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
$1.49T
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
QRFT icon
6326
Qraft AI-Enhanced US Large Cap ETF
QRFT
$15.9M
-18
RAIL icon
6327
FreightCar America
RAIL
$150M
-86,931
RFIL icon
6328
RF Industries
RFIL
$105M
-1,080
RILY icon
6329
BRC Group Holdings
RILY
$237M
0
ROKT icon
6330
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$76.2M
-800
RTH icon
6331
VanEck Retail ETF
RTH
$244M
-20,753
RXD icon
6332
ProShares UltraShort Health Care
RXD
$4.11M
0
SACH
6333
Sachem Capital Corp
SACH
$48.4M
-100
SAND
6334
DELISTED
Sandstorm Gold
SAND
-599,535
SCO icon
6335
ProShares UltraShort Bloomberg Crude Oil
SCO
$806M
-3,493
SCPH
6336
DELISTED
scPharmaceuticals
SCPH
-28,745
SCS
6337
DELISTED
Steelcase
SCS
-2,630,255
SEIX icon
6338
Virtus SEIX Senior Loan ETF
SEIX
$236M
-161,455
SFLO icon
6339
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$483M
-312
SIF icon
6340
SIFCO Industries
SIF
$75.5M
-8
TAOX
6341
Tao Synergies Inc
TAOX
$40M
-572
SOL
6342
DELISTED
Emeren Group
SOL
-358
SOND
6343
DELISTED
Sonder
SOND
-24
SONN
6344
DELISTED
Sonnet BioTherapeutics
SONN
-7,537
SPNS
6345
DELISTED
Sapiens International
SPNS
-553,146
SPPP
6346
Sprott Physical Platinum and Palladium Trust
SPPP
$645M
-9
SPR
6347
DELISTED
Spirit AeroSystems
SPR
-491,415
SPUS icon
6348
SP Funds S&P 500 Sharia ETF
SPUS
$1.96B
-8
SQQQ icon
6349
ProShares UltraPro Short QQQ
SQQQ
$2.95B
-36,977
SRDX
6350
DELISTED
Surmodics
SRDX
-11,483