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
LVRO icon
5651
Lavoro
LVRO
$112M
$2.7K ﹤0.01%
6,000
PCEF icon
5652
Invesco CEF Income Composite ETF
PCEF
$827M
$2.7K ﹤0.01%
135
-65
XBIT icon
5653
XBiotech
XBIT
$74.7M
$2.69K ﹤0.01%
1,128
-1,254
APT icon
5654
Alpha Pro Tech
APT
$53.8M
$2.69K ﹤0.01%
606
+546
CVGI icon
5655
Commercial Vehicle Group
CVGI
$61.3M
$2.68K ﹤0.01%
1,861
-281
KIO
5656
KKR Income Opportunities Fund
KIO
$480M
$2.67K ﹤0.01%
230
IBDW icon
5657
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.23B
$2.67K ﹤0.01%
126
-318,903
NVG icon
5658
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.85B
$2.63K ﹤0.01%
208
ANRO icon
5659
Alto Neuroscience
ANRO
$525M
$2.6K ﹤0.01%
+146
MGX icon
5660
Metagenomi Therapeutics
MGX
$54.8M
$2.58K ﹤0.01%
1,596
-60,963
QMFE
5661
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$29.1M
$2.58K ﹤0.01%
+116
IBDX icon
5662
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.6B
$2.58K ﹤0.01%
101
-49,982
TENM
5663
iShares Large Cap 10% Target Buffer Mar ETF
TENM
$184M
$2.54K ﹤0.01%
+100
VRA icon
5664
Vera Bradley
VRA
$74.9M
$2.5K ﹤0.01%
+1,034
ONL
5665
Orion Office REIT
ONL
$149M
$2.5K ﹤0.01%
1,105
+194
AIVI icon
5666
WisdomTree International AI Enhanced Value Fund
AIVI
$63.4M
$2.49K ﹤0.01%
47
FBIO icon
5667
Fortress Biotech
FBIO
$112M
$2.46K ﹤0.01%
672
AIA icon
5668
iShares Asia 50 ETF
AIA
$2.56B
$2.44K ﹤0.01%
25
CMCM
5669
Cheetah Mobile
CMCM
$171M
$2.44K ﹤0.01%
406
MBAI
5670
Check-Cap
MBAI
$13.4M
$2.43K ﹤0.01%
1,500
GLRY icon
5671
Inspire Growth ETF
GLRY
$145M
$2.4K ﹤0.01%
+67
IMOS
5672
ChipMOS TECHNOLOGIES
IMOS
$1.23B
$2.37K ﹤0.01%
80
GORO icon
5673
Gold Resource Corp
GORO
$272M
$2.36K ﹤0.01%
2,846
+844
AKO.B icon
5674
Embotelladora Andina Series B
AKO.B
$4.87B
$2.34K ﹤0.01%
84
FCG icon
5675
First Trust Natural Gas ETF
FCG
$542M
$2.34K ﹤0.01%
+100