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
KRP icon
5326
Kimbell Royalty Partners
KRP
$1.32B
$17.3K ﹤0.01%
1,470
-4,181
TYG
5327
Tortoise Energy Infrastructure Corp
TYG
$1B
$17K ﹤0.01%
416
BDTX icon
5328
Black Diamond Therapeutics
BDTX
$126M
$17K ﹤0.01%
6,999
+6,697
VRIG icon
5329
Invesco Variable Rate Investment Grade ETF
VRIG
$1.36B
$16.9K ﹤0.01%
674
-3,372
GSWO
5330
Goldman Sachs ActiveBeta World Equity ETF
GSWO
$1.59B
$16.9K ﹤0.01%
292
+226
SLSN
5331
Solesence Inc
SLSN
$93.8M
$16.7K ﹤0.01%
10,458
-7,921
CGMM
5332
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.48B
$16.7K ﹤0.01%
+578
VALU icon
5333
Value Line
VALU
$349M
$16.5K ﹤0.01%
429
-388
AZ icon
5334
A2Z Smart Technologies
AZ
$254M
$16.4K ﹤0.01%
2,520
CATH icon
5335
Global X S&P 500 Catholic Values ETF
CATH
$1.1B
$16.4K ﹤0.01%
+199
BIBL icon
5336
Inspire 100 ETF
BIBL
$394M
$16.3K ﹤0.01%
+361
DBEZ icon
5337
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
$67M
$16.2K ﹤0.01%
+293
STKS icon
5338
The ONE Group
STKS
$69.4M
$16.1K ﹤0.01%
9,228
-2,535
VCV icon
5339
Invesco California Value Municipal Income Trust
VCV
$543M
$16.1K ﹤0.01%
1,450
SWZ
5340
Swiss Helvetia Fund
SWZ
$104M
$16.1K ﹤0.01%
2,581
BCI icon
5341
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.13B
$16K ﹤0.01%
817
-5,401
SDG icon
5342
iShares MSCI Global Sustainable Development Goals ETF
SDG
$170M
$15.9K ﹤0.01%
+189
SIXH icon
5343
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$543M
$15.7K ﹤0.01%
400
LSAT icon
5344
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$60.3M
$15.7K ﹤0.01%
404
UIVM icon
5345
VictoryShares International Value Momentum ETF
UIVM
$322M
$15.7K ﹤0.01%
+243
LCTX icon
5346
Lineage Cell Therapeutics
LCTX
$382M
$15.7K ﹤0.01%
9,384
-3,985
MLCI
5347
Mount Logan Capital Inc
MLCI
$77M
$15.6K ﹤0.01%
1,888
AVES icon
5348
Avantis Emerging Markets Value ETF
AVES
$1.19B
$15.5K ﹤0.01%
266
+254
SPBC icon
5349
Simplify US Equity PLUS GBTC ETF
SPBC
$50.1M
$15.5K ﹤0.01%
+346
SPCB icon
5350
SuperCom
SPCB
$41.8M
$15.4K ﹤0.01%
1,700