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
GMAY icon
5351
FT Vest US Equity Moderate Buffer ETF May
GMAY
$301M
$15.4K ﹤0.01%
+372
XRLV icon
5352
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
$31.6M
$15.3K ﹤0.01%
284
ATS icon
5353
ATS Corp
ATS
$3.02B
$15.2K ﹤0.01%
553
-161
EFAD icon
5354
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$63.1M
$15.1K ﹤0.01%
363
OCTM
5355
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$31.1M
$15.1K ﹤0.01%
461
-2,206
IVES
5356
Dan IVES Wedbush AI Revolution ETF
IVES
$977M
$15K ﹤0.01%
476
-12
AQWA icon
5357
Global X Clean Water ETF
AQWA
$32.5M
$15K ﹤0.01%
+801
GNSS icon
5358
Genasys
GNSS
$90.4M
$15K ﹤0.01%
+7,000
FLKR icon
5359
Franklin FTSE South Korea ETF
FLKR
$392M
$15K ﹤0.01%
+468
FNGU
5360
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
$1.41B
$14.8K ﹤0.01%
+587
USL icon
5361
United States 12 Month Oil Fund,
USL
$43.3M
$14.8K ﹤0.01%
445
SGMT icon
5362
Sagimet Biosciences
SGMT
$165M
$14.7K ﹤0.01%
2,488
+2,390
BCIC
5363
BCP Investment Corp
BCIC
$158M
$14.7K ﹤0.01%
1,245
-266
VLRS
5364
Controladora Vuela Compañía de Aviación
VLRS
$1.16B
$14.7K ﹤0.01%
1,658
+1,598
CAIE
5365
Calamos Autocallable Income ETF
CAIE
$667M
$14.7K ﹤0.01%
+550
ISRA icon
5366
VanEck Israel ETF
ISRA
$137M
$14.7K ﹤0.01%
250
KNO
5367
AXS Knowledge Leaders ETF
KNO
$42.4M
$14.6K ﹤0.01%
284
-1
RDVI icon
5368
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.81B
$14.5K ﹤0.01%
552
+191
ULBI icon
5369
Ultralife
ULBI
$107M
$14.3K ﹤0.01%
+2,492
TRVG
5370
trivago
TRVG
$205M
$14K ﹤0.01%
4,835
+69
GDV icon
5371
Gabelli Dividend & Income Trust
GDV
$2.58B
$13.8K ﹤0.01%
498
JUNT icon
5372
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$19.2M
$13.8K ﹤0.01%
380
INDY icon
5373
iShares S&P India Nifty 50 Index Fund
INDY
$635M
$13.7K ﹤0.01%
278
AIRS icon
5374
AirSculpt Technologies
AIRS
$118M
$13.7K ﹤0.01%
6,914
+227
KNCT icon
5375
Invesco Next Gen Connectivity ETF
KNCT
$119M
$13.7K ﹤0.01%
102