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
GSWO
5576
Goldman Sachs ActiveBeta World Equity ETF
GSWO
$1.59B
$3.76K ﹤0.01%
66
-1
TAOX
5577
Tao Synergies Inc
TAOX
$29.3M
$3.75K ﹤0.01%
+572
LXP.PRC icon
5578
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$91M
$3.75K ﹤0.01%
78
-3,180
BSJS icon
5579
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$633M
$3.73K ﹤0.01%
169
FEM icon
5580
First Trust Emerging Markets AlphaDEX Fund
FEM
$563M
$3.71K ﹤0.01%
136
+115
FMTM
5581
MarketDesk Focused U.S. Momentum ETF
FMTM
$67.9M
$3.68K ﹤0.01%
+123
CVGI icon
5582
Commercial Vehicle Group
CVGI
$61.3M
$3.64K ﹤0.01%
2,142
+63
BSBR icon
5583
Santander
BSBR
$50.2B
$3.6K ﹤0.01%
644
+2
TBX icon
5584
ProShares Short 7-10 Year Treasury
TBX
$13.8M
$3.6K ﹤0.01%
129
+8
KPTI icon
5585
Karyopharm Therapeutics
KPTI
$157M
$3.6K ﹤0.01%
550
-255,893
GDEVW icon
5586
GDEV Inc Warrant
GDEVW
0
CNTY icon
5587
Century Casinos
CNTY
$44.5M
$3.59K ﹤0.01%
1,376
NA
5588
Nano Labs
NA
$75.1M
$3.59K ﹤0.01%
+664
HELP
5589
Cybin Inc
HELP
$304M
$3.58K ﹤0.01%
+1,184
TSQ icon
5590
Townsquare Media
TSQ
$111M
$3.46K ﹤0.01%
515
+223
TMV icon
5591
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$155M
$3.36K ﹤0.01%
+96
AKO.A icon
5592
Embotelladora Andina Series A
AKO.A
$3.28K ﹤0.01%
162
CMCM
5593
Cheetah Mobile
CMCM
$171M
$3.27K ﹤0.01%
+406
BLNE
5594
Beeline Holdings
BLNE
$85.6M
$3.24K ﹤0.01%
+818
MBAI
5595
Check-Cap
MBAI
$13.4M
$3.18K ﹤0.01%
1,500
-210
ACRV icon
5596
Acrivon Therapeutics
ACRV
$51.4M
$3.15K ﹤0.01%
1,741
+323
CSNR
5597
Cohen & Steers Natural Resources Active ETF
CSNR
$64.6M
$3.14K ﹤0.01%
+108
NWLG icon
5598
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
$11M
$3.13K ﹤0.01%
+83
ATRA icon
5599
Atara Biotherapeutics
ATRA
$32.1M
$3.1K ﹤0.01%
216
VERI icon
5600
Veritone
VERI
$293M
$3.06K ﹤0.01%
635