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
$1.49T
AUM Growth
-$83.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,795
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

Sector Composition

1 Technology 26.96%
2 Financials 10.46%
3 Consumer Discretionary 9.41%
4 Healthcare 8.5%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WKEY
5626
WISeKey
WKEY
$78.2M
$3.44K ﹤0.01%
438
NANC icon
5627
Unusual Whales Subversive Democratic Trading ETF
NANC
$256M
$3.42K ﹤0.01%
75
-29
TECL icon
5628
Direxion Daily Technology Bull 3x Shares
TECL
$3.48B
$3.41K ﹤0.01%
29
-91
XMVM icon
5629
Invesco S&P MidCap Value with Momentum ETF
XMVM
$394M
$3.4K ﹤0.01%
+53
NNVC icon
5630
NanoViricides
NNVC
$21.6M
$3.39K ﹤0.01%
3,000
+2,966
MRSN
5631
DELISTED
Mersana Therapeutics
MRSN
$3.24K ﹤0.01%
112
-5,996
NNBR icon
5632
NN Inc
NNBR
$86.3M
$3.23K ﹤0.01%
2,524
-38
DAVA icon
5633
Endava
DAVA
$269M
$3.16K ﹤0.01%
500
BLNK icon
5634
Blink Charging
BLNK
$97M
$3.1K ﹤0.01%
4,646
-775
IEUS icon
5635
iShares MSCI Europe Small-Cap ETF
IEUS
$152M
$3.08K ﹤0.01%
45
MIND icon
5636
MIND Technology
MIND
$76.8M
$3.08K ﹤0.01%
+350
IPSC icon
5637
Century Therapeutics
IPSC
$153M
$3.06K ﹤0.01%
3,077
+1,484
VFMO icon
5638
Vanguard US Momentum Factor ETF
VFMO
$1.34B
$3.02K ﹤0.01%
15
-920
HGER icon
5639
Harbor Commodity All-Weather Strategy ETF
HGER
$1.85B
$3K ﹤0.01%
+121
PSFD icon
5640
Pacer Swan SOS Flex January ETF
PSFD
$50.5M
$2.99K ﹤0.01%
80
-14,760
JPC icon
5641
Nuveen Preferred & Income Opportunities Fund
JPC
$2.94B
$2.91K ﹤0.01%
359
ATLN
5642
Atlantic International
ATLN
$210M
$2.87K ﹤0.01%
2,154
-2,141
ALGS icon
5643
Aligos Therapeutics
ALGS
$42.5M
$2.85K ﹤0.01%
306
-402
PGHY icon
5644
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$216M
$2.85K ﹤0.01%
143
CNBS icon
5645
Amplify Seymour Cannabis ETF
CNBS
$85.1M
$2.84K ﹤0.01%
+100
GDEVW icon
5646
GDEV Inc Warrant
GDEVW
0
PFIX icon
5647
Simplify Interest Rate Hedge ETF
PFIX
$158M
$2.78K ﹤0.01%
58
-773
TMC icon
5648
TMC The Metals Company
TMC
$2.52B
$2.75K ﹤0.01%
445
+370
KLTO
5649
Klotho Neurosciences
KLTO
$16M
$2.73K ﹤0.01%
9,436
-16
GDRX icon
5650
GoodRx Holdings
GDRX
$740M
$2.71K ﹤0.01%
1,000
-155,277