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
YJUN icon
5201
FT Vest International Equity Buffer ETF June
YJUN
$144M
$31K ﹤0.01%
1,209
-1,541
TTEC icon
5202
TTEC Holdings
TTEC
$115M
$31K ﹤0.01%
8,605
-23,502
DRIP icon
5203
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$42M
$30.9K ﹤0.01%
3,423
-1,500
AVBH
5204
Avidbank Holdings
AVBH
$328M
$30.9K ﹤0.01%
+1,162
GCOR icon
5205
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$760M
$30.8K ﹤0.01%
+743
CHT icon
5206
Chunghwa Telecom
CHT
$33.1B
$30.4K ﹤0.01%
729
+16
FGM icon
5207
First Trust Germany AlphaDEX Fund
FGM
$92.6M
$30.2K ﹤0.01%
+485
VOR icon
5208
Vor Biopharma
VOR
$531M
$30.2K ﹤0.01%
2,312
+2,234
TKNO icon
5209
Alpha Teknova
TKNO
$107M
$30.2K ﹤0.01%
7,948
+185
TEAD
5210
Teads Holding Co
TEAD
$71M
$30.2K ﹤0.01%
42,835
+27,648
BACCR
5211
Blue Acquisition Corp Right
BACCR
$30K ﹤0.01%
+100,000
OMFS icon
5212
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$278M
$29.5K ﹤0.01%
664
+574
CSM icon
5213
ProShares Large Cap Core Plus
CSM
$483M
$29.4K ﹤0.01%
369
RWLC
5214
Rayliant Wilshire NxtGen US Large Cap Equity ETF
RWLC
$93.4M
$29.3K ﹤0.01%
+882
GCAL
5215
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$155M
$29.2K ﹤0.01%
573
-35,359
CSMD icon
5216
Congress SMid Growth ETF
CSMD
$461M
$29.1K ﹤0.01%
+919
NEN icon
5217
New England Realty Associates
NEN
$227M
$29K ﹤0.01%
450
COYA icon
5218
Coya Therapeutics
COYA
$98.6M
$29K ﹤0.01%
5,000
DDLS icon
5219
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$472M
$28.9K ﹤0.01%
672
-337
RZG icon
5220
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$113M
$28.8K ﹤0.01%
530
+222
NFLT icon
5221
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$380M
$28.8K ﹤0.01%
1,248
+648
ATOM icon
5222
Atomera
ATOM
$124M
$28.5K ﹤0.01%
12,910
+831
AJUL
5223
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$58.4M
$28.5K ﹤0.01%
979
-100
EP icon
5224
Empire Petroleum
EP
$102M
$27.8K ﹤0.01%
9,148
-10,321
LGO
5225
Largo
LGO
$126M
$27.6K ﹤0.01%
29,435
-10,834