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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MLCI
5351
Mount Logan Capital Inc
MLCI
$77M
$14.8K ﹤0.01%
+1,888
PETS icon
5352
PetMed Express
PETS
$68.1M
$14.7K ﹤0.01%
5,851
-67,552
AVMC icon
5353
Avantis US Mid Cap Equity ETF
AVMC
$295M
$14.5K ﹤0.01%
+208
KNO
5354
AXS Knowledge Leaders ETF
KNO
$42.4M
$14.4K ﹤0.01%
285
INDY icon
5355
iShares S&P India Nifty 50 Index Fund
INDY
$635M
$14.2K ﹤0.01%
278
CLLS
5356
Cellectis
CLLS
$375M
$14.1K ﹤0.01%
4,945
+3,168
GOCO icon
5357
GoHealth
GOCO
$29.1M
$14.1K ﹤0.01%
2,924
+575
DXD icon
5358
ProShares UltraShort Dow 30
DXD
$44.8M
$14.1K ﹤0.01%
640
+508
XSVN icon
5359
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$299M
$14K ﹤0.01%
+291
GSSC icon
5360
GS ActiveBeta US Small Cap Equity ETF
GSSC
$896M
$14K ﹤0.01%
187
+26
NFLT icon
5361
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$380M
$13.9K ﹤0.01%
+600
SPAI
5362
Safe Pro Group Inc
SPAI
$81.6M
$13.7K ﹤0.01%
+1,949
TBLA icon
5363
Taboola.com
TBLA
$968M
$13.7K ﹤0.01%
4,005
+848
ISRA icon
5364
VanEck Israel ETF
ISRA
$137M
$13.6K ﹤0.01%
250
JUNT icon
5365
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$19.2M
$13.5K ﹤0.01%
+380
GDV icon
5366
Gabelli Dividend & Income Trust
GDV
$2.58B
$13.5K ﹤0.01%
498
-1,676
AWF
5367
AllianceBernstein Global High Income Fund
AWF
$918M
$13.5K ﹤0.01%
1,200
+242
XJH icon
5368
iShares ESG Screened S&P Mid-Cap ETF
XJH
$360M
$13.3K ﹤0.01%
303
-291
ATLN
5369
Atlantic International
ATLN
$210M
$13.1K ﹤0.01%
4,295
-790
KNCT icon
5370
Invesco Next Gen Connectivity ETF
KNCT
$119M
$12.9K ﹤0.01%
102
CVEO icon
5371
Civeo
CVEO
$331M
$12.8K ﹤0.01%
556
ETHO icon
5372
Amplify Etho Climate Leadership US ETF
ETHO
$167M
$12.7K ﹤0.01%
+200
IDVZ
5373
Polen International Dividend Income Fund
IDVZ
$143M
$12.6K ﹤0.01%
+410
BTAL icon
5374
AGF US Market Neutral Anti-Beta Fund
BTAL
$338M
$12.6K ﹤0.01%
789
+20
IMAY
5375
Innovator International Developed Power Buffer ETF - May
IMAY
$32.9M
$12.5K ﹤0.01%
+432