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
LVRO icon
5401
Lavoro
LVRO
$112M
$10.9K ﹤0.01%
6,000
BDRY icon
5402
Breakwave Dry Bulk Shipping ETF
BDRY
$41.4M
$10.9K ﹤0.01%
1,446
-1,292
FLXR
5403
TCW Flexible Income ETF
FLXR
$2.64B
$10.8K ﹤0.01%
+272
VWAV
5404
VisionWave Holdings
VWAV
$136M
$10.8K ﹤0.01%
+1,136
QTUM icon
5405
Defiance Quantum ETF
QTUM
$3.7B
$10.7K ﹤0.01%
+102
GRABW icon
5406
Grab Holdings Warrant
GRABW
$4.69M
0
OSRHW
5407
OSR Holdings Inc Warrant
OSRHW
0
POWA icon
5408
Invesco Bloomberg Pricing Power ETF
POWA
$198M
$10.7K ﹤0.01%
+118
IBTL icon
5409
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$523M
$10.6K ﹤0.01%
+517
XSHQ icon
5410
Invesco S&P SmallCap Quality ETF
XSHQ
$252M
$10.6K ﹤0.01%
+246
BNDW icon
5411
Vanguard Total World Bond ETF
BNDW
$1.59B
$10.6K ﹤0.01%
152
+123
ZMAR
5412
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$86.5M
$10.5K ﹤0.01%
+389
IMRX icon
5413
Immuneering
IMRX
$318M
$10.5K ﹤0.01%
1,500
-474
EOS
5414
Eaton Vance Enhance Equity Income Fund II
EOS
$1.17B
$10.5K ﹤0.01%
438
TMAT icon
5415
Main Thematic Innovation ETF
TMAT
$190M
$10.3K ﹤0.01%
+381
EUAD
5416
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.43B
$10.3K ﹤0.01%
+218
DRIV icon
5417
Global X Autonomous & Electric Vehicles ETF
DRIV
$357M
$10.2K ﹤0.01%
362
BTCS icon
5418
BTCS Inc
BTCS
$78.3M
$10.1K ﹤0.01%
+2,100
NIE
5419
Virtus Equity & Convertible Income Fund
NIE
$698M
$10.1K ﹤0.01%
+402
YMAX icon
5420
YieldMax Universe Fund of Option Income ETFs
YMAX
$469M
$10.1K ﹤0.01%
788
DGRE icon
5421
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$132M
$10.1K ﹤0.01%
350
PEPG icon
5422
PepGen
PEPG
$443M
$10K ﹤0.01%
2,175
-8,660
PYXS icon
5423
Pyxis Oncology
PYXS
$80.9M
$10K ﹤0.01%
4,513
+2,445
CFO icon
5424
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$419M
$9.96K ﹤0.01%
135
-1,466
FMNY icon
5425
First Trust New York Municipal High Income ETF
FMNY
$29.7M
$9.93K ﹤0.01%
375
-1,467