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
CTM icon
6351
Castellum
CTM
$65.2M
-31
CVR icon
6352
Chicago Rivet & Machine Co
CVR
$9.55M
-2
CVU icon
6353
CPI Aerostructures
CVU
$49.5M
-22
CWEB icon
6354
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$257M
-45
DAPP icon
6355
VanEck Digital Transformation ETF
DAPP
$559M
-106
DBEM icon
6356
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$103M
-28
DDC icon
6357
DDC Enterprise Ltd
DDC
$57.1M
-700
DDI
6358
DoubleDown Interactive
DDI
$582M
-986
DDM icon
6359
ProShares Ultra Dow30
DDM
$531M
-26
DFGX icon
6360
Dimensional International Core Fixed Income ETF
DFGX
$1.54B
-522
DJIA icon
6361
Global X Dow 30 Covered Call ETF
DJIA
$171M
-2
DLTH icon
6362
Duluth Holdings
DLTH
$116M
-294
DRLL icon
6363
Strive US Energy ETF
DRLL
$290M
-1
DTEC icon
6364
ALPS Disruptive Technologies ETF
DTEC
$69.9M
-2,154
DURA icon
6365
VanEck Durable High Dividend ETF
DURA
$37.8M
0
DXD icon
6366
ProShares UltraShort Dow 30
DXD
$45.5M
-640
DYFI icon
6367
IDX Dynamic Fixed Income ETF
DYFI
$55.8M
-1,830
ELP
6368
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
-8,566
EMX
6369
DELISTED
EMX Royalty
EMX
-7,158
EPIX
6370
DELISTED
ESSA Pharma
EPIX
-21
ESHA
6371
DELISTED
ESH Acquisition Corp
ESHA
-6
ESP icon
6372
Espey Mfg & Electronics Corp
ESP
$211M
-5,102
ETHO icon
6373
Amplify Etho Climate Leadership US ETF
ETHO
$173M
-200
ETJ
6374
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$570M
-100
ETNB
6375
DELISTED
89bio
ETNB
-71,178