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
NTIP icon
6451
Network-1 Technologies
NTIP
$34.3M
-26
NTZ
6452
Natuzzi
NTZ
$30.2M
-1,269
NVDL icon
6453
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$5.2B
-22,410
NVDY icon
6454
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.56B
0
NWLG
6455
DELISTED
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
-83
NYC
6456
American Strategic Investment Co
NYC
$25.9M
-4
OCFT
6457
DELISTED
OneConnect Financial Technology
OCFT
-340
OCTT icon
6458
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$60M
-9,601
ODP
6459
DELISTED
ODP
ODP
-97,407
ONEV icon
6460
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$496M
0
OPHC icon
6461
OptimumBank Holdings
OPHC
$67.6M
-21
OPI
6462
DELISTED
Office Properties Income Trust
OPI
-194,075
OPTT icon
6463
Ocean Power Technologies
OPTT
$78.2M
-364
ORGN icon
6464
Origin Materials
ORGN
$6.76M
-26
PABU icon
6465
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.43B
-3,361
PBP icon
6466
Invesco S&P 500 BuyWrite ETF
PBP
$342M
-899
PBPB
6467
DELISTED
Potbelly
PBPB
-339,576
PDI icon
6468
PIMCO Dynamic Income Fund
PDI
$7.38B
-8
PDO
6469
PIMCO Dynamic Income Opportunities Fund
PDO
$1.82B
-1
PDX
6470
PIMCO Dynamic Income Strategy Fund
PDX
$961M
-300
PED icon
6471
PEDEVCO
PED
$198M
-3
PETS icon
6472
PetMed Express
PETS
$48.2M
-5,851
PFFV icon
6473
Global X Variable Rate Preferred ETF
PFFV
$302M
-17,806
PGRE
6474
DELISTED
Paramount Group
PGRE
-4,391,256
PINC
6475
DELISTED
Premier
PINC
-520,106