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
ABEV icon
3851
Ambev
ABEV
$48.6B
$638K ﹤0.01%
258,301
-38,858
FTXO icon
3852
First Trust Nasdaq Bank ETF
FTXO
$274M
$636K ﹤0.01%
16,838
+15,811
BCARU
3853
D. Boral ARC Acquisition I Corp Units
BCARU
$630K ﹤0.01%
62,039
-461
CTGO icon
3854
Contango ORE
CTGO
$460M
$624K ﹤0.01%
23,630
-9,354
BBLU icon
3855
EA Bridgeway Blue Chip ETF
BBLU
$370M
$624K ﹤0.01%
40,885
+2,345
FDUS icon
3856
Fidus Investment
FDUS
$687M
$622K ﹤0.01%
32,245
+23,452
UJUN icon
3857
Innovator US Equity Ultra Buffer ETF June
UJUN
$80.7M
$622K ﹤0.01%
16,631
-5,691
ATNI icon
3858
ATN International
ATNI
$439M
$622K ﹤0.01%
27,270
+3,299
ORKA
3859
Oruka Therapeutics
ORKA
$1.56B
$619K ﹤0.01%
20,417
+5,938
SPXV icon
3860
ProShares S&P 500 ex-Health Care ETF
SPXV
$35.6M
$618K ﹤0.01%
8,288
ENLT icon
3861
Enlight Renewable Energy
ENLT
$8.58B
$616K ﹤0.01%
13,541
+449
BORR
3862
Borr Drilling
BORR
$1.73B
$615K ﹤0.01%
152,531
+27,512
GOVZ icon
3863
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$329M
$614K ﹤0.01%
66,389
+2,654
DWX icon
3864
State Street SPDR S&P International Dividend ETF
DWX
$528M
$614K ﹤0.01%
13,977
-224
GDXJ icon
3865
VanEck Junior Gold Miners ETF
GDXJ
$11.1B
$614K ﹤0.01%
5,397
+74
NUGT icon
3866
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.51B
$614K ﹤0.01%
3,340
+664
PACK icon
3867
Ranpak Holdings
PACK
$504M
$613K ﹤0.01%
113,389
-19,652
BNO icon
3868
United States Brent Oil Fund
BNO
$142M
$610K ﹤0.01%
21,555
+659
TH icon
3869
Target Hospitality
TH
$713M
$610K ﹤0.01%
76,181
+6,013
GRDN
3870
Guardian Pharmacy Services
GRDN
$2.12B
$610K ﹤0.01%
20,273
+12,374
PHVS icon
3871
Pharvaris
PHVS
$1.72B
$609K ﹤0.01%
21,942
-5,143
BFEB icon
3872
Innovator US Equity Buffer ETF February
BFEB
$181M
$609K ﹤0.01%
12,510
-5,194
EBND icon
3873
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.31B
$608K ﹤0.01%
28,472
+1,913
DFCA icon
3874
Dimensional California Municipal Bond ETF
DFCA
$654M
$607K ﹤0.01%
12,125
-9,654
KYIV
3875
Kyivstar Group
KYIV
$2.96B
$607K ﹤0.01%
46,758
+46,526