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
MERC icon
5051
Mercer International
MERC
$119M
$50.3K ﹤0.01%
25,380
-7,021
SLND icon
5052
Southland Holdings
SLND
$84.4M
$50.1K ﹤0.01%
15,101
-997
TMB
5053
Thornburg Multi Sector Bond ETF
TMB
$77.6M
$50K ﹤0.01%
1,953
+1,498
LYEL icon
5054
Lyell Immunopharma
LYEL
$549M
$49.7K ﹤0.01%
1,616
+1,126
EWJV icon
5055
iShares MSCI Japan Value ETF
EWJV
$685M
$49.7K ﹤0.01%
1,250
+1,029
MBOX icon
5056
Freedom Day Dividend ETF
MBOX
$132M
$49.6K ﹤0.01%
1,418
-1,638
SDOG icon
5057
ALPS Sector Dividend Dogs ETF
SDOG
$1.4B
$49.6K ﹤0.01%
819
-1
IGLD icon
5058
FT Vest Gold Strategy Target Income ETF
IGLD
$586M
$49.4K ﹤0.01%
1,975
+1,972
ORMP icon
5059
Oramed Pharmaceuticals
ORMP
$129M
$49.2K ﹤0.01%
17,278
+17,108
VTYX icon
5060
Ventyx Biosciences
VTYX
$1B
$49.2K ﹤0.01%
5,449
-742,639
GAMB icon
5061
Gambling.com
GAMB
$149M
$49.1K ﹤0.01%
9,000
+1,489
ROE icon
5062
Astoria US Quality Kings ETF
ROE
$214M
$49.1K ﹤0.01%
1,393
+748
NXXT
5063
NextNRG Inc
NXXT
$107M
$49K ﹤0.01%
33,770
+10,529
LNSR icon
5064
LENSAR
LNSR
$146M
$48.6K ﹤0.01%
4,179
-1,749
LZM icon
5065
Lifezone Metals
LZM
$368M
$48.3K ﹤0.01%
11,321
-8,505
BIZD icon
5066
VanEck BDC Income ETF
BIZD
$1.52B
$48.3K ﹤0.01%
3,406
-30,709
SLN
5067
Silence Therapeutics
SLN
$210M
$48.3K ﹤0.01%
7,942
+176
NVCT icon
5068
Nuvectis Pharma
NVCT
$232M
$48.2K ﹤0.01%
6,382
+1,065
TX icon
5069
Ternium
TX
$8.57B
$47.9K ﹤0.01%
1,254
AFLG icon
5070
First Trust Active Factor Large Cap ETF
AFLG
$480M
$47.7K ﹤0.01%
+1,221
FSZ icon
5071
First Trust Switzerland AlphaDEX Fund
FSZ
$46.9M
$47.7K ﹤0.01%
594
+479
FOF icon
5072
Cohen & Steers Closed End Opportunity Fund
FOF
$398M
$47.4K ﹤0.01%
3,590
KULR icon
5073
KULR Technology Group
KULR
$128M
$47.3K ﹤0.01%
15,996
+1,551
SPKLW
5074
Spark I Acquisition Corp Warrant
SPKLW
0
EMNT icon
5075
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$212M
$47.2K ﹤0.01%
479
+25