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
MYO icon
5176
Myomo
MYO
$31.5M
$33.8K ﹤0.01%
37,139
-41,137
ASST icon
5177
Strive Inc
ASST
$520M
$33.6K ﹤0.01%
+2,278
IBDV icon
5178
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.91B
$33.4K ﹤0.01%
1,515
-302,867
TCRX icon
5179
TScan Therapeutics
TCRX
$52.9M
$33.3K ﹤0.01%
33,349
-204,401
HFGO icon
5180
Hartford Large Cap Growth ETF
HFGO
$169M
$33.3K ﹤0.01%
1,221
ARAY icon
5181
Accuray
ARAY
$62.1M
$33.2K ﹤0.01%
40,306
-142,188
GGUS icon
5182
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
GGUS
$377M
$33.2K ﹤0.01%
521
-5,373
CGIC
5183
Capital Group International Core Equity ETF
CGIC
$1.31B
$33.1K ﹤0.01%
1,020
-419
AEYE icon
5184
AudioEye
AEYE
$86.4M
$33K ﹤0.01%
3,301
+16
LFVN icon
5185
LifeVantage
LFVN
$64.4M
$33K ﹤0.01%
5,353
+1,073
ONEY icon
5186
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$866M
$32.5K ﹤0.01%
286
-82
FTXR icon
5187
First Trust Nasdaq Transportation ETF
FTXR
$38.3M
$32.4K ﹤0.01%
+837
MILN
5188
Global X Millennial Consumer ETF
MILN
$102M
$32.4K ﹤0.01%
691
FTLF icon
5189
FitLife Brands
FTLF
$134M
$32.4K ﹤0.01%
1,992
-1,827
AVIV icon
5190
Avantis International Large Cap Value ETF
AVIV
$1.15B
$32.4K ﹤0.01%
+455
PNOV icon
5191
Innovator US Equity Power Buffer ETF November
PNOV
$957M
$32.3K ﹤0.01%
772
+241
FAX
5192
abrdn Asia-Pacific Income Fund
FAX
$667M
$31.9K ﹤0.01%
+2,082
QMOM icon
5193
Alpha Architect US Quantitative Momentum ETF
QMOM
$373M
$31.7K ﹤0.01%
+486
ARTY
5194
iShares Future AI & Tech ETF
ARTY
$2.26B
$31.6K ﹤0.01%
655
-442
GMF icon
5195
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$398M
$31.5K ﹤0.01%
227
+1
HYMC icon
5196
Hycroft Mining Holding Corp
HYMC
$2.95B
$31.5K ﹤0.01%
1,324
+1,294
FTGS icon
5197
First Trust Growth Strength ETF
FTGS
$1.25B
$31.3K ﹤0.01%
+886
LAKE icon
5198
Lakeland Industries
LAKE
$96.8M
$31.3K ﹤0.01%
3,538
-151
FSIG icon
5199
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.46B
$31.2K ﹤0.01%
1,624
+339
BLZRU
5200
Trailblazer Acquisition Corp Unit
BLZRU
$204M
$31K ﹤0.01%
3,035
-887,284