Chase Account - New Portfolio
Chase Account
Individual Investor
Ranked #21,037 out of 859,299 TipRanks' Investors
Success Rate
132 out of 155
profitable transactions
profitable transactions
Average Return
32.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.64%
6-Month Return▲ 1.77%
12-Month Return▲ 40.07%
YTD Return▼ 1.71%
Total Return▲ 101.35%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.91%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.39%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.39%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.41%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.53%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 3.41%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.91%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.67%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.91%
▲ 10.96%▲ 2.38%▲ 1.39%
▼ 3.68%▲ 0.19%▲ 0.39%
▼ 0.10%▲ 0.08%▲ 0.41%
▲ 4.06%▲ 1.47%▼ 1.53%
▼ 1.12%▼ 0.86%▼ 3.41%
▲ 0.60%▼ 4.94%▼ 4.91%
▲ 12.62%▲ 7.63%▲ 8.67%
Recent Activity
Vanguard Health Care ETF
4.84%
▼ 1.04%
5
Buy
Apr 01, 2026
Microsoft
7.65%
▲ 20.52%
18
Buy
Mar 30, 2026
Wells Fargo
―
▲ 51.37%
16
Close
Mar 18, 2026
Visa
3.12%
▲ 5.65%
1
Open
Mar 18, 2026
Apple
13.71%
▲ 42.75%
15
Buy
Mar 16, 2026
Berkshire Hathaway B
6.45%
▲ 6.79%
7
Buy
Mar 16, 2026
JPMorgan Chase
5.77%
▲ 41.52%
6
Buy
Mar 16, 2026
Meta Platforms
5.08%
▲ 23.88%
9
Buy
Mar 16, 2026
Broadcom
5.6%
▲ 115.60%
6
Buy
Mar 16, 2026
Vanguard Mid-Cap ETF
5.94%
▲ 22.57%
4
Buy
Mar 16, 2026
Schwab US Dividend Equity ETF
9.33%
▲ 17.86%
5
Sell
Mar 16, 2026
Amazon
10.4%
▲ 104.52%
6
Sell
Mar 09, 2026
Walmart
6.01%
▲ 30.39%
3
Buy
Aug 28, 2025
Nvidia
10.03%
▲ 203.03%
8
Sell
Jul 21, 2025
Vanguard S&P 500 ETF
―
▲ 22.24%
12
Close
Apr 28, 2025
Vanguard Small-Cap ETF
6.08%
▲ 36.27%
2
Buy
Apr 28, 2025
Alphabet Class A
―
▲ 10.42%
8
Close
Apr 02, 2025
UnitedHealth
―
▲ 20.96%
6
Close
Jul 25, 2024
Mastercard
―
▼ 1.05%
2
Close
Jul 15, 2024
Conocophillips
―
▲ 6.51%
8
Close
Jun 25, 2024