹤0.01%
2,699
-119
JILL icon
5119
J. Jill
JILL
$247M
$41K ﹤0.01%
2,987
+15
TPSC icon
5120
Timothy Plan US Small Cap Core ETF
TPSC
$290M
$40.8K ﹤0.01%
+984
SRTY icon
5121
ProShares UltraPro Short Russell2000
SRTY
$84.2M
$40.7K ﹤0.01%
+958
ACRV icon
5122
Acrivon Therapeutics
ACRV
$51.4M
$40.6K ﹤0.01%
16,864
+15,123
KYTX icon
5123
Kyverna Therapeutics
KYTX
$433M
$40.2K ﹤0.01%
4,274
-2,401
CARL
5124
Carlsmed
CARL
$291M
$40.1K ﹤0.01%
3,250
+516
OPENW
5125
Opendoor Technologies Inc Series K Warrants
OPENW
$20.8M
0