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
XYLD icon
5301
Global X S&P 500 Covered Call ETF
XYLD
$3.15B
$19.5K ﹤0.01%
480
+94
AFYA icon
5302
Afya
AFYA
$1.28B
$19.5K ﹤0.01%
1,264
TZOO icon
5303
Travelzoo
TZOO
$58.7M
$19.2K ﹤0.01%
2,693
+168
IDLV icon
5304
Invesco S&P International Developed Low Volatility ETF
IDLV
$346M
$19.1K ﹤0.01%
564
TMSL icon
5305
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.48B
$19.1K ﹤0.01%
+532
OBIO icon
5306
Orchestra BioMed
OBIO
$216M
$19K ﹤0.01%
4,586
+4,116
OPXS icon
5307
Optex Systems
OPXS
$102M
$19K ﹤0.01%
1,342
+604
GOCO icon
5308
GoHealth
GOCO
$29.1M
$18.9K ﹤0.01%
8,786
+5,862
AVMC icon
5309
Avantis US Mid Cap Equity ETF
AVMC
$295M
$18.8K ﹤0.01%
266
+58
NMRA icon
5310
Neumora Therapeutics
NMRA
$544M
$18.8K ﹤0.01%
10,497
-38
GRPM icon
5311
Invesco S&P MidCap 400 GARP ETF
GRPM
$523M
$18.5K ﹤0.01%
154
-49
UAPR icon
5312
Innovator US Equity Ultra Buffer ETF April
UAPR
$142M
$18.4K ﹤0.01%
562
FTCA
5313
Franklin California Municipal Income ETF
FTCA
$587M
$18.3K ﹤0.01%
+2,505
XFOR icon
5314
X4 Pharmaceuticals
XFOR
$298M
$18.3K ﹤0.01%
4,581
+4,548
BSTZ icon
5315
BlackRock Science and Technology Term Trust
BSTZ
$1.56B
$18.2K ﹤0.01%
807
DMIIR
5316
Drugs Made In America Acquisition II Corp Right
DMIIR
$18.1K ﹤0.01%
+129,630
TBLA icon
5317
Taboola.com
TBLA
$968M
$18.1K ﹤0.01%
3,928
-77
HAUZ icon
5318
Xtrackers International Real Estate ETF
HAUZ
$1.05B
$18K ﹤0.01%
776
+314
PHI icon
5319
PLDT
PHI
$5.17B
$18K ﹤0.01%
826
-82
OPENZ
5320
Opendoor Technologies Inc Series Z Warrants
OPENZ
$10.9M
0
HEAL
5321
Global X Funds Global X HealthTech ETF
HEAL
$33.7M
$17.7K ﹤0.01%
606
TPYP icon
5322
Tortoise North American Pipeline Fund
TPYP
$811M
$17.6K ﹤0.01%
500
-414
RCEL icon
5323
Avita Medical
RCEL
$127M
$17.5K ﹤0.01%
5,085
-182
HYEM icon
5324
VanEck Emerging Markets High Yield Bond ETF
HYEM
$446M
$17.4K ﹤0.01%
877
+28
JXI icon
5325
iShares Global Utilities ETF
JXI
$287M
$17.3K ﹤0.01%
+220