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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FCT
6376
First Trust Senior Floating Rate Income Fund II
FCT
$247M
-173
FDD icon
6377
First Trust STOXX European Select Dividend Income Fund
FDD
$787M
-1,772
FFIU icon
6378
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
$52.5M
-5,082
FIIG icon
6379
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$652M
-100,051
FJUL icon
6380
FT Vest US Equity Buffer ETF July
FJUL
$1.07B
-6,769
FL
6381
DELISTED
Foot Locker
FL
-308,071
FLJH icon
6382
Franklin FTSE Japan Hedged ETF
FLJH
$134M
-687
FLRT icon
6383
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$597M
-1,100
FLSW icon
6384
Franklin FTSE Switzerland ETF
FLSW
$75.4M
-30
FMAR icon
6385
FT Vest US Equity Buffer ETF March
FMAR
$1.06B
-2,725
FPF
6386
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.05B
-100
FSI icon
6387
Flexible Solutions
FSI
$67.9M
-18
FTF
6388
Franklin Limited Duration Income Trust
FTF
$231M
-100
GAUG icon
6389
FT Vest US Equity Moderate Buffer ETF August
GAUG
$288M
-2,590
GB
6390
DELISTED
Global Blue Group Holding
GB
-194
GEOS icon
6391
Geospace Technologies
GEOS
$146M
-2
GFR icon
6392
Greenfire Resources
GFR
$819M
-9,800
GHYB icon
6393
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$124M
-8,102
GIFI
6394
DELISTED
Gulf Island Fabrication
GIFI
-863
GJAN icon
6395
FT Vest US Equity Moderate Buffer ETF January
GJAN
$444M
-43,691
GLL icon
6396
ProShares UltraShort Gold
GLL
$118M
-1,225
GMS
6397
DELISTED
GMS Inc
GMS
-78,565
GNOM icon
6398
Global X Genomics & Biotechnology ETF
GNOM
$47.3M
0
GOGL
6399
DELISTED
Golden Ocean Group
GOGL
-191,016
GSEP icon
6400
FT Vest US Equity Moderate Buffer ETF September
GSEP
$452M
-53,874