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
BTQ
5526
BTQ Technologies Corp
BTQ
$389M
$6.62K ﹤0.01%
1,000
FFA
5527
First Trust Enhanced Equity Income Fund
FFA
$437M
$6.61K ﹤0.01%
300
VGZ icon
5528
Vista Gold
VGZ
$345M
$6.57K ﹤0.01%
3,334
-24,700
CBUS icon
5529
Cibus
CBUS
$152M
$6.53K ﹤0.01%
3,750
+3,200
GRABW icon
5530
Grab Holdings Warrant
GRABW
$4.69M
0
AMTX icon
5531
Aemetis
AMTX
$101M
$6.51K ﹤0.01%
4,682
+1,000
POLEW
5532
Andretti Acquisition Corp II Warrant
POLEW
$2.3M
0
FCPI icon
5533
Fidelity Stocks for Inflation ETF
FCPI
$246M
$6.48K ﹤0.01%
130
-95
BGM
5534
BGM Group Ltd
BGM
$221M
$6.47K ﹤0.01%
+1,754
FLD
5535
Fold Holdings
FLD
$72.5M
$6.46K ﹤0.01%
+2,475
ZENA
5536
ZenaTech Inc
ZENA
$133M
$6.4K ﹤0.01%
2,000
HERZ
5537
Herzfeld Credit Income Fund
HERZ
$28.3M
$6.37K ﹤0.01%
287
HYPR icon
5538
Hyperfine
HYPR
$108M
$6.37K ﹤0.01%
6,500
PYXS icon
5539
Pyxis Oncology
PYXS
$80.9M
$6.34K ﹤0.01%
5,514
+1,001
WDIV icon
5540
State Street SPDR S&P Global Dividend ETF
WDIV
$260M
$6.34K ﹤0.01%
84
-1
CHW
5541
Calamos Global Dynamic Income Fund
CHW
$518M
$6.27K ﹤0.01%
846
CTA icon
5542
Simplify Managed Futures Strategy ETF
CTA
$1.27B
$6.21K ﹤0.01%
228
-235,852
FOSL icon
5543
Fossil Group
FOSL
$214M
$6.21K ﹤0.01%
1,653
-28,050
DIAX icon
5544
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$570M
$6.15K ﹤0.01%
403
PCQ
5545
Pimco California Municipal Income Fund
PCQ
$173M
$6.12K ﹤0.01%
701
SA
5546
Seabridge Gold
SA
$3.62B
$6.1K ﹤0.01%
206
PFFA icon
5547
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.19B
$6.01K ﹤0.01%
279
-52,749
AVDS icon
5548
Avantis International Small Cap Equity ETF
AVDS
$241M
$5.93K ﹤0.01%
85
+15
FGD icon
5549
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.21B
$5.93K ﹤0.01%
+196
AXTI icon
5550
AXT Inc
AXTI
$1.34B
$5.9K ﹤0.01%
361