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
EXK
6376
Endeavour Silver
EXK
$3.19B
0
FAD icon
6377
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$498M
-39
FAZ icon
6378
Direxion Daily Financial Bear 3x ETF
FAZ
$126M
-2
FDM icon
6379
First Trust Dow Jones Select MicroCap Index Fund
FDM
$245M
-250
FEUZ icon
6380
First Trust Eurozone AlphaDEX
FEUZ
$141M
-561
FHYS icon
6381
Federated Hermes Short Duration High Yield ETF
FHYS
$50.8M
-368
FJUN icon
6382
FT Vest US Equity Buffer ETF June
FJUN
$1.15B
-5,824
FMAG icon
6383
Fidelity Magellan ETF
FMAG
$260M
-7,303
GANX icon
6384
Gain Therapeutics
GANX
$77.6M
-26,280
GEMD icon
6385
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$33.6M
-72
GHI icon
6386
Greystone Housing Impact Investors LP
GHI
$123M
-2,424
GHLD
6387
DELISTED
Guild Holdings
GHLD
-25
GLBZ
6388
DELISTED
Glen Burnie Bancorp
GLBZ
-5,000
GLDG
6389
GoldMining Inc
GLDG
$253M
-54,900
GNTY
6390
DELISTED
Guaranty Bancshares
GNTY
-9,470
GORV
6391
DELISTED
Lazydays
GORV
-8
GROV icon
6392
Grove Collaborative
GROV
$52.1M
-63
GTLS.PRB
6393
DELISTED
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
-67,457
GTN.A icon
6394
Gray Media Inc
GTN.A
$1.08B
-11
HBI
6395
DELISTED
Hanesbrands
HBI
-3,752,817
GTOH
6396
Invesco Short Duration High Yield ETF
GTOH
$10.7M
-2,082
HONE
6397
DELISTED
HarborOne Bancorp
HONE
-50,671
HSII
6398
DELISTED
Heidrick & Struggles
HSII
-336,498
HURC icon
6399
Hurco Companies Inc
HURC
$107M
-525
IAS
6400
DELISTED
Integral Ad Science
IAS
-244,469