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
PJFG icon
6476
PGIM Jennison Focused Growth ETF
PJFG
$151M
-248
PMN icon
6477
ProMIS Neurosciences
PMN
$94.9M
-3
PNNT
6478
Pennant Park Investment Corp
PNNT
$276M
-200
POET icon
6479
POET Technologies
POET
$3.14B
-4,000
POWA icon
6480
Invesco Bloomberg Pricing Power ETF
POWA
$177M
-118
PPTY icon
6481
US Diversified Real Estate ETF
PPTY
$24.4M
-825
PRO
6482
DELISTED
PROS Holdings
PRO
-42,405
PRTS icon
6483
CarParts.com
PRTS
$54.6M
-263
PSBD icon
6484
Palmer Square Capital BDC
PSBD
$337M
-6,425
PSCM icon
6485
Invesco S&P SmallCap Materials ETF
PSCM
$20.9M
-2
PSFE.WS
6486
DELISTED
Paysafe Ltd Warrants
PSFE.WS
0
PVBC
6487
DELISTED
Provident Bancorp
PVBC
-14,903
PYPD icon
6488
PolyPid
PYPD
$83.6M
-435
PZG icon
6489
Paramount Gold Nevada
PZG
$127M
-125
QJUN icon
6490
FT Vest Growth-100 Buffer ETF June
QJUN
$640M
-508
QQXT icon
6491
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$175M
-2,300
QRFT icon
6492
Qraft AI-Enhanced US Large Cap ETF
QRFT
$15.7M
-18
RAIL icon
6493
FreightCar America
RAIL
$159M
-86,931
RBOT.WS
6494
DELISTED
Vicarious Surgical Inc Warrants
RBOT.WS
0
RDOG icon
6495
ALPS REIT Dividend Dogs ETF
RDOG
$10.8M
0
RFIL icon
6496
RF Industries
RFIL
$197M
-1,080
RILY icon
6497
BRC Group Holdings
RILY
$347M
0
ROKT icon
6498
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$175M
-800
RTH icon
6499
VanEck Retail ETF
RTH
$257M
-20,753
RWAY icon
6500
Runway Growth Finance
RWAY
$283M
-10,754