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
GTEN
3976
Gores Holdings X
GTEN
$467M
$512K ﹤0.01%
49,797
+131
IPEX
3977
Inflection Point Acquisition Corp V
IPEX
$123M
$512K ﹤0.01%
49,942
-99,948
FCRS.U
3978
FutureCrest Acquisition Corp Units
FCRS.U
$512K ﹤0.01%
50,000
-57,609
WENNU
3979
Wen Acquisition Corp Unit
WENNU
$512K ﹤0.01%
50,000
TACH
3980
Titan Acquisition Corp
TACH
$355M
$511K ﹤0.01%
49,853
+109
SDHI
3981
Siddhi Acquisition Corp
SDHI
$358M
$511K ﹤0.01%
49,787
-49,954
SHEN icon
3982
Shenandoah Telecom
SHEN
$710M
$511K ﹤0.01%
44,196
-358
XRPN
3983
Armada Acquisition Corp II
XRPN
$324M
$511K ﹤0.01%
49,873
-189,967
OTGAU
3984
OTG Acquisition Corp I Unit
OTGAU
$211M
$510K ﹤0.01%
50,000
-22,500
BACC
3985
Blue Acquisition Corp
BACC
$285M
$509K ﹤0.01%
+49,889
MFIC icon
3986
MidCap Financial Investment
MFIC
$1.04B
$509K ﹤0.01%
44,466
-7,763
NMPAU
3987
NMP Acquisition Corp Units
NMPAU
$104M
$509K ﹤0.01%
50,000
RUM icon
3988
Rumble
RUM
$2.02B
$508K ﹤0.01%
80,447
-8,672
SOUL
3989
Soulpower Acquisition Corp
SOUL
$347M
$508K ﹤0.01%
+50,000
GEF.B icon
3990
Greif Class B
GEF.B
$3.36B
$507K ﹤0.01%
6,794
-2,356
KOYNU
3991
CSLM Digital Asset Acquisition Corp III Units
KOYNU
$507K ﹤0.01%
50,088
-50,005
HVMCU
3992
Highview Merger Corp Units
HVMCU
$210M
$507K ﹤0.01%
50,000
-76,386
EVOXU
3993
Evolution Global Acquisition Corp Units
EVOXU
$180M
$507K ﹤0.01%
+50,000
EGHA
3994
EGH Acquisition Corp
EGHA
$209M
$506K ﹤0.01%
49,917
-24,939
EVAC.U
3995
EQV Ventures Acquisition Corp II Units
EVAC.U
$506K ﹤0.01%
50,000
HTZ icon
3996
Hertz
HTZ
$1.57B
$505K ﹤0.01%
98,262
-141,335
RDAG
3997
Republic Digital Acquisition Co
RDAG
$383M
$505K ﹤0.01%
49,840
-49,882
NAVN
3998
Navan Inc
NAVN
$2.6B
$504K ﹤0.01%
+29,529
SCIIU
3999
SC II Acquisition Corp Units
SCIIU
$156M
$504K ﹤0.01%
+50,000
TNGX icon
4000
Tango Therapeutics
TNGX
$1.74B
$504K ﹤0.01%
56,835
+22,919