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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UIVM icon
6301
VictoryShares International Value Momentum ETF
UIVM
$322M
-21
UNCY icon
6302
Unicycive Therapeutics
UNCY
$133M
-21,709
UPW icon
6303
ProShares Ultra Utilities
UPW
$16.1M
0
DMAR icon
6304
FT Vest US Equity Deep Buffer ETF March
DMAR
$380M
-45,901
GSEP icon
6305
FT Vest US Equity Moderate Buffer ETF September
GSEP
$472M
-53,874
NEE.PRR
6306
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
-566,758
VVPR icon
6307
VivoPower
VVPR
$31.9M
-12,925
IBIE icon
6308
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$119M
-513
IBMN
6309
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
-30
OPP
6310
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$198M
-10
TCRT icon
6311
Alaunos Therapeutics
TCRT
$5.89M
-3
RMNY
6312
Rockefeller New York Municipal Bond ETF
RMNY
$20.9M
-10,145
CPSL
6313
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$98.5M
-800
SCNX
6314
Scienture Holdings
SCNX
$17.7M
-14
AC
6315
DELISTED
Associated Capital Group
AC
-701
ADAP
6316
DELISTED
Adaptimmune Therapeutics
ADAP
-22,782
ADXN
6317
Addex Therapeutics
ADXN
$9.29M
-79
AGRO icon
6318
Adecoagro
AGRO
$1.22B
-44,825
AGS
6319
DELISTED
PlayAGS
AGS
-177,332
AIRE icon
6320
reAlpha
AIRE
$41.4M
-25
AKYA
6321
DELISTED
Akoya BioSciences
AKYA
-139,973
AMED
6322
DELISTED
Amedisys
AMED
-126,588
ANSS
6323
DELISTED
Ansys
ANSS
-719,434
APLY icon
6324
YieldMax AAPL Option Income Strategy ETF
APLY
$117M
-500
ARBE icon
6325
Arbe Robotics
ARBE
$138M
-2,331