JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RGEF
6101
Rockefeller Global Equity ETF
RGEF
$700M
-176,036
BACQU
6102
DELISTED
Inflection Point Acquisition Corp IV Unit
BACQU
-750,000
ZNOV
6103
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$127M
-11
SNRE
6104
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
-175,983
SMBS
6105
Schwab Mortgage-Backed Securities ETF
SMBS
$6.23B
-141,868
CCIR
6106
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
-262,516
NTCL
6107
NetClass Technology Inc
NTCL
$9.24M
-77
BEAG
6108
Bold Eagle Acquisition Corp
BEAG
$331M
-149,704
YSXT
6109
YSX Tech Co Ltd
YSXT
$32.6M
-3,800
SKBL
6110
Skyline Builders Group
SKBL
$43.4M
-45,528
AAPG
6111
Ascentage Pharma
AAPG
$2.16B
-211
ONEZ
6112
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$125M
-63
CSAI
6113
Cloudastructure
CSAI
$15.9M
-865
ELM
6114
Elm Market Navigator ETF
ELM
$513M
-775,000
AFSC
6115
abrdn Focused U.S. Small Cap Active ETF
AFSC
$8.59M
-400,000
PRXV
6116
Praxis Impact Large Cap Value ETF
PRXV
$64.2M
-4
NPACU
6117
New Providence Acquisition Corp III Units
NPACU
$280M
-350,000
FLYY
6118
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
-438,854
KFYP
6119
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
IPFF
6120
DELISTED
iShares International Preferred Stock ETF
IPFF
0
SCIU
6121
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UCD
6122
DELISTED
PROSHARES ULTRA BLOOMBERG COMMODITY
UCD
0
GIBO
6123
GIBO Holdings
GIBO
$43.2M
-9
GSHR
6124
Gesher Acquisition Corp II
GSHR
-199,870
ANTA
6125
Antalpha Platform Holding Co
ANTA
$168M
-2,705