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
ANGHW icon
5601
Anghami Inc Warrants
ANGHW
0
RFV icon
5602
Invesco S&P MidCap 400 Pure Value ETF
RFV
$322M
$3.92K ﹤0.01%
+30
GBIO
5603
DELISTED
Generation Bio
GBIO
$3.91K ﹤0.01%
689
+2
ATRA icon
5604
Atara Biotherapeutics
ATRA
$32.1M
$3.91K ﹤0.01%
216
SILC icon
5605
Silicom
SILC
$111M
$3.9K ﹤0.01%
265
-1,164
PSP icon
5606
Invesco Global Listed Private Equity ETF
PSP
$313M
$3.89K ﹤0.01%
58
-479
EWZS icon
5607
iShares MSCI Brazil Small-Cap ETF
EWZS
$221M
$3.88K ﹤0.01%
+300
DXLG icon
5608
Destination XL Group
DXLG
$30.7M
$3.87K ﹤0.01%
4,209
-177
OCTW icon
5609
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$540M
$3.86K ﹤0.01%
99
PFXF icon
5610
VanEck Preferred Securities ex Financials ETF
PFXF
$2.16B
$3.83K ﹤0.01%
217
-2,718
AKO.A icon
5611
Embotelladora Andina Series A
AKO.A
$3.77K ﹤0.01%
162
ESMV icon
5612
iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
$7.38M
$3.76K ﹤0.01%
130
-1
NNOV
5613
Innovator Growth-100 Power Buffer ETF - November
NNOV
$111M
$3.76K ﹤0.01%
131
-19,697
GPIQ icon
5614
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$2.91B
$3.7K ﹤0.01%
+70
SEIM icon
5615
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$1.15B
$3.69K ﹤0.01%
+80
LXP.PRC icon
5616
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$91M
$3.67K ﹤0.01%
78
CAAS icon
5617
China Automotive Systems
CAAS
$135M
$3.65K ﹤0.01%
857
+511
ICCM icon
5618
IceCure Medical
ICCM
$39.3M
$3.63K ﹤0.01%
5,950
CUBWU
5619
Lionheart Holdings Unit
CUBWU
$3.62K ﹤0.01%
+300
TBX icon
5620
ProShares Short 7-10 Year Treasury
TBX
$13.8M
$3.58K ﹤0.01%
129
SEIV icon
5621
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.14B
$3.53K ﹤0.01%
+85
LCAP
5622
Principal Capital Appreciation Select ETF
LCAP
$194M
$3.52K ﹤0.01%
+119
RDZN icon
5623
Roadzen
RDZN
$93.2M
$3.51K ﹤0.01%
1,457
+282
TAYD icon
5624
Taylor Devices
TAYD
$247M
$3.51K ﹤0.01%
60
PMI
5625
Picard Medical
PMI
$115M
$3.46K ﹤0.01%
+1,977