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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
BRIF
6201
FIS Bright Portfolios Focused Equity ETF
BRIF
$149M
-304
CEPO
6202
Cantor Equity Partners I
CEPO
$268M
-14,810
MIMI
6203
Mint Inc
MIMI
$7.57M
-203
UFG
6204
Uni-Fuels Holdings
UFG
$27.6M
-48,054
ACCS
6205
ACCESS Newswire
ACCS
$26.6M
-6
BLNE
6206
Beeline Holdings
BLNE
$43M
-818
MTSR
6207
DELISTED
Metsera Inc
MTSR
-325,178
FEBU
6208
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
FEBU
$49M
-7,500
NFEB
6209
Innovator Growth-100 Power Buffer ETF - February
NFEB
$82.5M
-746
ZFEB
6210
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$157M
-3,966
YOKE
6211
YOKE Core ETF
YOKE
$237M
-450
TOV
6212
JLens 500 Jewish Advocacy U.S. ETF
TOV
$259M
-887
DABS
6213
DoubleLine Asset-Backed Securities ETF
DABS
$142M
-53
ALLW
6214
State Street Bridgewater All Weather ETF
ALLW
$1.54B
-15
USARW
6215
DELISTED
USA Rare Earth Inc Warrant
USARW
0
FMTM
6216
MarketDesk Focused U.S. Momentum ETF
FMTM
$221M
-123
GOP
6217
Unusual Whales Subversive Republican Trading ETF
GOP
$86.5M
-34
ABIG
6218
Argent Large Cap ETF
ABIG
$54.6M
-500
MPTI.WS
6219
DELISTED
M-tron Industries Warrants
MPTI.WS
0
KFYP
6220
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
IPFF
6221
DELISTED
iShares International Preferred Stock ETF
IPFF
0
SCIU
6222
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UCD
6223
DELISTED
PROSHARES ULTRA BLOOMBERG COMMODITY
UCD
0
DENT
6224
DELISTED
AdvisorShares Dent Tactical ETF
DENT
0
QQWZ
6225
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF
QQWZ
$37.5M
-6,658