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
STRK
4276
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$569M
$271K ﹤0.01%
+3,446
KOCT icon
4277
Innovator US Small Cap Power Buffer ETF October
KOCT
$134M
$271K ﹤0.01%
8,058
-2,499
DIEM icon
4278
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$37.8M
$271K ﹤0.01%
8,072
-600
KIE icon
4279
State Street SPDR S&P Insurance ETF
KIE
$483M
$271K ﹤0.01%
4,505
-1,407,807
SLDP icon
4280
Solid Power
SLDP
$794M
$271K ﹤0.01%
63,701
+1,925
JANT icon
4281
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$66M
$271K ﹤0.01%
6,563
-714
NC icon
4282
NACCO Industries
NC
$414M
$270K ﹤0.01%
5,515
-1,048
FLHY icon
4283
Franklin High Yield Corporate ETF
FLHY
$750M
$270K ﹤0.01%
11,061
+374
ANNX icon
4284
Annexon
ANNX
$729M
$270K ﹤0.01%
53,729
+6,843
EDN
4285
Edenor
EDN
$1.24B
$270K ﹤0.01%
8,999
-73,108
NVBU
4286
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$38.3M
$269K ﹤0.01%
9,289
-711
VCIC
4287
Vine Hill Capital Investment Corp
VCIC
$311M
$268K ﹤0.01%
24,883
+87
XTL icon
4288
State Street SPDR S&P Telecom ETF
XTL
$264M
$267K ﹤0.01%
1,741
+93
BACQ
4289
Inflection Point Acquisition Corp IV
BACQ
$355M
$267K ﹤0.01%
24,864
-484,965
DDWM icon
4290
WisdomTree Dynamic International Equity Fund
DDWM
$1.26B
$266K ﹤0.01%
6,112
+2,140
ABCL icon
4291
AbCellera Biologics
ABCL
$928M
$265K ﹤0.01%
77,614
-53,050
LAND
4292
Gladstone Land Corp
LAND
$417M
$265K ﹤0.01%
28,966
-717
DECW icon
4293
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$218M
$264K ﹤0.01%
+7,781
CCIX
4294
Churchill Capital Corp IX
CCIX
$390M
$264K ﹤0.01%
24,843
-24,884
EBS icon
4295
Emergent Biosolutions
EBS
$569M
$264K ﹤0.01%
21,354
-1,074
SVXY icon
4296
ProShares Short VIX Short-Term Futures ETF
SVXY
$212M
$264K ﹤0.01%
4,763
+817
EGHAU
4297
EGH Acquisition Corp Unit
EGHAU
$264K ﹤0.01%
25,000
-500
BJUL icon
4298
Innovator US Equity Buffer ETF July
BJUL
$266M
$261K ﹤0.01%
5,147
-3,371
AMRN
4299
Amarin Corp
AMRN
$306M
$261K ﹤0.01%
18,694
-3,060
CBRL icon
4300
Cracker Barrel
CBRL
$701M
$259K ﹤0.01%
10,204
-158,630