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
BSMP
6326
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
-1,446
BSMU icon
6327
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$252M
-24,904
BSMV icon
6328
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$185M
-2,688
BTAL icon
6329
AGF US Market Neutral Anti-Beta Fund
BTAL
$300M
-789
BTM icon
6330
Bitcoin Depot
BTM
$31.5M
-20,300
BUSA icon
6331
Brandes US Value ETF
BUSA
$288M
-995
CAML icon
6332
Congress Large Cap Growth ETF
CAML
$382M
-2,356
CAN
6333
Canaan Creative
CAN
$393M
-87,319
CARM
6334
DELISTED
Carisma Therapeutics
CARM
-921
CATO icon
6335
Cato Corp
CATO
$56.3M
-485
CCEL icon
6336
Cryo-Cell International
CCEL
$29.6M
-11
CCRD
6337
DELISTED
CoreCard
CCRD
-4,561
BNC
6338
CEA Industries
BNC
$133M
-12
CKX icon
6339
CKX Lands
CKX
$22M
-3
CLDI icon
6340
Calidi Biotherapeutics
CLDI
$2.89M
-9
CLLS
6341
Cellectis
CLLS
$409M
-4,945
CLOZ icon
6342
Panagram BBB-B CLO ETF
CLOZ
$640M
-58,889
CLSD
6343
DELISTED
Clearside Biomedical
CLSD
-46
COHN icon
6344
Cohen & Co
COHN
$32.1M
-3
CONL icon
6345
GraniteShares 2x Long COIN Daily ETF
CONL
$722M
-898
COOP
6346
DELISTED
Mr. Cooper
COOP
-894,144
CPER icon
6347
United States Copper Index Fund
CPER
$832M
-4
CPHI icon
6348
China Pharma Holdings
CPHI
$50.2M
-40
CRD.B icon
6349
Crawford & Co Class B
CRD.B
$461M
-10
CSD icon
6350
Invesco S&P Spin-Off ETF
CSD
$166M
-1,715