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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
XBJA icon
6376
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$94.5M
-6,561
XMAR icon
6377
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$133M
0
XPL icon
6378
Solitario Resources
XPL
$69.9M
-151
XSLV icon
6379
Invesco S&P SmallCap Low Volatility ETF
XSLV
$245M
0
XSVN icon
6380
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$358M
-291
XTNT icon
6381
Xtant Medical Holdings
XTNT
$58.9M
-107
YALL icon
6382
Truth Social God Bless America ETF
YALL
$90.4M
-780
YMAX icon
6383
YieldMax Universe Fund of Option Income ETFs
YMAX
$412M
-788
YSG
6384
Yatsen Holding
YSG
$300M
-630
YYY icon
6385
Amplify CEF High Income ETF
YYY
$712M
-1,447
ZDGE icon
6386
Zedge
ZDGE
$40.1M
-1,687
ZIMV
6387
DELISTED
ZimVie
ZIMV
-124,404
ZTEN icon
6388
F/M 10-Year Investment Grade Corporate Bond ETF
ZTEN
$30.5M
-931
NEUE
6389
DELISTED
NeueHealth
NEUE
-24
XXCH
6390
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
-25,000
OSTX
6391
OS Therapies Inc
OSTX
$83.7M
-13
AXIL
6392
AXIL Brands
AXIL
$42.4M
-7
PTHS
6393
Pelthos Therapeutics
PTHS
$101M
-1
ACTV
6394
DELISTED
LeaderShares Activist Leaders ETF
ACTV
-266
ADSE icon
6395
ADS-TEC Energy
ADSE
$863M
-49
ADVM
6396
DELISTED
Adverum Biotechnologies
ADVM
-182
AESR icon
6397
Anfield US Equity Sector Rotation ETF
AESR
$249M
-2,996
AGM.A icon
6398
Federal Agricultural Mortgage Class A
AGM.A
$1.56B
-71
AIRI icon
6399
Air Industries Group
AIRI
$14.9M
-2
AKRO
6400
DELISTED
Akero Therapeutics
AKRO
-288,970