JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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 +$4.02B
2 +$3.55B
3 +$2.61B
4
APH icon
Amphenol
APH
+$2.33B
5
TTE icon
TotalEnergies
TTE
+$1.67B

Top Sells

1 +$9.67B
2 +$7.48B
3 +$7.25B
4
NVDA icon
NVIDIA
NVDA
+$6.05B
5
MSFT icon
Microsoft
MSFT
+$5.54B

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
TPCS icon
6151
TechPrecision Corp
TPCS
$38.6M
-13,750
TRML
6152
DELISTED
Tourmaline Bio
TRML
-14,291
TRT
6153
Trio-Tech International
TRT
$140M
-12
TSEC icon
6154
Touchstone Securitized Income ETF
TSEC
$148M
-5,928
TTSH
6155
DELISTED
Tile Shop Holdings
TTSH
-35,631
UAUG icon
6156
Innovator US Equity Ultra Buffer ETF August
UAUG
$169M
-1,968
UMAR icon
6157
Innovator US Equity Ultra Buffer ETF March
UMAR
$213M
-4,877
UMAY icon
6158
Innovator US Equity Ultra Buffer ETF May
UMAY
$75.7M
-833
UPLD icon
6159
Upland Software
UPLD
$23.1M
-2,129
UPXI icon
6160
Upexi
UPXI
$107M
-150,227
USB.PRH icon
6161
US Bancorp Series B Preferred Stock
USB.PRH
$764M
0
USEP icon
6162
Innovator US Equity Ultra Buffer ETF September
USEP
$154M
-426
USTB icon
6163
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.04B
-625
VBTX
6164
DELISTED
Veritex Holdings
VBTX
-403,125
VEGA icon
6165
AdvisorShares STAR Global Buy-Write ETF
VEGA
$85.7M
-1,897
VFVA icon
6166
Vanguard US Value Factor ETF
VFVA
$799M
-148
VMEO
6167
DELISTED
Vimeo
VMEO
-156,734
VRNA
6168
DELISTED
Verona Pharma
VRNA
-1,414,770
VRNT
6169
DELISTED
Verint Systems
VRNT
-646,139
VTLE
6170
DELISTED
Vital Energy
VTLE
-13,544
VVR icon
6171
Invesco Senior Income Trust
VVR
$465M
-155
WABF icon
6172
Western Asset Bond ETF
WABF
$16.2M
-745
WNS
6173
DELISTED
WNS Holdings
WNS
-2,219,708
WOW
6174
DELISTED
WideOpenWest
WOW
-67,602
WRN
6175
Western Copper and Gold
WRN
$670M
-72,400