JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBMS
6301
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$271M
-22,319
CGUI
6302
Capital Group Ultra Short Income ETF
CGUI
$230M
-5,378
EFAA
6303
Invesco MSCI EAFE Income Advantage ETF
EFAA
$396M
-400
AC
6304
DELISTED
Associated Capital Group
AC
-701
ADAP
6305
DELISTED
Adaptimmune Therapeutics
ADAP
-22,782
ADXN
6306
Addex Therapeutics
ADXN
$7.82M
-79
ANSS
6307
DELISTED
Ansys
ANSS
-719,434
APLY icon
6308
YieldMax AAPL Option Income Strategy ETF
APLY
$91.6M
-500
ARBE icon
6309
Arbe Robotics
ARBE
$67.9M
-2,331
AREC icon
6310
American Resources Corp
AREC
$231M
-122,856
ASTL icon
6311
Algoma Steel
ASTL
$416M
-28,009
ATMP icon
6312
iPath Select MLP ETN
ATMP
$615M
-3,900
AZEK
6313
DELISTED
The AZEK Co
AZEK
-7,123,586
BAMB icon
6314
Brookstone Intermediate Bond ETF
BAMB
$62.1M
-2,161
BASE
6315
DELISTED
Couchbase
BASE
-153,833
BBLB icon
6316
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
$5.94M
-4,757
BCDA icon
6317
BioCardia
BCDA
$12.3M
-234
BGB
6318
Blackstone Strategic Credit 2027 Term Fund
BGB
$490M
-100
BGSF icon
6319
BGSF Inc
BGSF
$67.8M
-23
BGX
6320
Blackstone Long-Short Credit Income Fund
BGX
$135M
-49
BGY icon
6321
BlackRock Enhanced International Dividend Trust
BGY
$473M
-406
BIBL icon
6322
Inspire 100 ETF
BIBL
$365M
-2
BKN
6323
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
-22
BSCV icon
6324
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.62B
-261,471
BSEP icon
6325
Innovator US Equity Buffer ETF September
BSEP
$193M
-5,000