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
ALE
6401
DELISTED
Allete
ALE
-221,617
AMOM icon
6402
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$29.2M
-365
AMS icon
6403
American Shared Hospital Services
AMS
$14.9M
-7
AP icon
6404
Ampco-Pittsburgh
AP
$151M
-28
ARIS
6405
DELISTED
Aris Water Solutions
ARIS
-535,865
ARMP icon
6406
Armata Pharmaceuticals
ARMP
$299M
-24
ARQQ icon
6407
Arqit Quantum
ARQQ
$261M
-34,033
ASA
6408
ASA Gold and Precious Metals
ASA
$1.32B
-3,199
ASET
6409
DELISTED
FlexShares Real Assets Allocation Index Fund
ASET
-4,000
AUDC icon
6410
AudioCodes
AUDC
$211M
-14,337
AUGW icon
6411
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
$147M
0
AUSF icon
6412
Global X Adaptive US Factor ETF
AUSF
$811M
-173
AVDX
6413
DELISTED
AvidXchange
AVDX
-1,503,228
AWF
6414
AllianceBernstein Global High Income Fund
AWF
$918M
-1,200
AWRE icon
6415
Aware
AWRE
$37.2M
-2,660
SBLX
6416
StableX Technologies
SBLX
$3.61M
-7
BAMD icon
6417
Brookstone Dividend Stock ETF
BAMD
$101M
-2,069
BBN icon
6418
BlackRock Taxable Municipal Bond Trust
BBN
$1.02B
-44
BCUS
6419
Bancreek US Large Cap ETF
BCUS
$123M
-867
BDEC icon
6420
Innovator US Equity Buffer ETF December
BDEC
$239M
-586
BDL icon
6421
Flanigan's Enterprises
BDL
$62.5M
-1
BGFV
6422
DELISTED
Big 5 Sporting Goods
BGFV
-1,897
BGH
6423
Barings Global Short Duration High Yield Fund
BGH
$300M
-1,368
BILZ icon
6424
PIMCO Ultra Short Government Active ETF
BILZ
$954M
-2,609
BINV icon
6425
Brandes International ETF
BINV
$463M
-668