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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BTX
6126
BlackRock Technology and Private Equity Term Trust
BTX
$756M
-1,965
SPTB
6127
State Street SPDR Portfolio Treasury ETF
SPTB
$154M
-91
IBMS
6128
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$259M
-22,319
CGUI
6129
Capital Group Ultra Short Income ETF
CGUI
$206M
-5,378
EFAA
6130
Invesco MSCI EAFE Income Advantage ETF
EFAA
$352M
-400
TWFG
6131
TWFG Inc
TWFG
$276M
-6,903
CEP
6132
DELISTED
Cantor Equity Partners
CEP
-699
SEPM
6133
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$31.9M
-5,213
FOXX
6134
Foxx Development Holdings
FOXX
$34.9M
-4,947
ELCV
6135
Eventide High Dividend ETF
ELCV
$171M
-4
ESN
6136
Essential 40 Stock ETF
ESN
$215M
-1,008
RGEF
6137
Rockefeller Global Equity ETF
RGEF
$770M
-176,036
BACQU
6138
Inflection Point Acquisition Corp IV Unit
BACQU
$261M
-750,000
ZNOV
6139
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$123M
-11
SNRE
6140
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
-175,983
SMBS
6141
Schwab Mortgage-Backed Securities ETF
SMBS
$6.12B
-141,868
CCIR
6142
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
-262,516
NTCL
6143
NetClass Technology Inc
NTCL
$7.93M
-77
BEAG
6144
Bold Eagle Acquisition Corp
BEAG
$329M
-149,704
YSXT
6145
YSX Tech Co Ltd
YSXT
$26.5M
-3,800
SKBL
6146
Skyline Builders Group
SKBL
$42.1M
-45,528
AAPG
6147
Ascentage Pharma
AAPG
$2.21B
-211
ONEZ
6148
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$124M
-63
CSAI
6149
Cloudastructure
CSAI
$18.9M
-865
ELM
6150
Elm Market Navigator ETF
ELM
$541M
-775,000