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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FDIG icon
5601
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$245M
$3.04K ﹤0.01%
+62
IEUS icon
5602
iShares MSCI Europe Small-Cap ETF
IEUS
$152M
$3.03K ﹤0.01%
45
GEMD icon
5603
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$34.4M
$3.02K ﹤0.01%
72
ASBPW
5604
Aspire Biopharma Warrant
ASBPW
$478K
0
YRD
5605
Yiren Digital
YRD
$313M
$2.95K ﹤0.01%
498
-680
EPU icon
5606
iShares MSCI Peru and Global Exposure ETF
EPU
$533M
$2.95K ﹤0.01%
48
JPC icon
5607
Nuveen Preferred & Income Opportunities Fund
JPC
$2.94B
$2.94K ﹤0.01%
359
TAYD icon
5608
Taylor Devices
TAYD
$247M
$2.94K ﹤0.01%
60
-308
ATER icon
5609
Aterian
ATER
$6.39M
$2.92K ﹤0.01%
2,784
KYIV
5610
Kyivstar Group
KYIV
$2.96B
$2.9K ﹤0.01%
+232
KIO
5611
KKR Income Opportunities Fund
KIO
$480M
$2.9K ﹤0.01%
230
UHG icon
5612
United Homes Group
UHG
$152M
$2.89K ﹤0.01%
700
-2,258
GRWG icon
5613
GrowGeneration
GRWG
$67M
$2.88K ﹤0.01%
1,542
+242
ASRT icon
5614
Assertio
ASRT
$79.4M
$2.88K ﹤0.01%
218
MYCI
5615
State Street My2029 Corporate Bond ETF
MYCI
$31.4M
$2.86K ﹤0.01%
+114
PGHY icon
5616
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$216M
$2.86K ﹤0.01%
143
-4,475
WKEY
5617
WISeKey
WKEY
$78.2M
$2.79K ﹤0.01%
438
BGFV
5618
DELISTED
Big 5 Sporting Goods
BGFV
$2.73K ﹤0.01%
1,897
+1,625
DABS
5619
DoubleLine Asset-Backed Securities ETF
DABS
$102M
$2.71K ﹤0.01%
+53
TOLZ icon
5620
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$177M
$2.71K ﹤0.01%
+50
RYLD icon
5621
Global X Russell 2000 Covered Call ETF
RYLD
$1.32B
$2.68K ﹤0.01%
178
+24
TDTT icon
5622
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.52B
$2.65K ﹤0.01%
109
CWEB icon
5623
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$223M
$2.59K ﹤0.01%
45
-51
OCFT
5624
DELISTED
OneConnect Financial Technology
OCFT
$2.58K ﹤0.01%
340
NVG icon
5625
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.85B
$2.56K ﹤0.01%
208
-109