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
PMTS icon
5151
CPI Card Group
PMTS
$130M
$36K ﹤0.01%
2,449
+13
LGCY
5152
Legacy Education Inc
LGCY
$145M
$35.8K ﹤0.01%
3,511
+3,260
BXMX icon
5153
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.53B
$35.7K ﹤0.01%
2,428
QCJL
5154
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$69.8M
$35.6K ﹤0.01%
1,500
CIG icon
5155
CEMIG Preferred Shares
CIG
$6.35B
$35.5K ﹤0.01%
17,727
-284,743
MPX icon
5156
Marine Products Corp
MPX
$274M
$35.3K ﹤0.01%
4,034
-71
DH icon
5157
Definitive Healthcare
DH
$164M
$35.2K ﹤0.01%
12,248
-99,986
DSTX icon
5158
Distillate International Fundamental Stability & Value ETF
DSTX
$44.5M
$35K ﹤0.01%
1,104
UGA icon
5159
United States Gasoline Fund
UGA
$88M
$34.9K ﹤0.01%
566
AFRI icon
5160
Forafric Global
AFRI
$265M
$34.9K ﹤0.01%
3,167
-2,178
MKTW icon
5161
MarketWise
MKTW
$34.8M
$34.8K ﹤0.01%
2,319
-637
FNGD icon
5162
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
$853M
$34.8K ﹤0.01%
660
-393
FLCG
5163
Federated Hermes MDT Large Cap Growth ETF
FLCG
$385M
$34.7K ﹤0.01%
+1,049
EPU icon
5164
iShares MSCI Peru and Global Exposure ETF
EPU
$533M
$34.5K ﹤0.01%
477
+429
UNB icon
5165
Union Bankshares
UNB
$114M
$34.5K ﹤0.01%
1,454
-234
WRD
5166
WeRide Inc
WRD
$2.59B
$34.5K ﹤0.01%
3,970
-374
SGML icon
5167
Sigma Lithium
SGML
$1.49B
$34.4K ﹤0.01%
2,605
-1,555
LHAI
5168
Linkhome Holdings
LHAI
$21.7M
$34.3K ﹤0.01%
+4,493
PEPG icon
5169
PepGen
PEPG
$443M
$34.1K ﹤0.01%
5,241
+3,066
RFG icon
5170
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$314M
$34.1K ﹤0.01%
650
+122
SNCR icon
5171
Synchronoss Technologies
SNCR
$104M
$34K ﹤0.01%
3,974
-29,287
AGOX icon
5172
Adaptive Alpha Opportunities ETF
AGOX
$371M
$34K ﹤0.01%
1,191
+815
VHI icon
5173
Valhi
VHI
$442M
$33.9K ﹤0.01%
2,817
-2,563
ELDN icon
5174
Eledon Pharmaceuticals
ELDN
$161M
$33.9K ﹤0.01%
22,442
-249
WIP icon
5175
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$398M
$33.9K ﹤0.01%
860
-42