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
COLO
6401
Global X MSCI Colombia ETF
COLO
$133M
-2,974
HART
6402
DELISTED
IQ Healthy Hearts ETF
HART
-16
HES
6403
DELISTED
Hess
HES
-2,009,660
HLVX
6404
DELISTED
HilleVax
HLVX
-2,598
HOOK
6405
DELISTED
HOOKIPA Pharma
HOOK
-815
HRTS icon
6406
Tema ETF Trust Tema Heart & Health ETF
HRTS
$50.1M
-2,200
HSDT icon
6407
Solana Company
HSDT
$102M
-1
AGIG
6408
Abundia Global Impact Group
AGIG
$59M
-1
HYFI icon
6409
AB High Yield ETF
HYFI
$312M
-24,194
HYGH icon
6410
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$450M
-4,900
HYI
6411
Western Asset High Yield Opportunity Fund Inc
HYI
$134M
-1,500
IBIC icon
6412
iShares iBonds Oct 2026 Term TIPS ETF
IBIC
$71.3M
-2,799
IBID icon
6413
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$86.1M
-566
IBIE icon
6414
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$127M
-513
IBMN
6415
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
-30
IBMQ icon
6416
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$629M
-81,923
IBTH icon
6417
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.09B
-15,264
IDVO icon
6418
Amplify International Enhanced Dividend Income ETF
IDVO
$992M
-729
IEP icon
6419
Icahn Enterprises
IEP
$4.81B
-244
IFV icon
6420
First Trust Dorsey Wright International Focus 5 ETF
IFV
$215M
-960
IGIC icon
6421
International General Insurance
IGIC
$1.01B
-15,107
IGMS
6422
DELISTED
IGM Biosciences
IGMS
-1,732
IIGD icon
6423
Invesco Investment Grade Defensive ETF
IIGD
$30.7M
-2,480
IJUL icon
6424
Innovator International Developed Power Buffer ETF July
IJUL
$189M
-16,050
IMFL icon
6425
Invesco International Developed Dynamic Multifactor ETF
IMFL
$858M
-319