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

Top Buys

1 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MARZ icon
6151
TrueShares Structured Outcome March ETF
MARZ
$16.8M
-23
MDIV icon
6152
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$395M
-1,000
SANG
6153
Sangoma Technologies
SANG
$133M
-320
SATX
6154
DELISTED
SatixFy Communications
SATX
-550,520
SDA icon
6155
SunCar Technology Group
SDA
$182M
-1,844
SEIM icon
6156
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$1.12B
-80
SEIQ icon
6157
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$536M
-32
SKX
6158
DELISTED
Skechers
SKX
-1,171,331
SLNG icon
6159
Stabilis Solutions
SLNG
$84.6M
-8
SONM icon
6160
DNA X, Inc. Common Stock
SONM
$5.83M
-10
SOPH icon
6161
SOPHiA GENETICS
SOPH
$336M
-198
SOS
6162
SOS Limited
SOS
$8.47M
-7
SOVF icon
6163
Sovereign's Capital Flourish Fund
SOVF
$85.9M
-3
SPDN icon
6164
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$308M
-53
TEI
6165
Templeton Emerging Markets Income Fund
TEI
$279M
-168
VFMV icon
6166
Vanguard US Minimum Volatility ETF
VFMV
$366M
-150
VIGL
6167
DELISTED
Vigil Neuroscience
VIGL
-396,926
MAVF
6168
Matrix Advisors Value ETF
MAVF
$78.8M
-254
LZMH
6169
LZ Technology Holdings
LZMH
$228M
-735
PRIV
6170
State Street IG Public & Private Credit ETF
PRIV
$826M
-28,536
JPY
6171
Lazard Japanese Equity ETF
JPY
$68.4M
-699
PRXG
6172
Praxis Impact Large Cap Growth ETF
PRXG
$66.4M
-3
RDACU
6173
Rising Dragon Acquisition Corp Unit
RDACU
-50,000
TACO
6174
Berto Acquisition Corp
TACO
$383M
-111,546
JHI
6175
John Hancock Investors Trust
JHI
$110M
-14