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
BRRWU
6251
DELISTED
Columbus Circle Capital Corp I Units
BRRWU
-50,000
XRPI
6252
Volatility Shares Trust XRP ETF
XRPI
$100M
-1
KCHVU
6253
Kochav Defense Acquisition Corp Units
KCHVU
$237M
-15,000
BRR
6254
ProCap Financial Inc
BRR
$210M
-49,762
FIXT
6255
TCW Core Plus Bond ETF
FIXT
$216M
-32
RGTU
6256
Tradr 2X Long RGTI Daily ETF
RGTU
$8.62M
-7,200
FMFC
6257
Kandal M Venture Ltd
FMFC
$6.37M
-61,455
PASW
6258
Ping An Biomedical
PASW
$5.89M
-42
KCHV
6259
Kochav Defense Acquisition Corp
KCHV
$349M
-18
CRE
6260
Cre8 Enterprise Ltd
CRE
$5.4M
-14
TDIC
6261
Dreamland Ltd
TDIC
$6.45M
-22
PCS
6262
PGIM Corporate Bond 0-5 Year ETF
PCS
$211M
-400,000
NUTR
6263
Nusatrip Inc
NUTR
-3,075
MUNA
6264
Northern Trust 2030 Tax-Exempt Distributing Ladder ETF
MUNA
$10.1M
-10,000
INLX icon
6265
Intellinetics
INLX
$35.9M
-6
INUV icon
6266
Inuvo
INUV
$28.1M
-26
IOCT icon
6267
Innovator International Developed Power Buffer ETF October
IOCT
$192M
-2,835
IPG
6268
DELISTED
Interpublic Group of Companies
IPG
-8,175,766
IPO icon
6269
Renaissance IPO ETF
IPO
$131M
-8,554
IRBT
6270
DELISTED
iRobot
IRBT
-939,470
IZEA icon
6271
IZEA Worldwide
IZEA
$61.8M
-9
JANW icon
6272
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$323M
-11,127
JFIN
6273
Jiayin Group
JFIN
$335M
-41,193
JHCB icon
6274
John Hancock Corporate Bond ETF
JHCB
$106M
-33,769
JOB icon
6275
GEE Group
JOB
$23.9M
-218