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
OXSQ icon
5676
Oxford Square Capital
OXSQ
$148M
$2.32K ﹤0.01%
1,320
BGSF icon
5677
BGSF Inc
BGSF
$65.7M
$2.31K ﹤0.01%
+500
PUI icon
5678
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$52.6M
$2.31K ﹤0.01%
53
-2,529
ANEB icon
5679
Anebulo Pharmaceuticals
ANEB
$19.5M
$2.28K ﹤0.01%
2,253
+115
OILK icon
5680
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$75.4M
$2.27K ﹤0.01%
61
SOCL icon
5681
Global X Social Media ETF
SOCL
$111M
$2.26K ﹤0.01%
41
QQQI icon
5682
NEOS Nasdaq 100 High Income ETF
QQQI
$8.16B
$2.26K ﹤0.01%
41
TGEN
5683
Tecogen Inc
TGEN
$114M
$2.22K ﹤0.01%
450
PSCH icon
5684
Invesco S&P SmallCap Health Care ETF
PSCH
$139M
$2.2K ﹤0.01%
50
VLN icon
5685
Valens Semiconductor
VLN
$156M
$2.19K ﹤0.01%
1,541
-11,705
HUHU
5686
HUHUTECH International Group
HUHU
$146M
$2.18K ﹤0.01%
225
+73
GRX
5687
Gabelli Healthcare & Wellness Trust
GRX
$152M
$2.17K ﹤0.01%
225
CSTE icon
5688
Caesarstone
CSTE
$72.9M
$2.17K ﹤0.01%
1,164
+135
GRWG icon
5689
GrowGeneration
GRWG
$67M
$2.16K ﹤0.01%
1,441
-101
SHIM icon
5690
Shimmick
SHIM
$142M
$2.13K ﹤0.01%
730
+116
MXI icon
5691
iShares Global Materials ETF
MXI
$338M
$2.13K ﹤0.01%
22
INTT icon
5692
inTEST
INTT
$131M
$2.11K ﹤0.01%
282
LZMH
5693
LZ Technology Holdings
LZMH
$170M
$2.09K ﹤0.01%
+1,259
CNTY icon
5694
Century Casinos
CNTY
$44.5M
$2.07K ﹤0.01%
1,555
+179
GUTS icon
5695
Fractyl Health
GUTS
$64.2M
$2.06K ﹤0.01%
934
-49,810
DIVZ icon
5696
Polen Dividend Income ETF
DIVZ
$235M
$2.04K ﹤0.01%
+56
ATNM icon
5697
Actinium Pharmaceuticals
ATNM
$34.6M
$2.03K ﹤0.01%
1,494
-68
ETW
5698
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.02B
$2.03K ﹤0.01%
220
TDTF icon
5699
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$980M
$2.01K ﹤0.01%
84
-594
KAPR icon
5700
Innovator US Small Cap Power Buffer ETF April
KAPR
$157M
$2K ﹤0.01%
57