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
APLT
5551
DELISTED
Applied Therapeutics
APLT
$4.62K ﹤0.01%
7,631
+5,647
RBOT.WS
5552
DELISTED
Vicarious Surgical Inc Warrants
RBOT.WS
0
KLTO
5553
Klotho Neurosciences
KLTO
$16M
$4.58K ﹤0.01%
9,452
-180
SEPU
5554
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$130M
$4.56K ﹤0.01%
160
-3,313
DAVA icon
5555
Endava
DAVA
$269M
$4.55K ﹤0.01%
500
-41,527
DOG
5556
ProShares Short Dow30
DOG
$128M
$4.53K ﹤0.01%
186
-994
GQQQ
5557
Astoria US Quality Growth Kings ETF
GQQQ
$108M
$4.46K ﹤0.01%
+151
MID icon
5558
American Century Mid Cap Growth Impact ETF
MID
$92.4M
$4.45K ﹤0.01%
+67
HOFT icon
5559
Hooker Furnishings Corp
HOFT
$162M
$4.41K ﹤0.01%
434
-329
VFF icon
5560
Village Farms International
VFF
$369M
$4.4K ﹤0.01%
1,406
-13,160
TMFG icon
5561
Motley Fool Global Opportunities ETF
TMFG
$359M
$4.28K ﹤0.01%
143
GBIO
5562
DELISTED
Generation Bio
GBIO
$4.2K ﹤0.01%
687
+254
FINV
5563
FinVolution Group
FINV
$1.37B
$4.13K ﹤0.01%
560
-412,062
EPHE icon
5564
iShares MSCI Philippines ETF
EPHE
$174M
$4.12K ﹤0.01%
166
-946
NTZ
5565
Natuzzi
NTZ
$35.4M
$4.09K ﹤0.01%
+1,269
BMEA icon
5566
Biomea Fusion
BMEA
$88.4M
$4.06K ﹤0.01%
2,011
+506
QQLV
5567
Invesco QQQ Low Volatility ETF
QQLV
$3.94M
$4.06K ﹤0.01%
+164
PCEF icon
5568
Invesco CEF Income Composite ETF
PCEF
$827M
$4.01K ﹤0.01%
+200
TGEN
5569
Tecogen Inc
TGEN
$114M
$3.96K ﹤0.01%
450
OMFS icon
5570
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$278M
$3.96K ﹤0.01%
+90
STXM icon
5571
Strive MidCap ETF
STXM
$22.8M
$3.87K ﹤0.01%
+137
ESMV icon
5572
iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
$7.38M
$3.83K ﹤0.01%
131
OVID icon
5573
Ovid Therapeutics
OVID
$101M
$3.82K ﹤0.01%
2,939
-2,508
VOR icon
5574
Vor Biopharma
VOR
$531M
$3.8K ﹤0.01%
78
-372
OCTW icon
5575
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$540M
$3.79K ﹤0.01%
99