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
SLAI
6326
SOLAI Ltd
SLAI
$13.3M
-130
BUFD icon
6327
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.68B
-4
BW icon
6328
Babcock & Wilcox
BW
$1.78B
-266
BWZ icon
6329
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$315M
-23,530
CAMP icon
6330
CAMP4 Therapeutics
CAMP
$205M
-238
CBAT icon
6331
CBAK Energy Technology
CBAT
$70.7M
-1,113
CHAU icon
6332
Direxion Daily CSI 300 China A Share Bull 2X ETF
CHAU
$97.2M
-287
CHX
6333
DELISTED
ChampionX
CHX
-2,246,751
CII icon
6334
BlackRock Enhanced Captial and Income Fund
CII
$843M
-80
CLBR
6335
DELISTED
Colombier Acquisition Corp II
CLBR
-55,000
CLNN icon
6336
Clene
CLNN
$55.7M
-1,276
CLOI icon
6337
VanEck CLO ETF
CLOI
$1.31B
-5
CMMB
6338
Chemomab Therapeutics
CMMB
$10.7M
-295
CMND icon
6339
Clearmind Medicine
CMND
$1.95M
-88
CRBP icon
6340
Corbus Pharmaceuticals
CRBP
$153M
-983
CRBU icon
6341
Caribou Biosciences
CRBU
$164M
-710
CRESY
6342
Cresud
CRESY
$866M
-4,126
CRGX
6343
DELISTED
CARGO Therapeutics
CRGX
-208,792
CXE
6344
MFS High Income Municipal Trust
CXE
$115M
-96
DALI icon
6345
First Trust DorseyWright DALI 1 ETF
DALI
$105M
-3
DBB icon
6346
Invesco DB Base Metals Fund
DBB
$323M
-2,343
DJAN icon
6347
FT Vest US Equity Deep Buffer ETF January
DJAN
$436M
-3,693
DLY
6348
DoubleLine Yield Opportunities Fund
DLY
$657M
-638
DMAR icon
6349
FT Vest US Equity Deep Buffer ETF March
DMAR
$388M
-45,901
DNB
6350
DELISTED
Dun & Bradstreet
DNB
-4,099,655