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
VBTX
6376
DELISTED
Veritex Holdings
VBTX
-403,125
VEGA icon
6377
AdvisorShares STAR Global Buy-Write ETF
VEGA
$76.6M
-1,897
VFVA icon
6378
Vanguard US Value Factor ETF
VFVA
$741M
-148
VMEO
6379
DELISTED
Vimeo
VMEO
-156,734
VRNA
6380
DELISTED
Verona Pharma
VRNA
-1,414,770
VRNT
6381
DELISTED
Verint Systems
VRNT
-646,139
VTLE
6382
DELISTED
Vital Energy
VTLE
-13,544
VVR icon
6383
Invesco Senior Income Trust
VVR
$477M
-155
WABF icon
6384
Western Asset Bond ETF
WABF
$16.3M
-745
WNS
6385
DELISTED
WNS Holdings
WNS
-2,219,708
WOW
6386
DELISTED
WideOpenWest
WOW
-67,602
WRN
6387
Western Copper and Gold
WRN
$530M
-72,400
WTBN icon
6388
WisdomTree Bianco Total Return Fund
WTBN
$99.1M
-2,921
WWR icon
6389
Westwater Resources
WWR
$72.3M
-156
WYY icon
6390
WidePoint Corp
WYY
$45.7M
-20
XBJL icon
6391
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$75.7M
-1,280
XBJA icon
6392
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.1M
-6,561
XMAR icon
6393
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$133M
0
ACTV
6394
DELISTED
LeaderShares Activist Leaders ETF
ACTV
-266
ADSE icon
6395
ADS-TEC Energy
ADSE
$630M
-49
ADVM
6396
DELISTED
Adverum Biotechnologies
ADVM
-182
AESR icon
6397
Anfield US Equity Sector Rotation ETF
AESR
$137M
-2,996
AGM.A icon
6398
Federal Agricultural Mortgage Class A
AGM.A
-71
AIRI icon
6399
Air Industries Group
AIRI
$15M
-2
AKRO
6400
DELISTED
Akero Therapeutics
AKRO
-288,970