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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
$64.6M
$1 ﹤0.01%
+1
PABU icon
6127
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.33B
-3,361
PBP icon
6128
Invesco S&P 500 BuyWrite ETF
PBP
$341M
-899
PBPB
6129
DELISTED
Potbelly
PBPB
-339,576
PDI icon
6130
PIMCO Dynamic Income Fund
PDI
$7.65B
-8
PDO
6131
PIMCO Dynamic Income Opportunities Fund
PDO
$1.87B
-1
PDX
6132
PIMCO Dynamic Income Strategy Fund
PDX
$922M
-300
PED icon
6133
PEDEVCO
PED
$205M
-3
PETS icon
6134
PetMed Express
PETS
$37.6M
-5,851
PINC
6135
DELISTED
Premier
PINC
-520,106
PJFG icon
6136
PGIM Jennison Focused Growth ETF
PJFG
$145M
-248
PPTY
6137
US Diversified Real Estate ETF
PPTY
$26M
-825
SOND
6138
DELISTED
Sonder
SOND
-24
SONN
6139
DELISTED
Sonnet BioTherapeutics
SONN
-7,537
CHA
6140
Chagee Holdings Ltd
CHA
$2.32B
-24,208
GRO
6141
Brazil Potash Corp
GRO
$130M
-32,479
IJUN
6142
Innovator International Developed Power Buffer ETF - June
IJUN
$93.7M
-1,120
TJAN
6143
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.3M
-722
AVDX
6144
DELISTED
AvidXchange
AVDX
-1,503,228
AWF
6145
AllianceBernstein Global High Income Fund
AWF
$880M
-1,200
AWRE icon
6146
Aware
AWRE
$28.1M
-2,660
FABC
6147
Fabric.AI Inc
FABC
$15.2M
-7
FAD icon
6148
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$563M
-39
FAZ icon
6149
Direxion Daily Financial Bear 3x ETF
FAZ
$102M
-2
FDM icon
6150
First Trust Dow Jones Select MicroCap Index Fund
FDM
$264M
-250