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
OSTX
6176
OS Therapies Inc
OSTX
$43M
-13
AXIL
6177
AXIL Brands
AXIL
$41.6M
-7
PTHS
6178
Pelthos Therapeutics
PTHS
$66.6M
-1
MSTY icon
6179
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.14B
0
MDPL icon
6180
Monarch Dividend Plus Index ETF
MDPL
$57.3M
-840
SER icon
6181
Serina Therapeutics
SER
$19.7M
-10
EPRX
6182
Eupraxia Pharmaceuticals
EPRX
$426M
-16,467
STXM icon
6183
Strive MidCap ETF
STXM
$22.8M
-137
ZK
6184
DELISTED
Zeekr
ZK
-882,547
CHA
6185
Chagee Holdings Ltd
CHA
$1.92B
-24,208
GRO
6186
Brazil Potash Corp
GRO
$152M
-32,479
IJUN
6187
Innovator International Developed Power Buffer ETF - June
IJUN
$56.6M
-1,120
FCTE
6188
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$225M
-1,862
RSPA
6189
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$598M
-3,059
FLCC
6190
Federated Hermes MDT Large Cap Core ETF
FLCC
$60.6M
-76
FLCV
6191
Federated Hermes MDT Large Cap Value ETF
FLCV
$71.5M
-200
RITR
6192
Reitar Logtech Holdings
RITR
$48.5M
-15,411
SPAI
6193
Safe Pro Group Inc
SPAI
$81.6M
-1,949
SEPU
6194
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$130M
-160
POLEU
6195
Andretti Acquisition Corp II Unit
POLEU
-50,000
CAFX
6196
Congress Intermediate Bond ETF
CAFX
$354M
-4,497
TSEP
6197
FT Vest Emerging Market Buffer ETF - September
TSEP
$15M
-353
MYCI
6198
State Street My2029 Corporate Bond ETF
MYCI
$31.4M
-114
MYCG
6199
State Street My2027 Corporate Bond ETF
MYCG
$28.9M
-26,322
MYCJ
6200
State Street My2030 Corporate Bond ETF
MYCJ
$30.2M
-923