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
$1.49T
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
XTIA icon
6126
XTI Aerospace
XTIA
$66.3M
$1 ﹤0.01%
+1
CAN
6127
Canaan Creative
CAN
$256M
-87,319
CARM
6128
DELISTED
Carisma Therapeutics
CARM
-921
CATO icon
6129
Cato Corp
CATO
$54.9M
-485
CRDT icon
6130
Simplify Opportunistic Income ETF
CRDT
$35.9M
-62,812
CSD icon
6131
Invesco S&P Spin-Off ETF
CSD
$105M
-1,715
CTM icon
6132
Castellum
CTM
$51.1M
-31
CVR icon
6133
Chicago Rivet & Machine Co
CVR
$9.42M
-2
DBEM icon
6134
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$84.1M
-28
DDC icon
6135
DDC Enterprise Ltd
DDC
$54.6M
-700
DDI
6136
DoubleDown Interactive
DDI
$419M
-986
DDM icon
6137
ProShares Ultra Dow30
DDM
$414M
-26
DFGX icon
6138
Dimensional ETF Trust Dimensional International Core Fixed Income ETF
DFGX
$1.47B
-522
DJIA icon
6139
Global X Dow 30 Covered Call ETF
DJIA
$161M
-2
DLTH icon
6140
Duluth Holdings
DLTH
$106M
-294
DRLL icon
6141
Strive US Energy ETF
DRLL
$326M
-1
DTEC icon
6142
ALPS Disruptive Technologies ETF
DTEC
$68.5M
-2,154
DURA icon
6143
VanEck Durable High Dividend ETF
DURA
$44.7M
0
DXD icon
6144
ProShares UltraShort Dow 30
DXD
$63.9M
-640
FDM icon
6145
First Trust Dow Jones Select MicroCap Index Fund
FDM
$223M
-250
FEUZ icon
6146
First Trust Eurozone AlphaDEX
FEUZ
$141M
-561
FHYS icon
6147
Federated Hermes Short Duration High Yield ETF
FHYS
$50.3M
-368
FJUN icon
6148
FT Vest US Equity Buffer ETF June
FJUN
$1.08B
-5,824
NETDW
6149
DELISTED
Nabors Energy Transition Corp II Warrant
NETDW
0
RBOT.WS
6150
DELISTED
Vicarious Surgical Inc Warrants
RBOT.WS
0