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
RDOG icon
6151
ALPS REIT Dividend Dogs ETF
RDOG
$9.68M
0
RWAY icon
6152
Runway Growth Finance
RWAY
$246M
-10,754
RZV icon
6153
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$235M
-102
XPL icon
6154
Solitario Resources
XPL
$71.9M
-151
XSLV icon
6155
Invesco S&P SmallCap Low Volatility ETF
XSLV
$228M
0
XSVN icon
6156
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$321M
-291
XTNT icon
6157
Xtant Medical Holdings
XTNT
$76M
-107
YALL icon
6158
God Bless America ETF
YALL
$92.9M
-780
YMAX icon
6159
YieldMax Universe Fund of Option Income ETFs
YMAX
$377M
-788
YSG
6160
Yatsen Holding
YSG
$279M
-630
YYY icon
6161
Amplify CEF High Income ETF
YYY
$643M
-1,447
ZDGE icon
6162
Zedge
ZDGE
$36M
-1,687
ZIMV
6163
DELISTED
ZimVie
ZIMV
-124,404
ZTEN icon
6164
F/M 10-Year Investment Grade Corporate Bond ETF
ZTEN
$30.1M
-931
NEUE
6165
DELISTED
NeueHealth
NEUE
-24
XXCH
6166
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
-25,000
OSTX
6167
OS Therapies Inc
OSTX
$46.8M
-13
AXIL
6168
AXIL Brands
AXIL
$47.6M
-7
PTHS
6169
Pelthos Therapeutics
PTHS
$70.5M
-1
MSTY icon
6170
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.01B
0
MDPL icon
6171
Monarch Dividend Plus Index ETF
MDPL
$55.7M
-840
SER icon
6172
Serina Therapeutics
SER
$22.2M
-10
EPRX
6173
Eupraxia Pharmaceuticals
EPRX
$407M
-16,467
STXM
6174
DELISTED
Strive MidCap ETF
STXM
-137
ZK
6175
DELISTED
Zeekr
ZK
-882,547