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
VNMEU
4301
Vendome Acquisition Corp I Unit
VNMEU
$259K ﹤0.01%
25,000
IXG icon
4302
iShares Global Financials ETF
IXG
$653M
$257K ﹤0.01%
2,128
+5
GTERU
4303
Globa Terra Acquisition Corp Units
GTERU
$257K ﹤0.01%
25,000
URNM icon
4304
Sprott Uranium Miners ETF
URNM
$2.34B
$257K ﹤0.01%
4,674
-7,844
AXINU
4305
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$256K ﹤0.01%
25,000
BRKRP
4306
Bruker Corporation 6.375% Series A Preferred Stock
BRKRP
$699M
$256K ﹤0.01%
699
-28,943
ALFUW
4307
Centurion Acquisition Corp Warrant
ALFUW
$3.36M
0
PELIU
4308
Pelican Acquisition Corp Unit
PELIU
$85.6M
$255K ﹤0.01%
25,000
RC
4309
Ready Capital
RC
$274M
$255K ﹤0.01%
116,788
-114,189
SEPW icon
4310
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$276M
$254K ﹤0.01%
+7,964
FMAO icon
4311
Farmers & Merchants Bancorp
FMAO
$407M
$254K ﹤0.01%
10,268
-2,434
STRV icon
4312
Strive 500 ETF
STRV
$1.02B
$254K ﹤0.01%
5,753
+5,348
INACU
4313
Indigo Acquisition Corp Unit
INACU
$253K ﹤0.01%
25,000
ZGN icon
4314
Zegna
ZGN
$2.81B
$253K ﹤0.01%
24,690
-329
RCMT icon
4315
RCM Technologies
RCMT
$136M
$252K ﹤0.01%
12,338
+2,331
FLGV icon
4316
Franklin US Treasury Bond ETF
FLGV
$1.11B
$252K ﹤0.01%
12,292
-211
LATAU
4317
Galata Acquisition Corp. II Units
LATAU
$251K ﹤0.01%
25,000
DSACU
4318
Daedalus Special Acquisition Corp Unit
DSACU
$251K ﹤0.01%
+25,000
ACEL icon
4319
Accel Entertainment
ACEL
$901M
$251K ﹤0.01%
22,004
-188,199
ZNTL icon
4320
Zentalis Pharmaceuticals
ZNTL
$155M
$250K ﹤0.01%
185,007
-538,068
SIXA icon
4321
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$455M
$250K ﹤0.01%
5,000
-1,000
HCMA
4322
HCM III Acquisition Corp
HCMA
$344M
$250K ﹤0.01%
24,813
BLND icon
4323
Blend Labs
BLND
$444M
$249K ﹤0.01%
82,066
-34,621
FEIM icon
4324
Frequency Electronics
FEIM
$457M
$249K ﹤0.01%
4,633
+1,980
FTMS
4325
Franklin Short-Term Municipal Income ETF
FTMS
$164M
$249K ﹤0.01%
+25,101