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
BDJ icon
5476
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.68B
$8.76K ﹤0.01%
924
-299
INCO icon
5477
Columbia India Consumer ETF
INCO
$264M
$8.75K ﹤0.01%
+135
BKSY.WS icon
5478
BlackSky Technology Inc Warrants
BKSY.WS
$2.35M
0
NFJ
5479
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.3B
$8.6K ﹤0.01%
667
STRO icon
5480
Sutro Biopharma
STRO
$265M
$8.57K ﹤0.01%
741
-6,875
GMGI icon
5481
Golden Matrix Group
GMGI
$92.5M
$8.54K ﹤0.01%
10,670
-9,637
HCM icon
5482
HUTCHMED
HCM
$2.54B
$8.51K ﹤0.01%
638
+598
CCD
5483
Calamos Dynamic Convertible & Income Fund
CCD
$642M
$8.43K ﹤0.01%
405
-5
GUG
5484
Guggenheim Active Allocation Fund
GUG
$535M
$8.43K ﹤0.01%
550
-1,649
BMAY icon
5485
Innovator US Equity Buffer ETF May
BMAY
$142M
$8.43K ﹤0.01%
188
DFJ icon
5486
WisdomTree Japan SmallCap Dividend Fund
DFJ
$404M
$8.38K ﹤0.01%
+87
HYXF icon
5487
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$196M
$8.36K ﹤0.01%
177
ETG
5488
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
$8.36K ﹤0.01%
362
-228
SND icon
5489
Smart Sand
SND
$213M
$8.3K ﹤0.01%
2,074
+2,049
ABTC
5490
American Bitcoin Corp
ABTC
$1.05B
$8.24K ﹤0.01%
4,845
-23,681
CMDT icon
5491
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$631M
$8.17K ﹤0.01%
+296
WINN icon
5492
Harbor Long-Term Growers ETF
WINN
$1.01B
$8.15K ﹤0.01%
262
-2,818
DFSB icon
5493
Dimensional Global Sustainability Fixed Income ETF
DFSB
$625M
$8.08K ﹤0.01%
156
+6
SELV icon
5494
SEI Enhanced Low Volatility US Large Cap ETF
SELV
$218M
$8.08K ﹤0.01%
+250
CSNR
5495
Cohen & Steers Natural Resources Active ETF
CSNR
$64.6M
$7.93K ﹤0.01%
257
+149
JOF
5496
Japan Smaller Capitalization Fund
JOF
$348M
$7.87K ﹤0.01%
+710
GLPG icon
5497
Galapagos
GLPG
$2.24B
$7.82K ﹤0.01%
239
+168
CCGWW
5498
Cheche Group Inc Warrant
CCGWW
0
EDEN icon
5499
iShares MSCI Denmark ETF
EDEN
$208M
$7.67K ﹤0.01%
67
MJ icon
5500
Amplify Alternative Harvest ETF
MJ
$125M
$7.66K ﹤0.01%
257
+48