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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
MLNK
6276
DELISTED
MeridianLink
MLNK
-55,095
MMTM icon
6277
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$161M
-33
MOB
6278
Mobilicom Ltd
MOB
$61.8M
-9,833
MRC
6279
DELISTED
MRC Global
MRC
-871,999
MRUS
6280
DELISTED
Merus
MRUS
-756,013
MTAL
6281
DELISTED
Metals Acquisition
MTAL
-134,516
MURA
6282
DELISTED
Mural Oncology
MURA
-232
MVT
6283
DELISTED
BlackRock MuniVest Fund II
MVT
-1,100
MXC icon
6284
Mexco Energy
MXC
$15.3M
-2
MYD
6285
DELISTED
BlackRock MuniYield Fund
MYD
-9
NAUT icon
6286
Nautilus Biotechnolgy
NAUT
$254M
-2,121
NCL icon
6287
Northann Corp
NCL
$8.54M
-15
NETDW
6288
DELISTED
Nabors Energy Transition Corp II Warrant
NETDW
0
NVDL icon
6289
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$1.24B
-22,410
NVDY icon
6290
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.33B
0
NWLG
6291
DELISTED
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
-83
NYC
6292
American Strategic Investment Co
NYC
$25.5M
-4
OCFT
6293
DELISTED
OneConnect Financial Technology
OCFT
-340
PFFV icon
6294
Global X Variable Rate Preferred ETF
PFFV
$305M
-17,806
PGRE
6295
DELISTED
Paramount Group
PGRE
-4,391,256
POET icon
6296
POET Technologies
POET
$1.63B
-4,000
POWA icon
6297
Invesco Bloomberg Pricing Power ETF
POWA
$175M
-118
PRO
6298
DELISTED
PROS Holdings
PRO
-42,405
PRTS icon
6299
CarParts.com
PRTS
$50.4M
-26
PSBD icon
6300
Palmer Square Capital BDC
PSBD
$333M
-6,425