JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OGEN icon
6201
Oragenics
OGEN
$2.18M
-681
OLO
6202
DELISTED
Olo Inc
OLO
-97,587
OPOF
6203
DELISTED
Old Point Financial
OPOF
-1,901
OPP
6204
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$188M
-10
OTRK
6205
DELISTED
Ontrak
OTRK
-6
OWLT icon
6206
Owlet
OWLT
$128M
-894
OWNS
6207
CCM Affordable Housing MBS ETF
OWNS
$101M
-3,675
PARAA
6208
DELISTED
Paramount Global Class A
PARAA
-1,239
PARA
6209
DELISTED
Paramount Global Class B
PARA
-5,633,697
PFEB icon
6210
Innovator US Equity Power Buffer ETF February
PFEB
$852M
-4,340
PFIG icon
6211
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$111M
-15,583
PHD
6212
DELISTED
Pioneer Floating Rate Fund
PHD
-128
PJUN icon
6213
Innovator US Equity Power Buffer ETF June
PJUN
$616M
-3,230
PLL
6214
DELISTED
Piedmont Lithium
PLL
-104,603
PMM
6215
Putnam Managed Municipal Income
PMM
$255M
-55
PPBI
6216
DELISTED
Pacific Premier Bancorp
PPBI
-92,825
PSF icon
6217
Cohen & Steers Select Preferred & Income Fund
PSF
$228M
-5
PSHG icon
6218
Performance Shipping
PSHG
$22.5M
-724
PST icon
6219
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$11.3M
-100
PWOD
6220
DELISTED
Penns Woods Bancorp
PWOD
-3,487
PXE icon
6221
Invesco Energy Exploration & Production ETF
PXE
$102M
-228
PZC
6222
DELISTED
PIMCO California Municipal Income Fund III
PZC
-953
QID icon
6223
ProShares UltraShort QQQ
QID
$369M
-663
QQQY icon
6224
Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF
QQQY
$156M
-1
QRHC icon
6225
Quest Resource Holding
QRHC
$24.3M
-448