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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
PSCM icon
6301
Invesco S&P SmallCap Materials ETF
PSCM
$21.1M
-2
PSFE.WS
6302
DELISTED
Paysafe Ltd Warrants
PSFE.WS
0
PVBC
6303
DELISTED
Provident Bancorp
PVBC
-14,903
PYPD icon
6304
PolyPid
PYPD
$91.1M
-435
PZG icon
6305
Paramount Gold Nevada
PZG
$98.7M
-125
QJUN icon
6306
FT Vest Growth-100 Buffer ETF June
QJUN
$628M
-508
QQXT icon
6307
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$176M
-2,300
QRFT icon
6308
Qraft AI-Enhanced US Large Cap ETF
QRFT
$15.3M
-18
RAIL icon
6309
FreightCar America
RAIL
$195M
-86,931
RBOT.WS
6310
DELISTED
Vicarious Surgical Inc Warrants
RBOT.WS
0
RDOG icon
6311
ALPS REIT Dividend Dogs ETF
RDOG
$11.6M
0
RFIL icon
6312
RF Industries
RFIL
$233M
-1,080
RILY icon
6313
BRC Group Holdings
RILY
$303M
0
ROKT icon
6314
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$234M
-800
RTH icon
6315
VanEck Retail ETF
RTH
$244M
-20,753
RWAY icon
6316
Runway Growth Finance
RWAY
$225M
-10,754
RXD icon
6317
ProShares UltraShort Health Care
RXD
$3.19M
0
RZV icon
6318
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$285M
-102
SACH
6319
Sachem Capital Corp
SACH
$45.6M
-100
SAND
6320
DELISTED
Sandstorm Gold
SAND
-599,535
SCO icon
6321
ProShares UltraShort Bloomberg Crude Oil
SCO
$995M
-873
SCPH
6322
DELISTED
scPharmaceuticals
SCPH
-28,745
SCS
6323
DELISTED
Steelcase
SCS
-2,630,255
SEIX icon
6324
Virtus SEIX Senior Loan ETF
SEIX
$252M
-161,455
SFLO icon
6325
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$602M
-312