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
AIIA.U
4101
AI Infrastructure Acquisition Corp Units
AIIA.U
$407K ﹤0.01%
+40,000
OM icon
4102
Outset Medical
OM
$61.6M
$406K ﹤0.01%
109,376
-6,930
DAWN icon
4103
Day One Biopharmaceuticals
DAWN
$1.17B
$406K ﹤0.01%
43,530
-22,152
HPK icon
4104
HighPeak Energy
HPK
$639M
$406K ﹤0.01%
85,589
+75,431
KMDA icon
4105
Kamada
KMDA
$490M
$404K ﹤0.01%
57,278
+16,294
MFIN icon
4106
Medallion Financial
MFIN
$239M
$404K ﹤0.01%
39,226
+32,525
ISCF icon
4107
iShares International Small Cap Equity Factor ETF
ISCF
$604M
$403K ﹤0.01%
9,725
-1,301
PRPL icon
4108
Purple Innovation
PRPL
$74.6M
$403K ﹤0.01%
583,728
+204,638
WENN
4109
Wen Acquisition Corp
WENN
$382M
$402K ﹤0.01%
39,840
-6,882
FLIA icon
4110
Franklin International Aggregate Bond ETF
FLIA
$685M
$401K ﹤0.01%
19,865
-178
HAVAU
4111
Harvard Ave Acquisition Corporation Unit
HAVAU
$185M
$400K ﹤0.01%
+40,000
UCO icon
4112
ProShares Ultra Bloomberg Crude Oil
UCO
$390M
$400K ﹤0.01%
20,711
+12,200
MMTXU
4113
Miluna Acquisition Corp Units
MMTXU
$400K ﹤0.01%
+40,000
TE
4114
T1 Energy Inc
TE
$1.3B
$398K ﹤0.01%
59,529
+9,603
NIQ
4115
NIQ Global Intelligence PLC
NIQ
$3.18B
$398K ﹤0.01%
24,109
+24,054
CMBT
4116
CMB.TECH NV
CMBT
$3.73B
$397K ﹤0.01%
41,170
-2,279
LWAY icon
4117
Lifeway Foods
LWAY
$335M
$397K ﹤0.01%
16,380
+5,668
PICK icon
4118
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.93B
$396K ﹤0.01%
7,712
+1,177
CRNT icon
4119
Ceragon Networks
CRNT
$203M
$395K ﹤0.01%
188,297
-46,404
LXFR icon
4120
Luxfer Holdings
LXFR
$417M
$392K ﹤0.01%
28,977
-2,266
GAU
4121
Galiano Gold
GAU
$785M
$391K ﹤0.01%
154,710
-15,252
CSHP
4122
iShares Enhanced Short-Term Bond Active ETF
CSHP
$192M
$390K ﹤0.01%
3,942
-6,055
PDFS icon
4123
PDF Solutions
PDFS
$1.33B
$388K ﹤0.01%
13,596
-52
FCOM icon
4124
Fidelity MSCI Communication Services Index ETF
FCOM
$1.72B
$386K ﹤0.01%
5,273
+2,435
EWD icon
4125
iShares MSCI Sweden ETF
EWD
$341M
$386K ﹤0.01%
7,835
-1,504