JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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 +$4.02B
2 +$3.55B
3 +$2.61B
4
APH icon
Amphenol
APH
+$2.33B
5
TTE icon
TotalEnergies
TTE
+$1.67B

Top Sells

1 +$9.67B
2 +$7.48B
3 +$7.25B
4
NVDA icon
NVIDIA
NVDA
+$6.05B
5
MSFT icon
Microsoft
MSFT
+$5.54B

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
QMCO icon
6001
Quantum Corp
QMCO
$129M
$52 ﹤0.01%
8
SKYE icon
6002
Skye Bioscience
SKYE
$30.6M
$49 ﹤0.01%
+66
PTIN icon
6003
Pacer Trendpilot International ETF
PTIN
$189M
$48 ﹤0.01%
1
-231
EZRAW
6004
DELISTED
Reliance Global Series A Warrants
EZRAW
0
TELA icon
6005
TELA Bio
TELA
$44.3M
$46 ﹤0.01%
39
-300
CWS icon
6006
AdvisorShares Focused Equity ETF
CWS
$153M
0
GOOP icon
6007
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
$27M
$39 ﹤0.01%
+1
FXZ icon
6008
First Trust Materials AlphaDEX Fund
FXZ
$418M
0
ELPW
6009
Elong Power Holding Ltd
ELPW
$2.74M
0
BIOX icon
6010
Bioceres Crop Solutions
BIOX
$28.7M
$38 ﹤0.01%
29
RDI icon
6011
Reading International Class A
RDI
$23.9M
$37 ﹤0.01%
35
CODA icon
6012
Coda Octopus Group
CODA
$135M
$37 ﹤0.01%
4
AZI
6013
Autozi Internet Technology
AZI
$6.19M
$34 ﹤0.01%
+1
MRKR icon
6014
Marker Therapeutics
MRKR
$24.3M
$34 ﹤0.01%
23
DTIL icon
6015
Precision BioSciences
DTIL
$209M
$33 ﹤0.01%
8
MSTX
6016
Defiance Daily Target 2x Long MSTR ETF
MSTX
$460M
$31 ﹤0.01%
+1
VIXM icon
6017
ProShares VIX Mid-Term Futures ETF
VIXM
$56.3M
$31 ﹤0.01%
2
HDLB icon
6018
ETRACS Monthly Pay 2x Leveraged US High Dividend Low Volatility ETN Series B due Oct 21 2049
HDLB
$9.61M
$30 ﹤0.01%
+2
EYLD icon
6019
Cambria Emerging Shareholder Yield ETF
EYLD
$789M
0
RMTI icon
6020
Rockwell Medical
RMTI
$31.4M
$29 ﹤0.01%
35
KALA icon
6021
KALA BIO
KALA
$57.4M
$29 ﹤0.01%
1
BCD icon
6022
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$425M
0
HYPD
6023
Hyperion DeFi Inc
HYPD
$54.3M
$28 ﹤0.01%
8
VEGI icon
6024
iShares MSCI Agriculture Producers ETF
VEGI
$159M
0
QYLG icon
6025
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$147M
$27 ﹤0.01%
+1