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
SKM icon
5451
SK Telecom
SKM
$12.5B
$8.81K ﹤0.01%
408
-382,715
AGM.A icon
5452
Federal Agricultural Mortgage Class A
AGM.A
$8.8K ﹤0.01%
71
+61
BSTP icon
5453
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.6M
$8.73K ﹤0.01%
+240
NUDM icon
5454
Nuveen ESG International Developed Markets Equity ETF
NUDM
$679M
$8.69K ﹤0.01%
231
+2
NFJ
5455
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.3B
$8.68K ﹤0.01%
+667
QALT
5456
SEI DBi Multi-Strategy Alternative ETF
QALT
$188M
$8.66K ﹤0.01%
+341
EWJV icon
5457
iShares MSCI Japan Value ETF
EWJV
$685M
$8.63K ﹤0.01%
221
ACVF icon
5458
American Conservative Values ETF
ACVF
$139M
$8.63K ﹤0.01%
+175
CCD
5459
Calamos Dynamic Convertible & Income Fund
CCD
$642M
$8.63K ﹤0.01%
+410
HGTY icon
5460
Hagerty
HGTY
$1.21B
$8.6K ﹤0.01%
714
-13,162
FHYS icon
5461
Federated Hermes Short Duration High Yield ETF
FHYS
$48.9M
$8.56K ﹤0.01%
+368
HYXF icon
5462
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$196M
$8.4K ﹤0.01%
177
RAPT icon
5463
RAPT Therapeutics
RAPT
$1.67B
$8.33K ﹤0.01%
323
-1
AMTX icon
5464
Aemetis
AMTX
$101M
$8.29K ﹤0.01%
3,682
BMAY icon
5465
Innovator US Equity Buffer ETF May
BMAY
$142M
$8.24K ﹤0.01%
+188
CGCV
5466
Capital Group Conservative Equity ETF
CGCV
$1.42B
$8.19K ﹤0.01%
272
-3,175
TSEP
5467
FT Vest Emerging Market Buffer ETF - September
TSEP
$15M
$8.18K ﹤0.01%
+353
WOMN icon
5468
Impact Shares Womens Empowerment ETF Trading
WOMN
$66.1M
$8.13K ﹤0.01%
200
AUSF icon
5469
Global X Adaptive US Factor ETF
AUSF
$818M
$8.05K ﹤0.01%
+173
BAERW icon
5470
Bridger Aerospace Warrant
BAERW
$25.2M
0
DFSB icon
5471
Dimensional Global Sustainability Fixed Income ETF
DFSB
$625M
$7.99K ﹤0.01%
150
-1,751
BIRD icon
5472
Allbirds
BIRD
$24.6M
$7.97K ﹤0.01%
1,406
+10
LYEL icon
5473
Lyell Immunopharma
LYEL
$549M
$7.96K ﹤0.01%
490
-2,879
IBHF icon
5474
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.05B
$7.84K ﹤0.01%
335
+193
UCIB icon
5475
ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038
UCIB
$27.8M
$7.83K ﹤0.01%
288