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
QYLG icon
6026
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$136M
$27 ﹤0.01%
+1
VEGI icon
6027
iShares MSCI Agriculture Producers ETF
VEGI
$108M
0
SAVA icon
6028
Cassava Sciences
SAVA
$101M
$26 ﹤0.01%
13
-565,426
SLE icon
6029
Super League Enterprise
SLE
$5.02M
$26 ﹤0.01%
4
+2
EBIZ icon
6030
Global X E-commerce ETF
EBIZ
$36.8M
0
PODC icon
6031
PodcastOne
PODC
$77M
$25 ﹤0.01%
10
TUGN icon
6032
STF Tactical Growth & Income ETF
TUGN
$69.3M
$25 ﹤0.01%
+1
PEW.WS
6033
GrabAGun Digital Holdings Warrants
PEW.WS
0
AIRG icon
6034
Airgain
AIRG
$66.7M
$24 ﹤0.01%
6
AMCI
6035
AMC Robotics
AMCI
$141M
$24 ﹤0.01%
+3
CNRG icon
6036
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$207M
0
FTXN icon
6037
First Trust Nasdaq Oil & Gas ETF
FTXN
$115M
0
OTLK icon
6038
Outlook Therapeutics
OTLK
$36M
$24 ﹤0.01%
15
XAIR icon
6039
Beyond Air
XAIR
$11.1M
$23 ﹤0.01%
32
ASPSW
6040
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$11.6M
0
GIBO
6041
GIBO Holdings
GIBO
$5.66M
$23 ﹤0.01%
+11
IBTJ icon
6042
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.18B
$22 ﹤0.01%
1
-9
TUA icon
6043
Simplify Short Term Treasury Futures Strategy ETF
TUA
$648M
$22 ﹤0.01%
+1
CASI icon
6044
CASI Pharmaceuticals
CASI
$17.5M
$21 ﹤0.01%
25
DFLI icon
6045
Dragonfly Energy
DFLI
$26.9M
$21 ﹤0.01%
7
-1
EJUL icon
6046
Innovator Emerging Markets Power Buffer ETF July
EJUL
$135M
-228
NDLS icon
6047
Noodles & Co
NDLS
$23M
$21 ﹤0.01%
30
-800
FBOT icon
6048
Fidelity Disruptive Automation ETF
FBOT
$181M
0
FDNI icon
6049
First Trust Dow Jones International Internet ETF
FDNI
$48.9M
0
RBLD icon
6050
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$21.2M
0