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
OGIG icon
5701
ALPS O'Shares Global Internet Giants ETF
OGIG
$115M
$2K ﹤0.01%
38
UDEC
5702
Innovator US Equity Ultra Buffer ETF December
UDEC
$303M
$1.98K ﹤0.01%
50
-23,741
ATER icon
5703
Aterian
ATER
$6.39M
$1.94K ﹤0.01%
2,784
PGF icon
5704
Invesco Financial Preferred ETF
PGF
$751M
$1.92K ﹤0.01%
136
-1,470
GOOS
5705
Canada Goose Holdings
GOOS
$1.19B
$1.92K ﹤0.01%
+148
MDXH icon
5706
MDxHealth
MDXH
$175M
$1.91K ﹤0.01%
+536
CUSD
5707
CrossingBridge Ultra-Short Duration ETF
CUSD
$14.2M
$1.9K ﹤0.01%
+100
LBTYB icon
5708
Liberty Global Class B
LBTYB
$5.03B
$1.88K ﹤0.01%
161
-18
UP icon
5709
Wheels Up
UP
$475M
$1.87K ﹤0.01%
2,854
FLX
5710
BingEx Ltd
FLX
$200M
$1.84K ﹤0.01%
+580
NEOV icon
5711
NeoVolta
NEOV
$134M
$1.83K ﹤0.01%
+603
MMSC icon
5712
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$41.3M
$1.82K ﹤0.01%
+76
NUV icon
5713
Nuveen Municipal Value Fund
NUV
$1.91B
$1.81K ﹤0.01%
+200
TDTT icon
5714
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.52B
$1.8K ﹤0.01%
75
-34
KIDZW
5715
Classover Holdings Warrants
KIDZW
$240K
0
MCR
5716
MFS Charter Income Trust
MCR
$263M
$1.79K ﹤0.01%
285
IVVB icon
5717
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$127M
$1.79K ﹤0.01%
54
ZEO
5718
Zeo Energy
ZEO
$32.5M
$1.76K ﹤0.01%
1,612
SSYS icon
5719
Stratasys
SSYS
$937M
$1.72K ﹤0.01%
198
PROK icon
5720
ProKidney
PROK
$280M
$1.69K ﹤0.01%
756
NA
5721
Nano Labs
NA
$75.1M
$1.69K ﹤0.01%
537
-127
RYLD icon
5722
Global X Russell 2000 Covered Call ETF
RYLD
$1.32B
$1.68K ﹤0.01%
110
-68
STCE icon
5723
Schwab Crypto Thematic ETF
STCE
$253M
$1.68K ﹤0.01%
+28
RYM
5724
RYTHM Inc
RYM
$34.9M
$1.67K ﹤0.01%
+78
AOHY icon
5725
Angel Oak High Yield Opportunities ETF
AOHY
$124M
$1.66K ﹤0.01%
+149