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
MXC icon
6301
Mexco Energy
MXC
$21.4M
-2
MYD icon
6302
BlackRock MuniYield Fund
MYD
$490M
-9
NAUT icon
6303
Nautilus Biotechnolgy
NAUT
$277M
-2,121
NCL icon
6304
Northann Corp
NCL
$4.02M
-15
NETDW
6305
DELISTED
Nabors Energy Transition Corp II Warrant
NETDW
0
NJAN icon
6306
Innovator Growth-100 Power Buffer ETF January
NJAN
$355M
-614
NRXS icon
6307
Neuraxis
NRXS
$54.4M
-11
NTIP icon
6308
Network-1 Technologies
NTIP
$32.6M
-26
NTZ
6309
Natuzzi
NTZ
$35.1M
-1,269
NVDL icon
6310
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.9B
-22,410
NVDY icon
6311
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.47B
0
NWLG icon
6312
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
$11.1M
-83
NYC
6313
American Strategic Investment Co
NYC
$23.5M
-4
OCFT
6314
DELISTED
OneConnect Financial Technology
OCFT
-340
OCTT icon
6315
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$63.3M
-9,601
ODP
6316
DELISTED
ODP
ODP
-97,407
ONEV icon
6317
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$565M
0
OPHC icon
6318
OptimumBank Holdings
OPHC
$59.5M
-21
OPI
6319
DELISTED
Office Properties Income Trust
OPI
-194,075
OPTT icon
6320
Ocean Power Technologies
OPTT
$85.4M
-364
ORGN icon
6321
Origin Materials
ORGN
$24.4M
-794
PABU icon
6322
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.21B
-3,361
PBP icon
6323
Invesco S&P 500 BuyWrite ETF
PBP
$333M
-899
PBPB
6324
DELISTED
Potbelly
PBPB
-339,576
PDI icon
6325
PIMCO Dynamic Income Fund
PDI
$7.77B
-8