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
FMNY icon
5451
First Trust New York Municipal High Income ETF
FMNY
$29.7M
$10K ﹤0.01%
375
PGACR
5452
Pantages Capital Acquisition Corp Right
PGACR
$10K ﹤0.01%
+50,000
RDNW
5453
RideNow Group
RDNW
$237M
$10K ﹤0.01%
+1,812
CFO icon
5454
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$419M
$9.97K ﹤0.01%
135
TNYA icon
5455
Tenaya Therapeutics
TNYA
$143M
$9.84K ﹤0.01%
13,827
+13,308
CGCV
5456
Capital Group Conservative Equity ETF
CGCV
$1.42B
$9.54K ﹤0.01%
313
+41
TMAT icon
5457
Main Thematic Innovation ETF
TMAT
$190M
$9.53K ﹤0.01%
381
RSMV
5458
Relative Strength Managed Volatility Strategy ETF
RSMV
$44.1M
$9.42K ﹤0.01%
344
ASM
5459
Avino Silver & Gold Mines
ASM
$1.54B
$9.31K ﹤0.01%
1,500
-183,580
GVIP icon
5460
Goldman Sachs Hedge Industry VIP ETF
GVIP
$456M
$9.29K ﹤0.01%
60
-799
MGNX icon
5461
MacroGenics
MGNX
$108M
$9.26K ﹤0.01%
5,753
-749,492
OAKM
5462
Oakmark U.S. Large Cap ETF
OAKM
$1.12B
$9.22K ﹤0.01%
+325
TSE icon
5463
Trinseo
TSE
$14.1M
$9.2K ﹤0.01%
18,518
-7,805
ETV
5464
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$9.17K ﹤0.01%
638
-1
TBT icon
5465
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$252M
$9.15K ﹤0.01%
262
-3,699
STVN icon
5466
Stevanato
STVN
$4.37B
$9.05K ﹤0.01%
450
-138
SOS
5467
SOS Limited
SOS
$11.6M
$9.03K ﹤0.01%
+6,497
CRON
5468
Cronos Group
CRON
$996M
$9.03K ﹤0.01%
3,433
TPHD icon
5469
Timothy Plan High Dividend Stock ETF
TPHD
$348M
$9.02K ﹤0.01%
+234
NIE
5470
Virtus Equity & Convertible Income Fund
NIE
$698M
$8.92K ﹤0.01%
358
-44
EVN
5471
Eaton Vance Municipal Income Trust
EVN
$443M
$8.85K ﹤0.01%
+822
SAFX
5472
XCF Global Inc
SAFX
$41.8M
$8.85K ﹤0.01%
32,419
-8,217
ZAPR
5473
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$36.9M
$8.84K ﹤0.01%
+343
BGDV
5474
Bahl & Gaynor Dividend ETF
BGDV
$759M
$8.77K ﹤0.01%
+320
CVM icon
5475
CEL-SCI Corp
CVM
$41.2M
$8.77K ﹤0.01%
1,667
+1,660