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
AWRE icon
5501
Aware
AWRE
$37M
$6.41K ﹤0.01%
2,660
FAD icon
5502
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$411M
$6.39K ﹤0.01%
+39
GSST icon
5503
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.38B
$6.39K ﹤0.01%
+126
CHW
5504
Calamos Global Dynamic Income Fund
CHW
$518M
$6.38K ﹤0.01%
846
XBIT icon
5505
XBiotech
XBIT
$74.7M
$6.34K ﹤0.01%
2,382
-6,499
WDIV icon
5506
State Street SPDR S&P Global Dividend ETF
WDIV
$260M
$6.18K ﹤0.01%
85
+1
PCQ
5507
Pimco California Municipal Income Fund
PCQ
$173M
$6.11K ﹤0.01%
+701
FLCV
5508
Federated Hermes MDT Large Cap Value ETF
FLCV
$71.5M
$6.1K ﹤0.01%
+200
PXI icon
5509
Invesco Dorsey Wright Energy Momentum ETF
PXI
$44.3M
$6.09K ﹤0.01%
130
ICCM icon
5510
IceCure Medical
ICCM
$39.3M
$6.07K ﹤0.01%
5,950
DIT icon
5511
AMCON Distributing
DIT
$73.1M
$6.03K ﹤0.01%
+53
STHO icon
5512
Star Holdings Shares of Beneficial Interest
STHO
$103M
$6.02K ﹤0.01%
731
-890
HTD
5513
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$904M
$6K ﹤0.01%
242
+200
DIAX icon
5514
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$570M
$6K ﹤0.01%
+403
DDC icon
5515
DDC Enterprise Ltd
DDC
$81.9M
$5.95K ﹤0.01%
+700
SCWO icon
5516
374Water
SCWO
$48.2M
$5.91K ﹤0.01%
2,059
-11,059
CWD icon
5517
CaliberCos
CWD
$8.63M
$5.84K ﹤0.01%
+1,315
RVT icon
5518
Royce Value Trust
RVT
$2.2B
$5.83K ﹤0.01%
+361
PICB icon
5519
Invesco International Corporate Bond ETF
PICB
$301M
$5.77K ﹤0.01%
242
+226
DXLG icon
5520
Destination XL Group
DXLG
$30.7M
$5.75K ﹤0.01%
4,386
+389
BKIE icon
5521
BNY Mellon International Equity ETF
BKIE
$1.25B
$5.73K ﹤0.01%
64
-8
YSG
5522
Yatsen Holding
YSG
$386M
$5.71K ﹤0.01%
+630
KVHI icon
5523
KVH Industries
KVHI
$131M
$5.6K ﹤0.01%
1,000
-396
PRLD icon
5524
Prelude Therapeutics
PRLD
$140M
$5.58K ﹤0.01%
3,879
+1,930
FTDS icon
5525
First Trust Dividend Strength ETF
FTDS
$31.2M
$5.56K ﹤0.01%
+100