JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
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 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

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
SQQQ icon
6376
ProShares UltraPro Short QQQ
SQQQ
$2.27B
-36,977
SRDX
6377
DELISTED
Surmodics
SRDX
-11,483
TRON
6378
Tron Inc
TRON
$365M
-967
SSFI icon
6379
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$30.3M
-3,302
SVII
6380
DELISTED
Spring Valley Acquisition Corp II
SVII
-5,164
SVIX icon
6381
-1x Short VIX Futures ETF
SVIX
$152M
-24,421
SY
6382
So-Young International
SY
$329M
-37,555
TBF icon
6383
ProShares Short 20+ Year Treasury ETF
TBF
$69.7M
-58
TBUX icon
6384
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$893M
-6
THQ
6385
abrdn Healthcare Opportunities Fund
THQ
$796M
-937
TIXT
6386
DELISTED
TELUS International
TIXT
-1,082,023
TMFM icon
6387
Motley Fool Mid-Cap Growth ETF
TMFM
$132M
-398
TMV icon
6388
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$155M
-96
TOLZ icon
6389
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$177M
-50
TPCS icon
6390
TechPrecision Corp
TPCS
$46.5M
-13,750
TRML
6391
DELISTED
Tourmaline Bio
TRML
-14,291
TRT icon
6392
Trio-Tech International
TRT
$48.3M
-12
TSEC icon
6393
Touchstone Securitized Income ETF
TSEC
$125M
-5,928
ACTV
6394
DELISTED
LeaderShares Activist Leaders ETF
ACTV
-266
ADSE icon
6395
ADS-TEC Energy
ADSE
$653M
-49
ADVM
6396
DELISTED
Adverum Biotechnologies
ADVM
-182
AESR icon
6397
Anfield US Equity Sector Rotation ETF
AESR
$148M
-2,996
AGM.A icon
6398
Federal Agricultural Mortgage Class A
AGM.A
-71
AIRI icon
6399
Air Industries Group
AIRI
$15.5M
-2
AKRO
6400
DELISTED
Akero Therapeutics
AKRO
-288,970