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

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HYI
6176
Western Asset High Yield Opportunity Fund Inc
HYI
$144M
-1,500
IBIC icon
6177
iShares iBonds Oct 2026 Term TIPS ETF
IBIC
$75.7M
-2,799
IBID icon
6178
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$72.5M
-566
IBMQ icon
6179
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$622M
-81,923
IBTH icon
6180
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.04B
-15,264
IDVO icon
6181
Amplify International Enhanced Dividend Income ETF
IDVO
$918M
-729
IEP icon
6182
Icahn Enterprises
IEP
$4.83B
-244
IFV icon
6183
First Trust Dorsey Wright International Focus 5 ETF
IFV
$232M
-960
IGIC icon
6184
International General Insurance
IGIC
$1.09B
-15,107
IGMS
6185
DELISTED
IGM Biosciences
IGMS
-1,732
IIGD icon
6186
Invesco Investment Grade Defensive ETF
IIGD
$31.2M
-2,480
IJUL icon
6187
Innovator International Developed Power Buffer ETF July
IJUL
$218M
-16,050
IMFL icon
6188
Invesco International Developed Dynamic Multifactor ETF
IMFL
$756M
-319
INZY
6189
DELISTED
Inozyme Pharma
INZY
-57,434
ISSC icon
6190
Innovative Solutions & Support
ISSC
$352M
-61,129
ITOS
6191
DELISTED
iTeos Therapeutics
ITOS
-601,363
ITRG
6192
Integra Resources
ITRG
$713M
-35,200
IWMY icon
6193
Defiance R2000 Weekly Distribution ETF
IWMY
$110M
-13
JANZ icon
6194
TrueShares Structured Outcome January ETF
JANZ
$75.8M
-11,126
JGH icon
6195
Nuveen Global High Income Fund
JGH
$301M
-117
JHI
6196
John Hancock Investors Trust
JHI
$123M
-14
JNPR
6197
DELISTED
Juniper Networks
JNPR
-2,070,593
JUNW icon
6198
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
$62.8M
-79
KLG
6199
DELISTED
WK Kellogg Co
KLG
-216,230
LKOR icon
6200
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$36.6M
-2,206