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
$1.49T
AUM Growth
-$83.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,795
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

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
VTLE
6151
DELISTED
Vital Energy
VTLE
-13,544
VVR icon
6152
Invesco Senior Income Trust
VVR
$508M
-155
WABF icon
6153
Western Asset Bond ETF
WABF
$16.7M
-745
WNS
6154
DELISTED
WNS Holdings
WNS
-2,219,708
WOW
6155
DELISTED
WideOpenWest
WOW
-67,602
WRN
6156
Western Copper and Gold
WRN
$638M
-72,400
WTBN icon
6157
WisdomTree Bianco Total Return Fund
WTBN
$96.3M
-2,921
WWR icon
6158
Westwater Resources
WWR
$104M
-156
WYY icon
6159
WidePoint Corp
WYY
$48.8M
-20
XBJL icon
6160
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$120M
-1,280
XBJA icon
6161
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.1M
-6,561
XMAR icon
6162
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$168M
0
XPL icon
6163
Solitario Resources
XPL
$66.9M
-151
XSLV icon
6164
Invesco S&P SmallCap Low Volatility ETF
XSLV
$246M
0
XSVN icon
6165
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$299M
-291
XTNT icon
6166
Xtant Medical Holdings
XTNT
$81.8M
-107
YALL icon
6167
God Bless America ETF
YALL
$102M
-780
YMAX icon
6168
YieldMax Universe Fund of Option Income ETFs
YMAX
$469M
-788
YSG
6169
Yatsen Holding
YSG
$386M
-630
YYY icon
6170
Amplify CEF High Income ETF
YYY
$709M
-1,447
ZDGE icon
6171
Zedge
ZDGE
$40.2M
-1,687
ZIMV
6172
DELISTED
ZimVie
ZIMV
-124,404
ZTEN icon
6173
F/M 10-Year Investment Grade Corporate Bond ETF
ZTEN
$29M
-931
NEUE
6174
DELISTED
NeueHealth
NEUE
-24
XXCH
6175
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
-25,000