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
AMWL icon
5376
American Well
AMWL
$88.4M
$13.6K ﹤0.01%
2,774
-4,058
WOMN icon
5377
Impact Shares Womens Empowerment ETF Trading
WOMN
$66.1M
$13.6K ﹤0.01%
327
+127
FKU icon
5378
First Trust United Kingdom AlphaDEX Fund
FKU
$95.5M
$13.5K ﹤0.01%
+265
XLSR icon
5379
State Street US Sector Rotation ETF
XLSR
$889M
$13.5K ﹤0.01%
+216
IHY icon
5380
VanEck International High Yield Bond ETF
IHY
$53.3M
$13.4K ﹤0.01%
+608
DUBS icon
5381
Aptus Large Cap Enhanced Yield ETF
DUBS
$274M
$13.3K ﹤0.01%
+353
NEON icon
5382
Neonode
NEON
$28.9M
$13.2K ﹤0.01%
7,595
+2,971
PREF icon
5383
Principal Spectrum Preferred Securities Active ETF
PREF
$1.46B
$13.1K ﹤0.01%
686
+588
IDVZ
5384
Polen International Dividend Income Fund
IDVZ
$143M
$13K ﹤0.01%
410
KPTI icon
5385
Karyopharm Therapeutics
KPTI
$157M
$12.8K ﹤0.01%
1,741
+1,191
SRFM icon
5386
Surf Air Mobility
SRFM
$126M
$12.8K ﹤0.01%
6,600
ZTEK
5387
Zentek
ZTEK
$68.9M
$12.8K ﹤0.01%
20,000
FEMS icon
5388
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$263M
$12.7K ﹤0.01%
+301
HEGD icon
5389
Swan Hedged Equity US Large Cap ETF
HEGD
$620M
$12.6K ﹤0.01%
499
-1,295
SPRO icon
5390
Spero Therapeutics
SPRO
$135M
$12.5K ﹤0.01%
5,373
+5,137
TVGN icon
5391
Tevogen Bio Holdings
TVGN
$56.4M
$12.4K ﹤0.01%
37,516
+12,465
DFEB icon
5392
FT Vest US Equity Deep Buffer ETF February
DFEB
$384M
$12.3K ﹤0.01%
+258
ETB
5393
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$452M
$12.3K ﹤0.01%
803
ABPWW
5394
Abpro Holdings Warrant
ABPWW
0
ZEOWW
5395
Zeo Energy Corp Warrants
ZEOWW
0
KOMP icon
5396
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.51B
$12.2K ﹤0.01%
204
+86
XHLF icon
5397
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.88B
$12.2K ﹤0.01%
+242
SMOT icon
5398
VanEck Morningstar SMID Moat ETF
SMOT
$354M
$12.1K ﹤0.01%
335
-9,238
CHIQ icon
5399
Global X MSCI China Consumer Discretionary ETF
CHIQ
$189M
$12.1K ﹤0.01%
569
+544
RDACR
5400
Rising Dragon Acquisition Corp Rights
RDACR
$12K ﹤0.01%
50,000