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
DLTH icon
6476
Duluth Holdings
DLTH
$84.5M
-294
DRLL icon
6477
Strive US Energy ETF
DRLL
$279M
-1
DTEC icon
6478
ALPS Disruptive Technologies ETF
DTEC
$75.9M
-2,154
DURA icon
6479
VanEck Durable High Dividend ETF
DURA
$46.6M
0
DXD icon
6480
ProShares UltraShort Dow 30
DXD
$44.9M
-640
DYFI icon
6481
IDX Dynamic Fixed Income ETF
DYFI
$58.1M
-1,830
ELP
6482
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
-8,566
EMX
6483
DELISTED
EMX Royalty
EMX
-7,158
EPIX
6484
DELISTED
ESSA Pharma
EPIX
-21
ESHA icon
6485
ESH Acquisition Corp
ESHA
$47.5M
-6
ESP icon
6486
Espey Mfg & Electronics Corp
ESP
$145M
-5,102
ETHO icon
6487
Amplify Etho Climate Leadership US ETF
ETHO
$165M
-200
ETJ
6488
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$586M
-100
ETNB
6489
DELISTED
89bio
ETNB
-71,178
EXK
6490
Endeavour Silver
EXK
$3.42B
0
FAD icon
6491
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$406M
-39
FAZ icon
6492
Direxion Daily Financial Bear 3x Shares
FAZ
$109M
-2
FDM icon
6493
First Trust Dow Jones Select MicroCap Index Fund
FDM
$230M
-250
FEUZ icon
6494
First Trust Eurozone AlphaDEX
FEUZ
$125M
-561
FHYS icon
6495
Federated Hermes Short Duration High Yield ETF
FHYS
$48.9M
-368
FJUN icon
6496
FT Vest US Equity Buffer ETF June
FJUN
$1.08B
-5,824
FMAG icon
6497
Fidelity Magellan ETF
FMAG
$251M
-7,303
FTDS icon
6498
First Trust Dividend Strength ETF
FTDS
$31.1M
-100
GANX icon
6499
Gain Therapeutics
GANX
$69.6M
-26,280
GEMD icon
6500
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$34.3M
-72