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
THIR
6201
THOR Index Rotation ETF
THIR
$214M
-71
GQQQ
6202
Astoria US Quality Growth Kings ETF
GQQQ
$108M
-151
EDGF
6203
3EDGE Dynamic Fixed Income ETF
EDGF
$335M
-2,068
ILLR
6204
DELISTED
Triller Group Inc
ILLR
-139,821
EUAD
6205
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.42B
-218
TOPT
6206
iShares Top 20 U.S. Stocks ETF
TOPT
$472M
-9,452
GSRTU
6207
DELISTED
GSR III Acquisition Corp Unit
GSRTU
-149
YHNA
6208
YHN Acquisition I Ltd
YHNA
$82.6M
-344,106
MUSE
6209
TCW Multisector Credit Income ETF
MUSE
$39.6M
-198,599
VENU
6210
Venu Holding Corp
VENU
$232M
-936
NDEC
6211
Innovator Growth-100 Power Buffer ETF - December
NDEC
$67.2M
-4,380
RDAC
6212
Rising Dragon Acquisition Corp
RDAC
$46.3M
-49,931
DMX
6213
DoubleLine Multi-Sector Income ETF
DMX
$74M
-14,914
CPLB
6214
NYLI MacKay Core Plus Bond ETF
CPLB
$304M
-3,453
GFLW
6215
VictoryShares Free Cash Flow Growth ETF
GFLW
$619M
-1,183
QQLV
6216
Invesco QQQ Low Volatility ETF
QQLV
$3.94M
-164
AINP
6217
Allspring Income Plus ETF
AINP
$201M
-18,807
MFSG
6218
MFS Active Growth ETF
MFSG
$182M
-665
PCG.PRX
6219
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.43B
-60,477
ESUM
6220
Eventide US Market ETF
ESUM
$137M
-4,450
PHLT
6221
DELISTED
Performant Healthcare Inc
PHLT
-352,265
GSRT
6222
DELISTED
GSR III Acquisition Corp
GSRT
-124,783
BRIF
6223
FIS Bright Portfolios Focused Equity ETF
BRIF
$111M
-304
TJAN
6224
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.9M
-722
CEPO
6225
Cantor Equity Partners I
CEPO
$266M
-14,810