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
RXD icon
6501
ProShares UltraShort Health Care
RXD
$5.5M
0
RZV icon
6502
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$259M
-102
SACH
6503
Sachem Capital Corp
SACH
$50.4M
-100
SAND
6504
DELISTED
Sandstorm Gold
SAND
-599,535
SCO icon
6505
ProShares UltraShort Bloomberg Crude Oil
SCO
$1.06B
-3,493
SCPH
6506
DELISTED
scPharmaceuticals
SCPH
-28,745
SCS
6507
DELISTED
Steelcase
SCS
-2,630,255
SEIX icon
6508
Virtus SEIX Senior Loan ETF
SEIX
$250M
-161,455
AIRI icon
6509
Air Industries Group
AIRI
$13.2M
-2
AKRO
6510
DELISTED
Akero Therapeutics
AKRO
-288,970
ALE
6511
DELISTED
Allete
ALE
-221,617
TJAN
6512
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.2M
-722
CEPO
6513
Cantor Equity Partners I
CEPO
$270M
-14,810
MIMI
6514
Mint Inc
MIMI
$8.41M
-203
ACTV
6515
DELISTED
LeaderShares Activist Leaders ETF
ACTV
-266
ADSE icon
6516
ADS-TEC Energy
ADSE
$700M
-49
ADVM
6517
DELISTED
Adverum Biotechnologies
ADVM
-182
AESR icon
6518
Anfield US Equity Sector Rotation ETF
AESR
$169M
-2,996
AGM.A icon
6519
Federal Agricultural Mortgage Class A
AGM.A
-71
FTDS icon
6520
First Trust Dividend Strength ETF
FTDS
$29.4M
-100
XBJA icon
6521
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$94.5M
-6,561
CRDT icon
6522
Simplify Opportunistic Income ETF
CRDT
$37.8M
-62,812