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
XTIA icon
6126
XTI Aerospace
XTIA
$68.5M
$1 ﹤0.01%
+1
SFLO icon
6127
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$543M
-312
SIF icon
6128
SIFCO Industries
SIF
$115M
-8
TAOX
6129
Tao Synergies Inc
TAOX
$43.2M
-572
SOL
6130
DELISTED
Emeren Group
SOL
-358
SOND
6131
DELISTED
Sonder
SOND
-24
SONN
6132
DELISTED
Sonnet BioTherapeutics
SONN
-7,537
SPNS
6133
DELISTED
Sapiens International
SPNS
-553,146
SPPP
6134
Sprott Physical Platinum and Palladium Trust
SPPP
$695M
-9
SPR
6135
DELISTED
Spirit AeroSystems
SPR
-491,415
SPUS icon
6136
SP Funds S&P 500 Sharia ETF
SPUS
$2.62B
-8
SQQQ icon
6137
ProShares UltraPro Short QQQ
SQQQ
$2.44B
-36,977
SRDX
6138
DELISTED
Surmodics
SRDX
-11,483
TRON
6139
Tron Inc
TRON
$1.04B
-967
SSFI icon
6140
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$22M
-3,302
SVII
6141
DELISTED
Spring Valley Acquisition Corp II
SVII
-5,164
SVIX icon
6142
-1x Short VIX Futures ETF
SVIX
$219M
-24,421
SY
6143
So-Young International
SY
$286M
-37,555
TBF icon
6144
ProShares Short 20+ Year Treasury ETF
TBF
$85.3M
-58
TBUX icon
6145
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.11B
-6
THQ
6146
abrdn Healthcare Opportunities Fund
THQ
$757M
-937
TIXT
6147
DELISTED
TELUS International
TIXT
-1,082,023
TMFM icon
6148
Motley Fool Mid-Cap Growth ETF
TMFM
$112M
-398
TMV icon
6149
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$181M
-96
TOLZ icon
6150
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$176M
-50