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
YHNA
6226
YHN Acquisition I Ltd
YHNA
-344,106
MUSE
6227
TCW Multisector Credit Income ETF
MUSE
$39.3M
-198,599
VENU
6228
Venu Holding Corp
VENU
$233M
-936
NDEC
6229
Innovator Growth-100 Power Buffer ETF - December
NDEC
$81.8M
-4,380
RDAC
6230
Rising Dragon Acquisition Corp
RDAC
$50.9M
-49,931
DMX
6231
DoubleLine Multi-Sector Income ETF
DMX
$86.3M
-14,914
CPLB
6232
NYLI MacKay Core Plus Bond ETF
CPLB
$307M
-3,453
GFLW
6233
VictoryShares Free Cash Flow Growth ETF
GFLW
$746M
-1,183
QQLV
6234
Invesco QQQ Low Volatility ETF
QQLV
$2.18M
-164
AINP
6235
Allspring Income Plus ETF
AINP
$215M
-18,807
MFSG
6236
MFS Active Growth ETF
MFSG
$344M
-665
PCG.PRX
6237
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.36B
-60,477
ESUM
6238
Eventide US Market ETF
ESUM
$160M
-4,450
PHLT
6239
DELISTED
Performant Healthcare Inc
PHLT
-352,265
GSRT
6240
DELISTED
GSR III Acquisition Corp
GSRT
-124,783
BRIF
6241
FIS Bright Portfolios Focused Equity ETF
BRIF
$136M
-304
UFG
6242
Uni-Fuels Holdings
UFG
$25.5M
-48,054
ACCS
6243
ACCESS Newswire
ACCS
$26.8M
-6
BLNE
6244
Beeline Holdings
BLNE
$53.6M
-818
MTSR
6245
DELISTED
Metsera Inc
MTSR
-325,178
FEBU
6246
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
FEBU
$52.1M
-7,500
NFEB
6247
Innovator Growth-100 Power Buffer ETF - February
NFEB
$84.9M
-746
ZFEB
6248
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$163M
-3,966
YOKE
6249
YOKE Core ETF
YOKE
$232M
-450
TOV
6250
JLens 500 Jewish Advocacy U.S. ETF
TOV
$246M
-887