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
PLBY icon
5526
Playboy Inc
PLBY
$214M
$5.47K ﹤0.01%
3,719
STEM icon
5527
Stem
STEM
$94.8M
$5.47K ﹤0.01%
312
+253
ULST icon
5528
State Street Ultra Short Term Bond ETF
ULST
$612M
$5.45K ﹤0.01%
134
+45
ARAI
5529
Arrive AI Inc
ARAI
$42.6M
$5.41K ﹤0.01%
+1,487
VCRB icon
5530
Vanguard Core Bond ETF
VCRB
$5.94B
$5.4K ﹤0.01%
68
-121
ANEB icon
5531
Anebulo Pharmaceuticals
ANEB
$19.5M
$5.34K ﹤0.01%
+2,138
KLXE icon
5532
KLX Energy Services
KLXE
$45.3M
$5.31K ﹤0.01%
2,764
ABOS icon
5533
Acumen Pharmaceuticals
ABOS
$152M
$5.31K ﹤0.01%
3,032
-13,643
CHGX icon
5534
AXS Change Finance ESG ETF
CHGX
$143M
$5.3K ﹤0.01%
+194
NNBR icon
5535
NN Inc
NNBR
$86.3M
$5.28K ﹤0.01%
2,562
+1,532
DMAY icon
5536
FT Vest US Equity Deep Buffer ETF May
DMAY
$298M
$5.27K ﹤0.01%
119
-476
UP icon
5537
Wheels Up
UP
$475M
$5.25K ﹤0.01%
2,854
-1,700
BAUG icon
5538
Innovator US Equity Buffer ETF August
BAUG
$189M
$5.14K ﹤0.01%
105
-4,044
CEMB icon
5539
iShares JPMorgan EM Corporate Bond ETF
CEMB
$411M
$5.13K ﹤0.01%
111
-2
AVK
5540
Advent Convertible and Income Fund
AVK
$559M
$5.12K ﹤0.01%
400
PSFE.WS
5541
DELISTED
Paysafe Ltd Warrants
PSFE.WS
0
UPLD icon
5542
Upland Software
UPLD
$28.4M
$5.05K ﹤0.01%
+2,129
BDMDW
5543
Baird Medical Investment Holdings Warrant
BDMDW
$569K
0
SA
5544
Seabridge Gold
SA
$3.62B
$4.97K ﹤0.01%
206
COM icon
5545
Direxion Auspice Broad Commodity Strategy ETF
COM
$177M
$4.94K ﹤0.01%
+172
RAVI icon
5546
FlexShares Ultra-Short Income Fund
RAVI
$1.4B
$4.92K ﹤0.01%
65
ZDGE icon
5547
Zedge
ZDGE
$40.2M
$4.91K ﹤0.01%
1,687
+1,662
AVDS icon
5548
Avantis International Small Cap Equity ETF
AVDS
$241M
$4.73K ﹤0.01%
+70
IIM icon
5549
Invesco Value Municipal Income Trust
IIM
$603M
$4.69K ﹤0.01%
374
NANC icon
5550
Unusual Whales Subversive Democratic Trading ETF
NANC
$256M
$4.66K ﹤0.01%
+104