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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
SEPU
6176
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$150M
-160
POLEU
6177
Andretti Acquisition Corp II Unit
POLEU
$257M
-50,000
CAFX
6178
Congress Intermediate Bond ETF
CAFX
$327M
-4,497
TSEP
6179
FT Vest Emerging Market Buffer ETF - September
TSEP
$14.2M
-353
MYCI
6180
State Street My2029 Corporate Bond ETF
MYCI
$34.7M
-114
MYCG
6181
State Street My2027 Corporate Bond ETF
MYCG
$33.7M
-26,322
MYCJ
6182
State Street My2030 Corporate Bond ETF
MYCJ
$43.3M
-923
THIR
6183
THOR Index Rotation ETF
THIR
$208M
-71
GQQQ
6184
Astoria US Quality Growth Kings ETF
GQQQ
$146M
-151
EDGF
6185
3EDGE Dynamic Fixed Income ETF
EDGF
$482M
-2,068
ILLR
6186
Triller Group Inc
ILLR
$78.9M
-139,821
EUAD
6187
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.12B
-218
TOPT
6188
iShares Top 20 U.S. Stocks ETF
TOPT
$630M
-9,452
GSRTU
6189
DELISTED
GSR III Acquisition Corp Unit
GSRTU
-149
YHNA
6190
YHN Acquisition I Ltd
YHNA
$46.5M
-344,106
MUSE
6191
TCW Multisector Credit Income ETF
MUSE
$39M
-198,599
VENU
6192
Venu Holding Corp
VENU
$168M
-936
GFLW
6193
VictoryShares Free Cash Flow Growth ETF
GFLW
$843M
-1,183
QQLV
6194
Invesco QQQ Low Volatility ETF
QQLV
$1.97M
-164
AINP
6195
Allspring Income Plus ETF
AINP
$218M
-18,807
MFSG
6196
MFS Active Growth ETF
MFSG
$342M
-665
PCG.PRX
6197
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.36B
-60,477
ESUM
6198
Eventide US Market ETF
ESUM
$174M
-4,450
PHLT
6199
DELISTED
Performant Healthcare Inc
PHLT
-352,265
GSRT
6200
DELISTED
GSR III Acquisition Corp
GSRT
-124,783