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
PXI icon
5551
Invesco Dorsey Wright Energy Momentum ETF
PXI
$44.3M
$5.88K ﹤0.01%
130
BTCS icon
5552
BTCS Inc
BTCS
$78.3M
$5.86K ﹤0.01%
2,219
+119
ITAN icon
5553
Sparkline Intangible Value ETF
ITAN
$72.2M
$5.85K ﹤0.01%
+158
EVSM icon
5554
Eaton Vance Short Duration Municipal Income ETF
EVSM
$630M
$5.79K ﹤0.01%
+115
ACVF icon
5555
American Conservative Values ETF
ACVF
$139M
$5.78K ﹤0.01%
117
-58
UOCT icon
5556
Innovator US Equity Ultra Buffer ETF October
UOCT
$238M
$5.66K ﹤0.01%
144
-2,563
PPT
5557
Putnam Premier Income Trust
PPT
$346M
$5.62K ﹤0.01%
1,587
-1,038
MTR
5558
Mesa Royalty Trust
MTR
$8.89M
$5.62K ﹤0.01%
1,300
RSPR icon
5559
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$103M
$5.62K ﹤0.01%
+167
DIT icon
5560
AMCON Distributing
DIT
$73.1M
$5.59K ﹤0.01%
53
UJAN icon
5561
Innovator US Equity Ultra Buffer ETF January
UJAN
$306M
$5.58K ﹤0.01%
129
-5,661
TBN
5562
Tamboran Resources
TBN
$636M
$5.45K ﹤0.01%
+200
NACP icon
5563
Impact Shares NAACP Minority Empowerment ETF
NACP
$63.6M
$5.42K ﹤0.01%
+110
DMAY icon
5564
FT Vest US Equity Deep Buffer ETF May
DMAY
$298M
$5.38K ﹤0.01%
119
GLIBA
5565
GCI Liberty Inc Series A
GLIBA
$1.51B
$5.33K ﹤0.01%
173
-700
NXTT icon
5566
Next Technology
NXTT
$14.4M
$5.31K ﹤0.01%
+881
FSEP icon
5567
FT Vest US Equity Buffer ETF September
FSEP
$1.14B
$5.31K ﹤0.01%
103
-1,288
MBSX
5568
Regan Fixed Rate MBS ETF
MBSX
$15.9M
$5.28K ﹤0.01%
+200
GIBOW
5569
GIBO Holdings Warrants
GIBOW
$86.7K
0
VFF icon
5570
Village Farms International
VFF
$369M
$5.13K ﹤0.01%
1,406
UCIB icon
5571
ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038
UCIB
$27.8M
$5.05K ﹤0.01%
180
-108
CEMB icon
5572
iShares JPMorgan EM Corporate Bond ETF
CEMB
$411M
$5.05K ﹤0.01%
110
-1
AVK
5573
Advent Convertible and Income Fund
AVK
$559M
$5.02K ﹤0.01%
400
FTSD icon
5574
Franklin Short Duration US Government ETF
FTSD
$278M
$5.01K ﹤0.01%
+55
ETHZ
5575
ETHZilla Corp
ETHZ
$66.2M
$4.9K ﹤0.01%
1,000