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
LABD icon
4351
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$71.3M
$237K ﹤0.01%
11,250
+4,447
CRVS icon
4352
Corvus Pharmaceuticals
CRVS
$1.56B
$236K ﹤0.01%
30,655
-1,577
NVBW icon
4353
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$93.2M
$236K ﹤0.01%
6,976
-5,753
DFE icon
4354
WisdomTree Europe SmallCap Dividend Fund
DFE
$168M
$236K ﹤0.01%
3,285
+1,785
XYF
4355
X Financial
XYF
$202M
$236K ﹤0.01%
42,058
-22,059
FULC icon
4356
Fulcrum Therapeutics
FULC
$701M
$235K ﹤0.01%
20,789
+2,720
UDOW icon
4357
ProShares UltraPro Dow 30
UDOW
$778M
$235K ﹤0.01%
4,058
-492
ACNT icon
4358
Ascent Industries
ACNT
$167M
$235K ﹤0.01%
14,503
-3,854
GME.WS
4359
GameStop Corp Warrants
GME.WS
0
QQQJ icon
4360
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$882M
$234K ﹤0.01%
6,363
+3,128
SKYT icon
4361
SkyWater Technology
SKYT
$1.42B
$234K ﹤0.01%
12,902
-34,009
TZA icon
4362
Direxion Daily Small Cap Bear 3x Shares
TZA
$208M
$234K ﹤0.01%
31,095
+11,337
BZAI
4363
Blaize Holdings
BZAI
$144M
$233K ﹤0.01%
119,493
+89,995
ABAT icon
4364
American Battery Technology Co
ABAT
$500M
$233K ﹤0.01%
69,676
+30,836
TRUE
4365
DELISTED
TrueCar
TRUE
$232K ﹤0.01%
102,637
-7,991
BITB icon
4366
Bitwise Bitcoin ETF
BITB
$2.64B
$232K ﹤0.01%
4,872
+4,147
ACNB icon
4367
ACNB Corp
ACNB
$545M
$232K ﹤0.01%
4,792
-2,484
JULZ icon
4368
TrueShares Structured Outcome July ETF
JULZ
$20.1M
$232K ﹤0.01%
5,497
-1,056
CPSJ
4369
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$40.5M
$231K ﹤0.01%
8,600
+3,804
EVTR icon
4370
Eaton Vance Total Return Bond ETF
EVTR
$4.6B
$231K ﹤0.01%
4,481
+2,728
BRBS icon
4371
Blue Ridge Bankshares
BRBS
$391M
$231K ﹤0.01%
54,044
-7,747
IWLG icon
4372
IQ Winslow Large Cap Growth ETF
IWLG
$620M
$230K ﹤0.01%
+4,248
GTIP icon
4373
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$224M
$230K ﹤0.01%
4,675
+1,776
BBAR icon
4374
BBVA Argentina
BBAR
$3.3B
$229K ﹤0.01%
12,692
-275,097
GTENW
4375
Gores Holdings X Warrants
GTENW
0