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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
IBDY icon
6501
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.13B
-109,702
IBHG icon
6502
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$501M
-34,330
IBHE
6503
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
-332
IBMO icon
6504
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$587M
-3,767
IBTF
6505
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
-5,419
INFA
6506
DELISTED
Informatica
INFA
-1,915,516
INLX icon
6507
Intellinetics
INLX
$26.8M
-6
INUV icon
6508
Inuvo
INUV
$18.7M
-26
IOCT icon
6509
Innovator International Developed Power Buffer ETF October
IOCT
$174M
-2,835
IPO icon
6510
Renaissance IPO ETF
IPO
$171M
-8,554
IRBT
6511
DELISTED
iRobot
IRBT
-939,470
IZEA icon
6512
IZEA Worldwide
IZEA
$63M
-9
JANW icon
6513
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$342M
-11,127
JFIN
6514
Jiayin Group
JFIN
$158M
-41,193
JHCB icon
6515
John Hancock Corporate Bond ETF
JHCB
$110M
-33,769
JOB icon
6516
GEE Group
JOB
$22.6M
-218
K
6517
DELISTED
Kellanova
K
-2,201,524
KORE icon
6518
KORE Group Holdings
KORE
$173M
-19
KORP icon
6519
American Century Diversified Corporate Bond ETF
KORP
$867M
-97,062
KRMA icon
6520
Global X Conscious Companies ETF
KRMA
$115M
-3,596
LAZR
6521
DELISTED
Luminar Technologies
LAZR
-17,871
LBO icon
6522
WHITEWOLF Publicly Listed Private Equity ETF
LBO
$7.2M
-78