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
PMBS
5276
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.03B
$21.6K ﹤0.01%
435
+421
SHCO
5277
DELISTED
Soho House & Co
SHCO
$21.5K ﹤0.01%
2,400
-22,973
CABA icon
5278
Cabaletta Bio
CABA
$270M
$21.5K ﹤0.01%
9,805
-527,844
FLYX icon
5279
flyExclusive
FLYX
$81.9M
$21.3K ﹤0.01%
5,189
-1,052
DPST icon
5280
Direxion Daily Regional Banks Bull 3X Shares
DPST
$613M
$21.2K ﹤0.01%
210
-24
AREN icon
5281
Arena Group
AREN
$160M
$21.1K ﹤0.01%
5,277
-16,134
DBND icon
5282
DoubleLine Opportunistic Bond ETF
DBND
$648M
$21K ﹤0.01%
+453
FEM icon
5283
First Trust Emerging Markets AlphaDEX Fund
FEM
$563M
$20.9K ﹤0.01%
765
+629
PROP icon
5284
Prairie Operating Co
PROP
$104M
$20.9K ﹤0.01%
12,368
+3,028
SMBS
5285
Schwab Mortgage-Backed Securities ETF
SMBS
$6.12B
$20.8K ﹤0.01%
+810
FJP icon
5286
First Trust Japan AlphaDEX Fund
FJP
$252M
$20.6K ﹤0.01%
+307
CTNM
5287
Contineum Therapeutics
CTNM
$527M
$20.5K ﹤0.01%
+1,792
EIS icon
5288
iShares MSCI Israel ETF
EIS
$809M
$20.5K ﹤0.01%
186
-69
SKIL icon
5289
Skillsoft
SKIL
$49.9M
$20.5K ﹤0.01%
2,200
-28,974
METV icon
5290
Roundhill Ball Metaverse ETF
METV
$233M
$20.3K ﹤0.01%
1,080
-15,183
XBP icon
5291
XBP Global Holdings
XBP
$90.8M
$20.3K ﹤0.01%
2,977
+2,847
FTBD icon
5292
Fidelity Tactical Bond ETF
FTBD
$35.1M
$20.3K ﹤0.01%
409
-69
EALT icon
5293
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$169M
$20.2K ﹤0.01%
+571
GEMI
5294
Gemini Space Station
GEMI
$889M
$20.1K ﹤0.01%
+2,030
KBWD icon
5295
Invesco KBW High Dividend Yield Financial ETF
KBWD
$433M
$20.1K ﹤0.01%
1,471
-9,435
BAERW icon
5296
Bridger Aerospace Warrant
BAERW
$25.2M
0
OPAL icon
5297
OPAL Fuels
OPAL
$65.8M
$19.9K ﹤0.01%
8,443
-4,303
SIM icon
5298
Grupo SIMEC
SIM
$19.9K ﹤0.01%
670
QARP icon
5299
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$81.6M
$19.8K ﹤0.01%
335
AVAL icon
5300
Grupo Aval
AVAL
$5.26B
$19.6K ﹤0.01%
4,848