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
MJ icon
5476
Amplify Alternative Harvest ETF
MJ
$125M
$7.81K ﹤0.01%
+209
NTSK
5477
Netskope Inc
NTSK
$4.68B
$7.73K ﹤0.01%
+340
IBHE
5478
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$7.72K ﹤0.01%
332
-387
FFLC icon
5479
Fidelity Fundamental Large Cap Core ETF
FFLC
$982M
$7.7K ﹤0.01%
148
-100
CMTL icon
5480
Comtech Telecommunications
CMTL
$174M
$7.63K ﹤0.01%
2,958
-115,007
UTF.RT
5481
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$7.49K ﹤0.01%
+96,000
PDX
5482
PIMCO Dynamic Income Strategy Fund
PDX
$899M
$7.48K ﹤0.01%
+300
KOMP icon
5483
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.51B
$7.35K ﹤0.01%
118
LPL icon
5484
LG Display
LPL
$4B
$7.33K ﹤0.01%
1,405
-25,224
EDEN icon
5485
iShares MSCI Denmark ETF
EDEN
$208M
$7.3K ﹤0.01%
67
ANGX
5486
Angel Studios
ANGX
$551M
$7.23K ﹤0.01%
+1,245
SDCI icon
5487
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$389M
$7.22K ﹤0.01%
+314
KJAN icon
5488
Innovator US Small Cap Power Buffer ETF January
KJAN
$346M
$7.18K ﹤0.01%
178
-3,987
QCJA
5489
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$73.4M
$7.16K ﹤0.01%
+334
PTIN icon
5490
Pacer Trendpilot International ETF
PTIN
$171M
$7.08K ﹤0.01%
232
+219
MTR
5491
Mesa Royalty Trust
MTR
$8.89M
$6.95K ﹤0.01%
1,300
ALGS icon
5492
Aligos Therapeutics
ALGS
$42.5M
$6.94K ﹤0.01%
708
+682
BTQ
5493
BTQ Technologies Corp
BTQ
$389M
$6.92K ﹤0.01%
+1,000
SBB icon
5494
ProShares Short SmallCap600
SBB
$5.07M
$6.87K ﹤0.01%
495
HERZ
5495
Herzfeld Credit Income Fund
HERZ
$28.3M
$6.82K ﹤0.01%
287
EJUL icon
5496
Innovator Emerging Markets Power Buffer ETF July
EJUL
$135M
$6.61K ﹤0.01%
+228
HQH
5497
abrdn Healthcare Investors
HQH
$1.1B
$6.52K ﹤0.01%
353
CCU icon
5498
Compañía de Cervecerías Unidas
CCU
$2.69B
$6.5K ﹤0.01%
536
+240
FFA
5499
First Trust Enhanced Equity Income Fund
FFA
$437M
$6.46K ﹤0.01%
300
ORLA
5500
Orla Mining
ORLA
$5.91B
$6.44K ﹤0.01%
596
-312,840