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
SI
5226
Shoulder Innovations Inc
SI
$269M
$27.4K ﹤0.01%
1,916
-2
JENA.RT
5227
Jena Acquisition Corp II Rights
JENA.RT
$27.4K ﹤0.01%
140,000
ACIU icon
5228
AC Immune
ACIU
$301M
$27.4K ﹤0.01%
8,721
+1,462
MBND icon
5229
State Street Nuveen Municipal Bond ETF
MBND
$27.6M
$27.3K ﹤0.01%
+997
NRDY icon
5230
Nerdy
NRDY
$123M
$27.1K ﹤0.01%
26,053
+420
LJUL
5231
Innovator Premium Income 15 Buffer ETF - July
LJUL
$8.39M
$27.1K ﹤0.01%
+1,130
CARY icon
5232
Angel Oak Income ETF
CARY
$845M
$27K ﹤0.01%
+1,294
CRVO icon
5233
CervoMed
CRVO
$43.7M
$26.9K ﹤0.01%
3,400
+1,425
IMMX icon
5234
Immix Biopharma
IMMX
$388M
$26.7K ﹤0.01%
+5,109
AIRO
5235
AIRO Group Holdings
AIRO
$288M
$26.5K ﹤0.01%
3,242
+426
PHGE icon
5236
BiomX
PHGE
$9.77M
$26.4K ﹤0.01%
14,135
-8,497
EEX icon
5237
Emerald Holding
EEX
$944M
$26.4K ﹤0.01%
5,905
+7
XUSP icon
5238
Innovator Uncapped Accelerated US Equity ETF
XUSP
$46M
$26.4K ﹤0.01%
+555
MSIF
5239
MSC Income Fund Inc
MSIF
$609M
$26.1K ﹤0.01%
+1,990
AXIA.PR
5240
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$27.2B
$26K ﹤0.01%
2,774
+135
ARL icon
5241
American Realty Investors
ARL
$277M
$25.8K ﹤0.01%
1,608
-331
USDU icon
5242
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$167M
$25.8K ﹤0.01%
1,000
-439
DMA
5243
Destra Multi-Alternative Fund
DMA
$77.7M
$25.5K ﹤0.01%
2,848
SLVP icon
5244
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.27B
$25.5K ﹤0.01%
743
-279
CLM icon
5245
Cornerstone Strategic Value Fund
CLM
$2.28B
$25.4K ﹤0.01%
+3,032
ISPR icon
5246
Ispire Technology
ISPR
$185M
$24.8K ﹤0.01%
8,873
-9,656
GRNY
5247
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.18B
$24.6K ﹤0.01%
995
-3,234
CRF
5248
Cornerstone Total Return Fund
CRF
$1.17B
$24.5K ﹤0.01%
+3,055
AGRO icon
5249
Adecoagro
AGRO
$1.22B
$24.4K ﹤0.01%
+3,080
CV
5250
CapsoVision Inc
CV
$226M
$24.3K ﹤0.01%
2,277
-20