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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
SIF icon
6326
SIFCO Industries
SIF
$137M
-8
TAOX
6327
Tao Synergies Inc
TAOX
$26.7M
-572
SOL
6328
DELISTED
Emeren Group
SOL
-358
SPNS
6329
DELISTED
Sapiens International
SPNS
-553,146
SPPP
6330
Sprott Physical Platinum and Palladium Trust
SPPP
$558M
-9
SPR
6331
DELISTED
Spirit AeroSystems
SPR
-491,415
SPUS icon
6332
SP Funds S&P 500 Sharia ETF
SPUS
$2.75B
-8
SQQQ icon
6333
ProShares UltraPro Short QQQ
SQQQ
$2.18B
-36,977
SRDX
6334
DELISTED
Surmodics
SRDX
-11,483
TRON
6335
Tron Inc
TRON
$745M
-967
SSFI icon
6336
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$28.7M
-3,302
SVII
6337
DELISTED
Spring Valley Acquisition Corp II
SVII
-5,164
SVIX icon
6338
-1x Short VIX Futures ETF
SVIX
$195M
-24,421
SY
6339
So-Young International
SY
$143M
-37,555
TBF icon
6340
ProShares Short 20+ Year Treasury ETF
TBF
$85.9M
-58
TBUX icon
6341
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.19B
-6
THQ
6342
abrdn Healthcare Opportunities Fund
THQ
$770M
-937
TIXT
6343
DELISTED
TELUS International
TIXT
-1,082,023
TMFM icon
6344
Motley Fool Mid-Cap Growth ETF
TMFM
$116M
-398
TMV icon
6345
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$160M
-96
TOLZ icon
6346
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$195M
-50
TPCS icon
6347
TechPrecision Corp
TPCS
$44.9M
-13,750
TRML
6348
DELISTED
Tourmaline Bio
TRML
-14,291
TRT
6349
Trio-Tech International
TRT
$119M
-12
TSEC icon
6350
Touchstone Securitized Income ETF
TSEC
$158M
-5,928