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
ATNM icon
5626
Actinium Pharmaceuticals
ATNM
$34.6M
$2.5K ﹤0.01%
1,562
-17,055
SOCL icon
5627
Global X Social Media ETF
SOCL
$111M
$2.49K ﹤0.01%
41
+2
FBIO icon
5628
Fortress Biotech
FBIO
$112M
$2.48K ﹤0.01%
672
UTF icon
5629
Cohen & Steers Infrastructure Fund
UTF
$2.63B
$2.48K ﹤0.01%
100
-361
ONL
5630
Orion Office REIT
ONL
$149M
$2.46K ﹤0.01%
911
-1,084
GLPG icon
5631
Galapagos
GLPG
$2.24B
$2.46K ﹤0.01%
+71
OILK icon
5632
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$75.4M
$2.45K ﹤0.01%
61
FLCC
5633
Federated Hermes MDT Large Cap Core ETF
FLCC
$60.6M
$2.44K ﹤0.01%
+76
LGCY
5634
Legacy Education Inc
LGCY
$145M
$2.4K ﹤0.01%
+251
JMIA
5635
Jumia Technologies
JMIA
$1.14B
$2.39K ﹤0.01%
206
-224,508
AIVI icon
5636
WisdomTree International AI Enhanced Value Fund
AIVI
$63.4M
$2.38K ﹤0.01%
47
-2
AIA icon
5637
iShares Asia 50 ETF
AIA
$2.56B
$2.37K ﹤0.01%
25
+2
DAPP icon
5638
VanEck Digital Transformation ETF
DAPP
$291M
$2.31K ﹤0.01%
+106
LBO icon
5639
WHITEWOLF Publicly Listed Private Equity ETF
LBO
$7.29M
$2.28K ﹤0.01%
+78
QQQI icon
5640
NEOS Nasdaq 100 High Income ETF
QQQI
$8.16B
$2.27K ﹤0.01%
41
+10
CGEN icon
5641
Compugen
CGEN
$154M
$2.26K ﹤0.01%
1,539
+193
THIR
5642
THOR Index Rotation ETF
THIR
$214M
$2.23K ﹤0.01%
+71
SSYS icon
5643
Stratasys
SSYS
$937M
$2.22K ﹤0.01%
198
-332,197
HOWL icon
5644
Werewolf Therapeutics
HOWL
$31.7M
$2.21K ﹤0.01%
1,123
-9,775
FDIV icon
5645
MarketDesk Focused US Dividend ETF
FDIV
$73.5M
$2.2K ﹤0.01%
+82
INTT icon
5646
inTEST
INTT
$131M
$2.2K ﹤0.01%
282
OGIG icon
5647
ALPS O'Shares Global Internet Giants ETF
OGIG
$115M
$2.18K ﹤0.01%
38
ZEO
5648
Zeo Energy
ZEO
$32.5M
$2.18K ﹤0.01%
+1,612
ANGHW icon
5649
Anghami Inc Warrants
ANGHW
0
BEEM icon
5650
Beam Global
BEEM
$27.8M
$2.17K ﹤0.01%
753