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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
BNR
6426
Burning Rock Biotech
BNR
$87.2M
-64
BRN icon
6427
Barnwell Industries
BRN
$14.8M
-9
BRY
6428
DELISTED
Berry Corp
BRY
-1,525,733
BSCP
6429
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
-42,439
BSCX icon
6430
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
-186,577
BSJP
6431
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
-4,870
BSJQ icon
6432
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$959M
-802
BSJS icon
6433
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$687M
-169
BSJT icon
6434
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$527M
-51,989
BSMP
6435
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
-1,446
BSMU icon
6436
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$259M
-24,904
BSMV icon
6437
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$189M
-2,688
BTAL icon
6438
AGF US Market Neutral Anti-Beta Fund
BTAL
$280M
-789
BTM
6439
DELISTED
Bitcoin Depot
BTM
-20,300
BUSA icon
6440
Brandes US Value ETF
BUSA
$303M
-995
CAML icon
6441
Congress Large Cap Growth ETF
CAML
$374M
-2,356
CAN
6442
Canaan Creative
CAN
$224M
-87,319
CARM
6443
DELISTED
Carisma Therapeutics
CARM
-921
CATO icon
6444
Cato Corp
CATO
$66.7M
-485
CCEL icon
6445
Cryo-Cell International
CCEL
$23.4M
-11
CCRD
6446
DELISTED
CoreCard
CCRD
-4,561
BNC
6447
CEA Industries
BNC
$125M
-12
CKX icon
6448
CKX Lands
CKX
$22.6M
-3
CLDI icon
6449
Calidi Biotherapeutics
CLDI
$3.15M
-9
CLLS
6450
Cellectis
CLLS
$285M
-4,945