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
HOFT icon
5576
Hooker Furnishings Corp
HOFT
$162M
$4.9K ﹤0.01%
434
SPXX icon
5577
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$320M
$4.83K ﹤0.01%
+268
IDEC icon
5578
Innovator International Developed Power Buffer ETF December
IDEC
$49.9M
$4.81K ﹤0.01%
149
-1,714
BHK icon
5579
BlackRock Core Bond Trust
BHK
$698M
$4.79K ﹤0.01%
500
+300
BAUG icon
5580
Innovator US Equity Buffer ETF August
BAUG
$189M
$4.75K ﹤0.01%
95
-10
KLXE icon
5581
KLX Energy Services
KLXE
$45.3M
$4.72K ﹤0.01%
2,500
-264
RVT icon
5582
Royce Value Trust
RVT
$2.2B
$4.71K ﹤0.01%
292
-69
IIM icon
5583
Invesco Value Municipal Income Trust
IIM
$603M
$4.61K ﹤0.01%
374
AUGT icon
5584
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$33.9M
$4.6K ﹤0.01%
+129
FSCC
5585
Federated Hermes MDT Small Cap Core ETF
FSCC
$136M
$4.5K ﹤0.01%
+150
CGEN icon
5586
Compugen
CGEN
$154M
$4.48K ﹤0.01%
2,926
+1,387
MGMT icon
5587
Ballast Small/Mid Cap ETF
MGMT
$174M
$4.39K ﹤0.01%
+99
VGAS icon
5588
Verde Clean Fuels
VGAS
$21M
$4.36K ﹤0.01%
2,115
-1,989
TMFG icon
5589
Motley Fool Global Opportunities ETF
TMFG
$359M
$4.31K ﹤0.01%
143
CAF
5590
Morgan Stanley China A Share Fund
CAF
$305M
$4.3K ﹤0.01%
+248
IAPR icon
5591
Innovator International Developed Power Buffer ETF April
IAPR
$227M
$4.22K ﹤0.01%
137
-16,605
ABOS icon
5592
Acumen Pharmaceuticals
ABOS
$152M
$4.22K ﹤0.01%
2,409
-623
QNTM
5593
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$14M
$4.21K ﹤0.01%
577
-159
MRNOW
5594
Murano Global Investments PLC Warrants
MRNOW
0
ZJUN
5595
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$35.7M
$4.16K ﹤0.01%
155
-792
SPYI icon
5596
NEOS S&P 500 High Income ETF
SPYI
$7.54B
$4.15K ﹤0.01%
78
-31,095
BMEA icon
5597
Biomea Fusion
BMEA
$88.4M
$4.1K ﹤0.01%
3,308
+1,297
BDMDW
5598
Baird Medical Investment Holdings Warrant
BDMDW
$569K
0
QAI icon
5599
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$786M
$4.02K ﹤0.01%
120
+58
BSBR icon
5600
Santander
BSBR
$50.2B
$3.94K ﹤0.01%
645
+1