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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGAS icon
5376
Verde Clean Fuels
VGAS
$21M
$12.5K ﹤0.01%
4,104
+783
ETG
5377
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
$12.5K ﹤0.01%
590
+228
GNLX icon
5378
Genelux
GNLX
$117M
$12.4K ﹤0.01%
2,946
+2,620
YOKE
5379
YOKE Core ETF
YOKE
$217M
$12.4K ﹤0.01%
+450
ZEOWW
5380
Zeo Energy Corp Warrants
ZEOWW
0
QNTM
5381
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$14M
$12.1K ﹤0.01%
736
-161
WDH
5382
Waterdrop
WDH
$640M
$12.1K ﹤0.01%
6,380
+4,059
ETB
5383
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$452M
$12.1K ﹤0.01%
803
+3
RZV icon
5384
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$254M
$12K ﹤0.01%
+102
KIDZW
5385
Classover Holdings Warrants
KIDZW
$240K
0
VENU
5386
Venu Holding Corp
VENU
$231M
$12K ﹤0.01%
936
+901
RDACR
5387
Rising Dragon Acquisition Corp Rights
RDACR
$11.7K ﹤0.01%
+50,000
MVT icon
5388
BlackRock MuniVest Fund II
MVT
$228M
$11.7K ﹤0.01%
+1,100
TMB
5389
Thornburg Multi Sector Bond ETF
TMB
$77.6M
$11.7K ﹤0.01%
455
+234
AGOX icon
5390
Adaptive Alpha Opportunities ETF
AGOX
$371M
$11.5K ﹤0.01%
+376
ARTV
5391
Artiva Biotherapeutics
ARTV
$98.2M
$11.5K ﹤0.01%
4,002
+3,137
CGNG
5392
Capital Group New Geography Equity ETF
CGNG
$1.62B
$11.4K ﹤0.01%
+368
KAT
5393
Scharf ETF
KAT
$729M
$11.3K ﹤0.01%
+201
FCPI icon
5394
Fidelity Stocks for Inflation ETF
FCPI
$246M
$11.3K ﹤0.01%
225
-16,040
SSBI icon
5395
Summit State Bank
SSBI
$94.1M
$11.2K ﹤0.01%
+938
BDJ icon
5396
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.68B
$11.1K ﹤0.01%
1,223
-19
CV
5397
CapsoVision Inc
CV
$226M
$11.1K ﹤0.01%
+2,297
ESG icon
5398
FlexShares STOXX US ESG Select Index Fund
ESG
$124M
$11.1K ﹤0.01%
72
FYLD icon
5399
Cambria Foreign Shareholder Yield ETF
FYLD
$574M
$11K ﹤0.01%
+351
HAUZ icon
5400
Xtrackers International Real Estate ETF
HAUZ
$1.05B
$10.9K ﹤0.01%
462
+443