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
BDRY icon
5426
Breakwave Dry Bulk Shipping ETF
BDRY
$41.4M
$10.9K ﹤0.01%
1,238
-208
MKC.V icon
5427
McCormick & Company Voting
MKC.V
$19.3B
$10.7K ﹤0.01%
+158
AFK icon
5428
VanEck Africa Index ETF
AFK
$152M
$10.7K ﹤0.01%
400
IDVO icon
5429
Amplify International Enhanced Dividend Income ETF
IDVO
$918M
$10.7K ﹤0.01%
+279
ZMAR
5430
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$86.5M
$10.7K ﹤0.01%
389
TVRD
5431
Tvardi Therapeutics
TVRD
$34.9M
$10.7K ﹤0.01%
2,479
+562
DCBO
5432
Docebo
DCBO
$545M
$10.7K ﹤0.01%
480
-26,841
AXIA.PRC
5433
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$24.4B
$10.6K ﹤0.01%
+1,232
IBTL icon
5434
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$523M
$10.6K ﹤0.01%
517
EARN
5435
Ellington Residential Mortgage REIT
EARN
$196M
$10.6K ﹤0.01%
2,009
+2,000
RQI icon
5436
Cohen & Steers Quality Income Realty Fund
RQI
$1.78B
$10.6K ﹤0.01%
925
-369
VSDA icon
5437
VictoryShares Dividend Accelerator ETF
VSDA
$244M
$10.6K ﹤0.01%
+200
RANI icon
5438
Rani Therapeutics
RANI
$121M
$10.6K ﹤0.01%
7,819
+7,748
OFS icon
5439
OFS Capital
OFS
$55.6M
$10.6K ﹤0.01%
2,217
-66
CRBU icon
5440
Caribou Biosciences
CRBU
$148M
$10.5K ﹤0.01%
+6,601
XSHQ icon
5441
Invesco S&P SmallCap Quality ETF
XSHQ
$252M
$10.4K ﹤0.01%
246
QQQX icon
5442
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.34B
$10.4K ﹤0.01%
+363
JSML icon
5443
Janus Henderson Small Cap Growth Alpha ETF
JSML
$290M
$10.3K ﹤0.01%
140
-1,261
YOLO icon
5444
AdvisorShares Pure Cannabis ETF
YOLO
$36.2M
$10.3K ﹤0.01%
+3,113
EOS
5445
Eaton Vance Enhance Equity Income Fund II
EOS
$1.17B
$10.3K ﹤0.01%
438
HURA
5446
TuHURA Biosciences
HURA
$75.1M
$10.3K ﹤0.01%
13,547
+3,183
PLBY icon
5447
Playboy Inc
PLBY
$214M
$10.2K ﹤0.01%
5,444
+1,725
FLAO icon
5448
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
$9.97M
$10.2K ﹤0.01%
+359
DHX icon
5449
DHI Group
DHX
$113M
$10.1K ﹤0.01%
6,512
-14,566
AUSM
5450
Allspring Ultra Short Municipal ETF
AUSM
$30.2M
$10K ﹤0.01%
+400