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
STXM
6201
DELISTED
Strive MidCap ETF
STXM
-137
ZK
6202
DELISTED
Zeekr
ZK
-882,547
CHA
6203
Chagee Holdings Ltd
CHA
$1.92B
-24,208
GRO
6204
Brazil Potash Corp
GRO
$173M
-32,479
IJUN
6205
Innovator International Developed Power Buffer ETF - June
IJUN
$43.8M
-1,120
FCTE
6206
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$227M
-1,862
RSPA
6207
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$762M
-3,059
FLCC
6208
Federated Hermes MDT Large Cap Core ETF
FLCC
$123M
-76
FLCV
6209
Federated Hermes MDT Large Cap Value ETF
FLCV
$92.6M
-200
RITR
6210
Reitar Logtech Holdings
RITR
$32.6M
-15,411
SPAI
6211
Safe Pro Group Inc
SPAI
$92.3M
-1,949
SEPU
6212
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$142M
-160
POLEU
6213
Andretti Acquisition Corp II Unit
POLEU
-50,000
CAFX
6214
Congress Intermediate Bond ETF
CAFX
$325M
-4,497
TSEP
6215
FT Vest Emerging Market Buffer ETF - September
TSEP
$16.8M
-353
MYCI
6216
State Street My2029 Corporate Bond ETF
MYCI
$34.7M
-114
MYCG
6217
State Street My2027 Corporate Bond ETF
MYCG
$29.9M
-26,322
MYCJ
6218
State Street My2030 Corporate Bond ETF
MYCJ
$39.5M
-923
THIR
6219
THOR Index Rotation ETF
THIR
$220M
-71
GQQQ
6220
Astoria US Quality Growth Kings ETF
GQQQ
$141M
-151
EDGF
6221
3EDGE Dynamic Fixed Income ETF
EDGF
$456M
-2,068
ILLR
6222
Triller Group Inc
ILLR
$38.1M
-139,821
EUAD
6223
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.22B
-218
TOPT
6224
iShares Top 20 U.S. Stocks ETF
TOPT
$633M
-9,452
GSRTU
6225
DELISTED
GSR III Acquisition Corp Unit
GSRTU
-149