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
MUNB
3626
Northern Trust 2035 Tax-Exempt Distributing Ladder ETF
MUNB
$10.2M
$1.01M ﹤0.01%
10,000
MGIC
3627
Magic Software Enterprises
MGIC
$928M
$1.01M ﹤0.01%
39,210
-32,871
JMBS icon
3628
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.68B
$1.01M ﹤0.01%
22,037
+15,856
MKLYU
3629
McKinley Acquisition Corp Units
MKLYU
$1.01M ﹤0.01%
100,000
-130,000
FEX icon
3630
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.45B
$1M ﹤0.01%
8,458
-1,311
AAAC
3631
Columbia AAA CLO ETF
AAAC
$1M ﹤0.01%
+50,000
GIC icon
3632
Global Industrial
GIC
$1.24B
$1M ﹤0.01%
34,225
+13,460
MESHU
3633
Meshflow Acquisition Corp Units
MESHU
$1M ﹤0.01%
+100,000
DOCT
3634
FT Vest US Equity Deep Buffer ETF October
DOCT
$371M
$1,000K ﹤0.01%
+22,577
LDEM icon
3635
iShares ESG MSCI EM Leaders ETF
LDEM
$34.7M
$999K ﹤0.01%
17,198
-107
IEO icon
3636
iShares US Oil & Gas Exploration & Production ETF
IEO
$502M
$994K ﹤0.01%
11,139
+382
GDOT icon
3637
Green Dot
GDOT
$662M
$993K ﹤0.01%
77,542
+48,986
OUSM icon
3638
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$951M
$991K ﹤0.01%
22,665
-1,344
CERT icon
3639
Certara
CERT
$1.05B
$987K ﹤0.01%
112,044
+20,927
PXH icon
3640
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.93B
$986K ﹤0.01%
38,199
-3,090
ECNS icon
3641
iShares MSCI China Small-Cap ETF
ECNS
$97.3M
$983K ﹤0.01%
30,000
QEFA icon
3642
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
$978K ﹤0.01%
10,789
+9,904
RUSHB icon
3643
Rush Enterprises Class B
RUSHB
$4.95B
$977K ﹤0.01%
17,357
-6,477
BEAGU
3644
Bold Eagle Acquisition Corp Units
BEAGU
$976K ﹤0.01%
90,000
-8,906
IIIN icon
3645
Insteel Industries
IIIN
$729M
$975K ﹤0.01%
30,792
+21,371
MTUS icon
3646
Metallus
MTUS
$862M
$974K ﹤0.01%
56,779
-114
UDIV icon
3647
Franklin US Core Dividend Tilt Index ETF
UDIV
$122M
$974K ﹤0.01%
18,320
+306
FREL icon
3648
Fidelity MSCI Real Estate Index ETF
FREL
$1.43B
$974K ﹤0.01%
36,207
+2,402
PSK icon
3649
State Street SPDR ICE Preferred Securities ETF
PSK
$767M
$974K ﹤0.01%
30,723
+6,613
HYS icon
3650
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.63B
$973K ﹤0.01%
10,264
-350