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
$1.49T
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
CLLS
6451
Cellectis
CLLS
$305M
-4,945
CLOZ icon
6452
Panagram BBB-B CLO ETF
CLOZ
$591M
-58,889
CLSD
6453
DELISTED
Clearside Biomedical
CLSD
-46
COHN icon
6454
Cohen & Co
COHN
$36.8M
-3
CONL icon
6455
GraniteShares 2x Long COIN Daily ETF
CONL
$371M
-898
COOP
6456
DELISTED
Mr. Cooper
COOP
-894,144
CPER icon
6457
United States Copper Index Fund
CPER
$698M
-4
CPHI icon
6458
China Pharma Holdings
CPHI
$2.96M
-40
CRD.B icon
6459
Crawford & Co Class B
CRD.B
$488M
-10
CVU icon
6460
CPI Aerostructures
CVU
$49.8M
-22
CWEB icon
6461
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$225M
-45
DAPP icon
6462
VanEck Digital Transformation ETF
DAPP
$271M
-106
DYFI icon
6463
IDX Dynamic Fixed Income ETF
DYFI
$55.5M
-1,830
ELP
6464
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
-8,566
EMX
6465
DELISTED
EMX Royalty
EMX
-7,158
EPIX
6466
DELISTED
ESSA Pharma
EPIX
-21
ESHA icon
6467
ESH Acquisition Corp
ESHA
$46.9M
-6
ESP icon
6468
Espey Mfg & Electronics Corp
ESP
$161M
-5,102
ETHO icon
6469
Amplify Etho Climate Leadership US ETF
ETHO
$151M
-200
ETJ
6470
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$532M
-100
ETNB
6471
DELISTED
89bio
ETNB
-71,178
EXK
6472
Endeavour Silver
EXK
$2.57B
0
FAD icon
6473
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$378M
-39
FAZ icon
6474
Direxion Daily Financial Bear 3x ETF
FAZ
$131M
-2
FMAG icon
6475
Fidelity Magellan ETF
FMAG
$221M
-7,303