We are live on ! Find out more
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
CLOZ icon
6451
Panagram BBB-B CLO ETF
CLOZ
$697M
-58,889
CLSD
6452
DELISTED
Clearside Biomedical
CLSD
-46
COHN icon
6453
Cohen & Co
COHN
$33.4M
-3
CONL icon
6454
GraniteShares 2x Long COIN Daily ETF
CONL
$462M
-898
COOP
6455
DELISTED
Mr. Cooper
COOP
-894,144
CPER icon
6456
United States Copper Index Fund
CPER
$722M
-4
CPHI icon
6457
China Pharma Holdings
CPHI
$24.9M
-40
CRD.B icon
6458
Crawford & Co Class B
CRD.B
$529M
-10
CRDT icon
6459
Simplify Opportunistic Income ETF
CRDT
$36.2M
-62,812
CSD icon
6460
Invesco S&P Spin-Off ETF
CSD
$210M
-1,715
CTM icon
6461
Castellum
CTM
$67.3M
-31
CVR icon
6462
Chicago Rivet & Machine Co
CVR
$9.93M
-2
CVU icon
6463
CPI Aerostructures
CVU
$66.6M
-22
CWEB icon
6464
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$183M
-45
DAPP icon
6465
VanEck Digital Transformation ETF
DAPP
$358M
-106
DBEM icon
6466
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$105M
-28
DDC icon
6467
DDC Enterprise Ltd
DDC
$43.7M
-700
DDI
6468
DoubleDown Interactive
DDI
$567M
-986
DDM icon
6469
ProShares Ultra Dow30
DDM
$533M
-26
DFGX icon
6470
Dimensional International Core Fixed Income ETF
DFGX
$1.62B
-522
DJIA icon
6471
Global X Dow 30 Covered Call ETF
DJIA
$175M
-2
DLTH icon
6472
Duluth Holdings
DLTH
$161M
-294
DRLL icon
6473
Strive US Energy ETF
DRLL
$266M
-1
EPIX
6474
DELISTED
ESSA Pharma
EPIX
-21
ESHA
6475
DELISTED
ESH Acquisition Corp
ESHA
-6