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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
FEUZ icon
6151
First Trust Eurozone AlphaDEX
FEUZ
$134M
-561
FHYS icon
6152
Federated Hermes Short Duration High Yield ETF
FHYS
$50.9M
-368
FJUN icon
6153
FT Vest US Equity Buffer ETF June
FJUN
$1.26B
-5,824
NJAN icon
6154
Innovator Growth-100 Power Buffer ETF January
NJAN
$369M
-614
NRXS icon
6155
Neuraxis
NRXS
$90M
-11
NTIP icon
6156
Network-1 Technologies
NTIP
$34.3M
-26
NTZ
6157
Natuzzi
NTZ
$21.1M
-1,269
PMN icon
6158
ProMIS Neurosciences
PMN
$94.4M
-3
PNNT
6159
Pennant Park Investment Corp
PNNT
$219M
-200
NDEC
6160
Innovator Growth-100 Power Buffer ETF - December
NDEC
$77.1M
-4,380
RDAC
6161
Rising Dragon Acquisition Corp
RDAC
$32.2M
-49,931
DMX
6162
DoubleLine Multi-Sector Income ETF
DMX
$97.4M
-14,914
CPLB
6163
NYLI MacKay Core Plus Bond ETF
CPLB
$339M
-3,453
MSTY icon
6164
YieldMax MSTR Option Income Strategy ETF
MSTY
$672M
0
MDPL icon
6165
Monarch Dividend Plus Index ETF
MDPL
$57.5M
-840
SER icon
6166
Serina Therapeutics
SER
$27.1M
-10
EPRX
6167
Eupraxia Pharmaceuticals
EPRX
$431M
-16,467
STXM
6168
DELISTED
Strive MidCap ETF
STXM
-137
ZK
6169
DELISTED
Zeekr
ZK
-882,547
FCTE
6170
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$240M
-1,862
RSPA
6171
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$897M
-3,059
FLCC
6172
Federated Hermes MDT Large Cap Core ETF
FLCC
$111M
-76
FLCV
6173
Federated Hermes MDT Large Cap Value ETF
FLCV
$99.6M
-200
RITR
6174
Reitar Logtech Holdings
RITR
$31.8M
-15,411
SPAI
6175
Safe Pro Group Inc
SPAI
$84.3M
-1,949