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
BNC
6451
CEA Industries
BNC
$194M
-12
CKX icon
6452
CKX Lands
CKX
$21.8M
-3
CLDI icon
6453
Calidi Biotherapeutics
CLDI
$5.45M
-9
CLLS
6454
Cellectis
CLLS
$376M
-4,945
CLOZ icon
6455
Panagram BBB-B CLO ETF
CLOZ
$765M
-58,889
CLSD
6456
DELISTED
Clearside Biomedical
CLSD
-46
COHN icon
6457
Cohen & Co
COHN
$35.7M
-3
CONL icon
6458
GraniteShares 2x Long COIN Daily ETF
CONL
$283M
-898
COOP
6459
DELISTED
Mr. Cooper
COOP
-894,144
CPER icon
6460
United States Copper Index Fund
CPER
$920M
-4
CPHI icon
6461
China Pharma Holdings
CPHI
$3.38M
-40
CRD.B icon
6462
Crawford & Co Class B
CRD.B
$492M
-10
CRDT icon
6463
Simplify Opportunistic Income ETF
CRDT
$39M
-62,812
CSD icon
6464
Invesco S&P Spin-Off ETF
CSD
$94.4M
-1,715
CTM icon
6465
Castellum
CTM
$78.2M
-31
CVR icon
6466
Chicago Rivet & Machine Co
CVR
$13M
-2
CVU icon
6467
CPI Aerostructures
CVU
$50.4M
-22
CWEB icon
6468
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$222M
-45
DAPP icon
6469
VanEck Digital Transformation ETF
DAPP
$286M
-106
DBEM icon
6470
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$86.6M
-28
DDC icon
6471
DDC Enterprise Ltd
DDC
$78.7M
-700
DDI
6472
DoubleDown Interactive
DDI
$437M
-986
DDM icon
6473
ProShares Ultra Dow30
DDM
$511M
-26
DFGX icon
6474
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.43B
-522
DJIA icon
6475
Global X Dow 30 Covered Call ETF
DJIA
$165M
-2