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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
DTEC icon
6251
ALPS Disruptive Technologies ETF
DTEC
$68.3M
-2,154
DURA icon
6252
VanEck Durable High Dividend ETF
DURA
$37.7M
0
DXD icon
6253
ProShares UltraShort Dow 30
DXD
$44M
-640
DYFI icon
6254
IDX Dynamic Fixed Income ETF
DYFI
$57M
-1,830
ELP
6255
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
-8,566
EMX
6256
DELISTED
EMX Royalty
EMX
-7,158
IPG
6257
DELISTED
Interpublic Group of Companies
IPG
-8,175,766
OCTT icon
6258
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$57.5M
-9,601
ODP
6259
DELISTED
ODP
ODP
-97,407
ONEV icon
6260
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$488M
0
OPHC icon
6261
OptimumBank Holdings
OPHC
$71.2M
-21
OPI
6262
DELISTED
Office Properties Income Trust
OPI
-194,075
OPTT icon
6263
Ocean Power Technologies
OPTT
$64.8M
-364
ORGN icon
6264
Origin Materials
ORGN
$4.77M
-26
LESL icon
6265
Leslie's
LESL
$89.8M
-2,884
LGL icon
6266
LGL Group
LGL
$44.6M
-7
LGL.WS
6267
DELISTED
LGL Group Inc Warrants
LGL.WS
0
LNW
6268
DELISTED
Light & Wonder
LNW
-171,706
LPSN icon
6269
LivePerson
LPSN
$23.7M
-234
LXRX icon
6270
Lexicon Pharmaceuticals
LXRX
$1.13B
-30,037
MCRB icon
6271
Seres Therapeutics
MCRB
$68.6M
-65
MFEM icon
6272
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$146M
-910
MGLD icon
6273
Marygold Companies
MGLD
$52.6M
-24
MHH icon
6274
Mastech Digital
MHH
$92.5M
-7
MID icon
6275
American Century Mid Cap Growth Impact ETF
MID
$99.2M
-67