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
WTBN icon
6176
WisdomTree Bianco Total Return Fund
WTBN
$101M
-2,921
WWR icon
6177
Westwater Resources
WWR
$79M
-156
WYY icon
6178
WidePoint Corp
WYY
$88.7M
-20
XBJL icon
6179
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$74.4M
-1,280
XMAR icon
6180
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$131M
0
XPL icon
6181
Solitario Resources
XPL
$83.8M
-151
XSLV icon
6182
Invesco S&P SmallCap Low Volatility ETF
XSLV
$232M
0
XSVN icon
6183
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$322M
-291
XTNT icon
6184
Xtant Medical Holdings
XTNT
$65.8M
-107
YALL icon
6185
God Bless America ETF
YALL
$100M
-780
YMAX icon
6186
YieldMax Universe Fund of Option Income ETFs
YMAX
$399M
-788
YSG
6187
Yatsen Holding
YSG
$238M
-630
YYY icon
6188
Amplify CEF High Income ETF
YYY
$725M
-1,447
ZDGE icon
6189
Zedge
ZDGE
$34.4M
-1,687
ZIMV
6190
DELISTED
ZimVie
ZIMV
-124,404
ZTEN icon
6191
F/M 10-Year Investment Grade Corporate Bond ETF
ZTEN
$30.3M
-931
NEUE
6192
DELISTED
NeueHealth
NEUE
-24
XXCH
6193
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
-25,000
OSTX
6194
OS Therapies Inc
OSTX
$79M
-13
AXIL
6195
AXIL Brands
AXIL
$47.9M
-7
PTHS
6196
Pelthos Therapeutics
PTHS
$92.9M
-1
MSTY icon
6197
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.33B
0
MDPL icon
6198
Monarch Dividend Plus Index ETF
MDPL
$59.5M
-840
SER icon
6199
Serina Therapeutics
SER
$25.6M
-10
EPRX
6200
Eupraxia Pharmaceuticals
EPRX
$440M
-16,467