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
$1.49T
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
TRON
6351
Tron Inc
TRON
$617M
-967
SSFI icon
6352
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$37.4M
-3,302
SVII
6353
DELISTED
Spring Valley Acquisition Corp II
SVII
-5,164
SVIX icon
6354
-1x Short VIX Futures ETF
SVIX
$247M
-24,421
SY
6355
So-Young International
SY
$259M
-37,555
TBF icon
6356
ProShares Short 20+ Year Treasury ETF
TBF
$91.7M
-58
TBUX icon
6357
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.09B
-6
THQ
6358
abrdn Healthcare Opportunities Fund
THQ
$676M
-937
TIXT
6359
DELISTED
TELUS International
TIXT
-1,082,023
TMFM icon
6360
Motley Fool Mid-Cap Growth ETF
TMFM
$113M
-398
TMV icon
6361
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$174M
-96
TOLZ icon
6362
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$182M
-50
TPCS icon
6363
TechPrecision Corp
TPCS
$30.6M
-13,750
TRML
6364
DELISTED
Tourmaline Bio
TRML
-14,291
TRT
6365
Trio-Tech International
TRT
$48.4M
-12
TSEC icon
6366
Touchstone Securitized Income ETF
TSEC
$136M
-5,928
TTSH
6367
DELISTED
Tile Shop Holdings
TTSH
-35,631
UAUG icon
6368
Innovator US Equity Ultra Buffer ETF August
UAUG
$162M
-1,968
UMAR icon
6369
Innovator US Equity Ultra Buffer ETF March
UMAR
$135M
-4,877
UMAY icon
6370
Innovator US Equity Ultra Buffer ETF May
UMAY
$57.3M
-833
UPLD icon
6371
Upland Software
UPLD
$17.5M
-2,129
UPXI icon
6372
Upexi
UPXI
$65.1M
-150,227
USB.PRH icon
6373
US Bancorp Series B Preferred Stock
USB.PRH
$740M
0
USEP icon
6374
Innovator US Equity Ultra Buffer ETF September
USEP
$147M
-426
USTB icon
6375
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.02B
-625