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
PDO
6326
PIMCO Dynamic Income Opportunities Fund
PDO
$1.93B
-1
PDX
6327
PIMCO Dynamic Income Strategy Fund
PDX
$898M
-300
PED icon
6328
PEDEVCO
PED
$57M
-61
PETS icon
6329
PetMed Express
PETS
$66.3M
-5,851
PFFV icon
6330
Global X Variable Rate Preferred ETF
PFFV
$301M
-17,806
PGRE
6331
DELISTED
Paramount Group
PGRE
-4,391,256
PINC
6332
DELISTED
Premier
PINC
-520,106
PJFG icon
6333
PGIM Jennison Focused Growth ETF
PJFG
$132M
-248
PMN icon
6334
ProMIS Neurosciences
PMN
$32.7M
-3
PNNT
6335
Pennant Park Investment Corp
PNNT
$340M
-200
POET icon
6336
POET Technologies
POET
$858M
-4,000
POWA icon
6337
Invesco Bloomberg Pricing Power ETF
POWA
$199M
-118
PPTY icon
6338
US Diversified Real Estate ETF
PPTY
$28.2M
-825
PRO
6339
DELISTED
PROS Holdings
PRO
-42,405
PRTS icon
6340
CarParts.com
PRTS
$46.3M
-263
PSBD icon
6341
Palmer Square Capital BDC
PSBD
$361M
-6,425
PSCM icon
6342
Invesco S&P SmallCap Materials ETF
PSCM
$14.4M
-2
PSFE.WS
6343
DELISTED
Paysafe Ltd Warrants
PSFE.WS
0
PVBC
6344
DELISTED
Provident Bancorp
PVBC
-14,903
PYPD icon
6345
PolyPid
PYPD
$73.9M
-435
PZG icon
6346
Paramount Gold Nevada
PZG
$186M
-125
QJUN icon
6347
FT Vest Growth-100 Buffer ETF June
QJUN
$587M
-508
QQXT icon
6348
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$203M
-2,300
QRFT icon
6349
Qraft AI-Enhanced US Large Cap ETF
QRFT
$17.1M
-18
RAIL icon
6350
FreightCar America
RAIL
$253M
-86,931