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
FURY
5076
Fury Gold Mines
FURY
$135M
$47K ﹤0.01%
79,622
+29,200
JUNM
5077
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$64.5M
$46.9K ﹤0.01%
+1,371
OXLC
5078
Oxford Lane Capital
OXLC
$954M
$46.8K ﹤0.01%
3,197
-5,430
RDCM icon
5079
Radcom
RDCM
$198M
$46.7K ﹤0.01%
3,574
+62
FTNY
5080
Franklin New York Municipal Income ETF
FTNY
$632M
$46.7K ﹤0.01%
+5,953
ULST icon
5081
State Street Ultra Short Term Bond ETF
ULST
$612M
$46.7K ﹤0.01%
1,152
+1,018
ASRV icon
5082
AmeriServ Financial
ASRV
$59.5M
$46.6K ﹤0.01%
14,605
-10,395
PBW icon
5083
Invesco WilderHill Clean Energy ETF
PBW
$680M
$46.3K ﹤0.01%
1,516
-2,063
CXDO icon
5084
Crexendo
CXDO
$193M
$46K ﹤0.01%
7,103
-3,573
GALT icon
5085
Galectin Therapeutics
GALT
$178M
$45.9K ﹤0.01%
11,043
-4,427
PDN icon
5086
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$395M
$45.8K ﹤0.01%
1,086
+399
NREF
5087
NexPoint Real Estate Finance
NREF
$267M
$45.8K ﹤0.01%
3,253
-284
INV
5088
Innventure Inc
INV
$239M
$45.7K ﹤0.01%
+10,928
LUCD icon
5089
Lucid Diagnostics
LUCD
$174M
$45.2K ﹤0.01%
41,506
+5,408
UXAP
5090
FT Vest U.S. Equity Uncapped Accelerator ETF - April
UXAP
$7.76M
$45.2K ﹤0.01%
1,161
+400
TUYA
5091
Tuya Inc
TUYA
$1.36B
$45.1K ﹤0.01%
21,394
-1,863,206
DERM icon
5092
Journey Medical
DERM
$257M
$45K ﹤0.01%
5,839
+900
SFY icon
5093
SoFi Select 500 ETF
SFY
$557M
$44.9K ﹤0.01%
340
-3,360
FLWS icon
5094
1-800-Flowers.com
FLWS
$228M
$44.9K ﹤0.01%
11,418
-1,986
BTMD icon
5095
Biote Corp
BTMD
$65.4M
$44.7K ﹤0.01%
17,204
+428
IMRX icon
5096
Immuneering
IMRX
$318M
$44.5K ﹤0.01%
6,765
+5,265
BZFD icon
5097
BuzzFeed
BZFD
$30.4M
$43.7K ﹤0.01%
47,036
+34,665
INNV icon
5098
InnovAge Holding
INNV
$1.13B
$43.5K ﹤0.01%
8,378
-7,615
DVLT
5099
Datavault AI
DVLT
$459M
$43.4K ﹤0.01%
67,737
-214,925
STRW icon
5100
Strawberry Fields REIT
STRW
$170M
$43K ﹤0.01%
3,286
-4,834