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
BKAG icon
5126
BNY Mellon Core Bond ETF
BKAG
$2.24B
$40.1K ﹤0.01%
+945
ERX icon
5127
Direxion Daily Energy Bull 2X Shares
ERX
$302M
$40K ﹤0.01%
716
-50
AOUT icon
5128
American Outdoor Brands
AOUT
$109M
$39.6K ﹤0.01%
5,128
+24
PIFI icon
5129
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$105M
$39.6K ﹤0.01%
417
-182
PFLT icon
5130
PennantPark Floating Rate Capital
PFLT
$856M
$39.6K ﹤0.01%
4,267
-4,919
BKIE icon
5131
BNY Mellon International Equity ETF
BKIE
$1.25B
$39.3K ﹤0.01%
424
+360
CORZW icon
5132
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.11B
0
BSCW icon
5133
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.36B
$38.8K ﹤0.01%
1,861
-52,741
SBC
5134
SBC Medical Group
SBC
$478M
$38.8K ﹤0.01%
9,011
+4,669
HAIN icon
5135
Hain Celestial
HAIN
$87.1M
$38.7K ﹤0.01%
36,185
-267,256
PAMT
5136
PAMT Corp
PAMT
$247M
$38.7K ﹤0.01%
3,202
-3,826
ELA icon
5137
Envela
ELA
$334M
$38.5K ﹤0.01%
2,878
+15
AIRJ
5138
Montana Technologies Corp
AIRJ
$218M
$38K ﹤0.01%
9,655
-13,863
PDEC icon
5139
Innovator US Equity Power Buffer ETF December
PDEC
$1.03B
$37.9K ﹤0.01%
874
-2
SEMI icon
5140
Columbia Seligman Semiconductor and Technology ETF
SEMI
$36.6M
$37.7K ﹤0.01%
1,230
DUSA icon
5141
Davis Select US Equity ETF
DUSA
$1.04B
$37.3K ﹤0.01%
730
HYZD icon
5142
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$212M
$37K ﹤0.01%
+1,644
SCLX icon
5143
Scilex Holding
SCLX
$58.4M
$37K ﹤0.01%
3,035
+3,029
SDOW icon
5144
ProShares UltraPro Short Dow 30
SDOW
$135M
$37K ﹤0.01%
1,158
-20
BEEP icon
5145
Mobile Infrastructure Corp
BEEP
$135M
$36.9K ﹤0.01%
14,477
-8,225
CHGX icon
5146
AXS Change Finance ESG ETF
CHGX
$143M
$36.8K ﹤0.01%
1,352
+1,158
ISEP icon
5147
Innovator International Developed Power Buffer ETF September
ISEP
$101M
$36.7K ﹤0.01%
1,126
-306
REMG
5148
Russell Investments Emerging Markets Equity ETF
REMG
$86.5M
$36.3K ﹤0.01%
+1,231
GYRE icon
5149
Gyre Therapeutics
GYRE
$773M
$36.1K ﹤0.01%
5,113
+1,419
BBBY.WS
5150
Bed Bath & Beyond Warrants
BBBY.WS
0