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
ZMAY
5501
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$34.5M
$7.63K ﹤0.01%
+300
YSEP icon
5502
FT Vest International Equity Buffer ETF September
YSEP
$127M
$7.6K ﹤0.01%
+292
QVAL icon
5503
Alpha Architect US Quantitative Value ETF
QVAL
$492M
$7.56K ﹤0.01%
155
-1,923
IGR
5504
CBRE Global Real Estate Income Fund
IGR
$762M
$7.45K ﹤0.01%
1,700
+1,300
SABS icon
5505
SAB Biotherapeutics
SABS
$183M
$7.44K ﹤0.01%
1,990
+1,903
EMHY icon
5506
iShares JPMorgan EM High Yield Bond ETF
EMHY
$576M
$7.43K ﹤0.01%
+184
FFLC icon
5507
Fidelity Fundamental Large Cap Core ETF
FFLC
$982M
$7.42K ﹤0.01%
139
-9
PARK
5508
Park Dental Partners
PARK
$78.4M
$7.38K ﹤0.01%
+500
KJAN icon
5509
Innovator US Small Cap Power Buffer ETF January
KJAN
$346M
$7.37K ﹤0.01%
178
ARAI
5510
Arrive AI Inc
ARAI
$42.6M
$7.28K ﹤0.01%
2,769
+1,282
IAK icon
5511
iShares US Insurance ETF
IAK
$417M
$7.22K ﹤0.01%
53
-1,383
RAVI icon
5512
FlexShares Ultra-Short Income Fund
RAVI
$1.4B
$7.16K ﹤0.01%
95
+30
CCU icon
5513
Compañía de Cervecerías Unidas
CCU
$2.69B
$7.08K ﹤0.01%
555
+19
NAKA
5514
Nakamoto Inc
NAKA
$199M
$6.97K ﹤0.01%
+19,859
SDCI icon
5515
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$389M
$6.92K ﹤0.01%
314
KVHI icon
5516
KVH Industries
KVHI
$131M
$6.88K ﹤0.01%
987
-13
PSEC icon
5517
Prospect Capital
PSEC
$1.47B
$6.87K ﹤0.01%
2,653
-49,591
CVEO icon
5518
Civeo
CVEO
$331M
$6.86K ﹤0.01%
300
-256
CPNJ
5519
Calamos Nasdaq-100 Structured Alt Protection ETF - June
CPNJ
$27.1M
$6.78K ﹤0.01%
+251
SBB icon
5520
ProShares Short SmallCap600
SBB
$5.07M
$6.77K ﹤0.01%
495
WDH
5521
Waterdrop
WDH
$640M
$6.76K ﹤0.01%
3,556
-2,824
SPBU
5522
AllianzIM Buffer15 Uncapped Allocation ETF
SPBU
$119M
$6.7K ﹤0.01%
+238
HQH
5523
abrdn Healthcare Investors
HQH
$1.1B
$6.69K ﹤0.01%
353
FDIG icon
5524
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$245M
$6.67K ﹤0.01%
173
+111
BUZZ icon
5525
VanEck Social Sentiment ETF
BUZZ
$93.3M
$6.66K ﹤0.01%
205
-3,235