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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TMFM icon
5426
Motley Fool Mid-Cap Growth ETF
TMFM
$132M
$9.87K ﹤0.01%
+398
CCCC icon
5427
C4 Therapeutics
CCCC
$183M
$9.83K ﹤0.01%
4,429
-177
AFK icon
5428
VanEck Africa Index ETF
AFK
$152M
$9.75K ﹤0.01%
400
PPT
5429
Putnam Premier Income Trust
PPT
$346M
$9.69K ﹤0.01%
2,625
FELV icon
5430
Fidelity Enhanced Large Cap Value ETF
FELV
$2.7B
$9.63K ﹤0.01%
+287
ZENA
5431
ZenaTech Inc
ZENA
$133M
$9.6K ﹤0.01%
+2,000
CRON
5432
Cronos Group
CRON
$996M
$9.54K ﹤0.01%
3,433
OPXS icon
5433
Optex Systems
OPXS
$102M
$9.51K ﹤0.01%
+738
MMTM icon
5434
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$168M
$9.43K ﹤0.01%
33
HYPR icon
5435
Hyperfine
HYPR
$108M
$9.43K ﹤0.01%
+6,500
PIII icon
5436
P3 Health Partners
PIII
$7.03M
$9.35K ﹤0.01%
1,019
RDVI icon
5437
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.81B
$9.33K ﹤0.01%
361
-21
DDI
5438
DoubleDown Interactive
DDI
$434M
$9.21K ﹤0.01%
+986
GBLI icon
5439
Global Indemnity Group
GBLI
$404M
$9.21K ﹤0.01%
317
+119
RSMV
5440
Relative Strength Managed Volatility Strategy ETF
RSMV
$44.1M
$9.16K ﹤0.01%
+344
GIBOW
5441
GIBO Holdings Warrants
GIBOW
$86.7K
0
HURC icon
5442
Hurco Companies Inc
HURC
$118M
$9.13K ﹤0.01%
+525
ETV
5443
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$9.11K ﹤0.01%
639
+3
SFLO icon
5444
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$482M
$9.08K ﹤0.01%
+312
BRIF
5445
FIS Bright Portfolios Focused Equity ETF
BRIF
$111M
$9.05K ﹤0.01%
304
+300
SCYB icon
5446
Schwab High Yield Bond ETF
SCYB
$2.28B
$9.04K ﹤0.01%
+338
ACTV
5447
DELISTED
LeaderShares Activist Leaders ETF
ACTV
$9K ﹤0.01%
+266
FSZ icon
5448
First Trust Switzerland AlphaDEX Fund
FSZ
$46.9M
$8.91K ﹤0.01%
115
BLNK icon
5449
Blink Charging
BLNK
$97M
$8.89K ﹤0.01%
5,421
-37,444
RFIL icon
5450
RF Industries
RFIL
$117M
$8.89K ﹤0.01%
+1,080