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
DYLG icon
6026
Global X Dow 30 Covered Call & Growth ETF
DYLG
$5.96M
$27 ﹤0.01%
+1
DYAI icon
6027
Dyadic International
DYAI
$25.1M
$27 ﹤0.01%
29
SLE icon
6028
Super League Enterprise
SLE
$6.08M
$26 ﹤0.01%
4
+2
FLNA
6029
Filana Therapeutics
FLNA
$59.9M
$26 ﹤0.01%
13
-565,426
PEW.WS
6030
GrabAGun Digital Holdings Warrants
PEW.WS
0
TUGN icon
6031
STF Tactical Growth & Income ETF
TUGN
$84.4M
$25 ﹤0.01%
+1
PODC icon
6032
PodcastOne
PODC
$99.2M
$25 ﹤0.01%
10
EBIZ icon
6033
Global X E-commerce ETF
EBIZ
$28.1M
0
OTLK icon
6034
Outlook Therapeutics
OTLK
$28.2M
$24 ﹤0.01%
15
FTXN icon
6035
First Trust Nasdaq Oil & Gas ETF
FTXN
$201M
0
CNRG icon
6036
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$244M
0
AMCI
6037
AMC Robotics
AMCI
$119M
$24 ﹤0.01%
+3
AIRG icon
6038
Airgain
AIRG
$88.6M
$24 ﹤0.01%
6
XAIR icon
6039
Beyond Air
XAIR
$5.97M
$23 ﹤0.01%
32
ASPSW
6040
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$13.9M
0
GIBO
6041
GIBO Holdings
GIBO
$41.9M
$23 ﹤0.01%
+11
IBTJ icon
6042
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.22B
$22 ﹤0.01%
1
-9
TUA icon
6043
Simplify Short Term Treasury Futures Strategy ETF
TUA
$779M
$22 ﹤0.01%
+1
CASI
6044
DELISTED
CASI Pharmaceuticals
CASI
$21 ﹤0.01%
25
DFLI icon
6045
Dragonfly Energy
DFLI
$23.4M
$21 ﹤0.01%
7
-1
EJUL icon
6046
Innovator Emerging Markets Power Buffer ETF July
EJUL
$141M
-228
NDLS icon
6047
Noodles & Co
NDLS
$73.6M
$21 ﹤0.01%
4
-100
FBOT icon
6048
Fidelity Disruptive Automation ETF
FBOT
$207M
0
FDNI icon
6049
First Trust Dow Jones International Internet ETF
FDNI
$40M
0
RBLD icon
6050
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$35.5M
0