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
IAUX
5251
i-80 Gold Corp
IAUX
$1.6B
$24.2K ﹤0.01%
16,592
PICB icon
5252
Invesco International Corporate Bond ETF
PICB
$301M
$24K ﹤0.01%
1,007
+765
MENS
5253
Jyong Biotech
MENS
$115M
$23.9K ﹤0.01%
+6,051
XGN icon
5254
Exagen
XGN
$74.3M
$23.7K ﹤0.01%
3,905
-12,114
OPENL
5255
Opendoor Technologies Inc Series A Warrants
OPENL
$12M
0
ENGN icon
5256
enGene Holdings
ENGN
$655M
$23.6K ﹤0.01%
+2,614
CVY icon
5257
Invesco Zacks Multi-Asset Income ETF
CVY
$120M
$23.4K ﹤0.01%
873
-193
CDC icon
5258
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$765M
$23.4K ﹤0.01%
355
+114
ACTU
5259
Actuate Therapeutics
ACTU
$101M
$23.2K ﹤0.01%
3,795
+1,311
UEIC icon
5260
Universal Electronics
UEIC
$55.1M
$23.2K ﹤0.01%
6,419
-5,797
UYG icon
5261
ProShares Ultra Financials
UYG
$711M
$22.9K ﹤0.01%
250
STIM icon
5262
Neuronetics
STIM
$97.3M
$22.9K ﹤0.01%
16,576
+1,870
FPH icon
5263
Five Point Holdings
FPH
$384M
$22.9K ﹤0.01%
4,091
-3,411
KRRO icon
5264
Korro Bio
KRRO
$105M
$22.7K ﹤0.01%
2,838
-196,411
XJH icon
5265
iShares ESG Screened S&P Mid-Cap ETF
XJH
$360M
$22.7K ﹤0.01%
508
+205
COOK icon
5266
Traeger
COOK
$122M
$22.7K ﹤0.01%
21,017
-2,347,116
HTZWW
5267
Hertz Global Holdings Warrants
HTZWW
$222M
0
ATOS icon
5268
Atossa Therapeutics
ATOS
$36.2M
$22.5K ﹤0.01%
2,538
-10
BSTP icon
5269
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.6M
$22.4K ﹤0.01%
604
+364
QVMM
5270
Invesco QQQ Trust Series 1
QVMM
$403M
$22.3K ﹤0.01%
+726
EDD
5271
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$398M
$22.3K ﹤0.01%
+4,100
DFDVW
5272
DeFi Development Corp Warrant
DFDVW
$2.94M
0
VRM icon
5273
Vroom Inc
VRM
$97.6M
$22K ﹤0.01%
1,105
-263
XBOC icon
5274
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$67.2M
$21.7K ﹤0.01%
+648
RBKB icon
5275
Rhinebeck Bancorp
RBKB
$172M
$21.7K ﹤0.01%
1,804
-15