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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVEE
6226
DELISTED
NV5 Global
NVEE
-148,295
NZF icon
6227
Nuveen Municipal Credit Income Fund
NZF
$2.5B
-869
OGEN icon
6228
Oragenics
OGEN
$2.72M
-681
OLO
6229
DELISTED
Olo Inc
OLO
-97,587
OPOF
6230
DELISTED
Old Point Financial
OPOF
-1,901
OTRK
6231
DELISTED
Ontrak
OTRK
-6
OWLT icon
6232
Owlet
OWLT
$299M
-894
OWNS
6233
CCM Affordable Housing MBS ETF
OWNS
$116M
-3,675
PARAA
6234
DELISTED
Paramount Global Class A
PARAA
-1,239
PARA
6235
DELISTED
Paramount Global Class B
PARA
-5,633,697
PFEB icon
6236
Innovator US Equity Power Buffer ETF February
PFEB
$772M
-4,340
PFIG icon
6237
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$106M
-15,583
PHD
6238
DELISTED
Pioneer Floating Rate Fund
PHD
-128
PJUN icon
6239
Innovator US Equity Power Buffer ETF June
PJUN
$679M
-3,230
PLL
6240
DELISTED
Piedmont Lithium
PLL
-104,603
PMM
6241
Putnam Managed Municipal Income
PMM
$271M
-55
PPBI
6242
DELISTED
Pacific Premier Bancorp
PPBI
-92,825
PSF icon
6243
Cohen & Steers Select Preferred & Income Fund
PSF
$246M
-5
PSHG icon
6244
Performance Shipping
PSHG
$25.5M
-724
PST icon
6245
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$10.8M
-100
PWOD
6246
DELISTED
Penns Woods Bancorp
PWOD
-3,487
PXE icon
6247
Invesco Energy Exploration & Production ETF
PXE
$81.3M
-228
PZC
6248
DELISTED
PIMCO California Municipal Income Fund III
PZC
-953
QID icon
6249
ProShares UltraShort QQQ
QID
$248M
-663
QQQY icon
6250
Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF
QQQY
$180M
-1