JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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
TOV
6226
JLens 500 Jewish Advocacy U.S. ETF
TOV
$198M
-887
DABS
6227
DoubleLine Asset-Backed Securities ETF
DABS
$117M
-53
ALLW
6228
SSGA Active Trust State Street Bridgewater All Weather ETF
ALLW
$1.23B
-15
USARW
6229
DELISTED
USA Rare Earth Inc Warrant
USARW
0
FMTM
6230
MarketDesk Focused U.S. Momentum ETF
FMTM
$76.6M
-123
GOP
6231
Unusual Whales Subversive Republican Trading ETF
GOP
$66.7M
-34
ABIG
6232
Argent Large Cap ETF
ABIG
$42.7M
-500
MPTI.WS
6233
DELISTED
M-tron Industries Warrants
MPTI.WS
0
KFYP
6234
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
IPFF
6235
DELISTED
iShares International Preferred Stock ETF
IPFF
0
SCIU
6236
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UCD
6237
DELISTED
PROSHARES ULTRA BLOOMBERG COMMODITY
UCD
0
DENT
6238
DELISTED
AdvisorShares Dent Tactical ETF
DENT
0
QQWZ
6239
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF
QQWZ
$29.9M
-6,658
APUS
6240
Apimeds Pharmaceuticals US
APUS
$2.2M
-8
DEFT
6241
Defi Technologies
DEFT
$199M
-29,872
BRRWU
6242
DELISTED
Columbus Circle Capital Corp I Units
BRRWU
-50,000
XRPI
6243
Volatility Shares Trust XRP ETF
XRPI
$106M
-1
KCHVU
6244
Kochav Defense Acquisition Corp Units
KCHVU
-15,000
BRR
6245
ProCap Financial Inc
BRR
$171M
-49,762
FIXT
6246
TCW Core Plus Bond ETF
FIXT
$211M
-32
RGTU
6247
Tradr 2X Long RGTI Daily ETF
RGTU
$5.78M
-7,200
FMFC
6248
Kandal M Venture Ltd
FMFC
$6.86M
-61,455
PASW
6249
Ping An Biomedical
PASW
$15.4M
-42
KCHV
6250
Kochav Defense Acquisition Corp
KCHV
-18