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
LBTYB icon
5651
Liberty Global Class B
LBTYB
$5.03B
$2.16K ﹤0.01%
179
+18
OPAD icon
5652
Offerpad Solutions
OPAD
$38M
$2.12K ﹤0.01%
509
-482
OXSQ icon
5653
Oxford Square Capital
OXSQ
$148M
$2.1K ﹤0.01%
1,320
QAI icon
5654
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$786M
$2.08K ﹤0.01%
62
PSCH icon
5655
Invesco S&P SmallCap Health Care ETF
PSCH
$139M
$2.08K ﹤0.01%
50
-10
ETHA
5656
iShares Ethereum Trust ETF
ETHA
$1.18B
$2.08K ﹤0.01%
66
-45
IGR
5657
CBRE Global Real Estate Income Fund
IGR
$762M
$2.06K ﹤0.01%
+400
SOXL icon
5658
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.2B
$2.06K ﹤0.01%
59
EXOD
5659
Exodus Movement Inc
EXOD
$330M
$2.06K ﹤0.01%
74
LPSN icon
5660
LivePerson
LPSN
$32.1M
$2.05K ﹤0.01%
234
-4,983
CATO icon
5661
Cato Corp
CATO
$60.6M
$2.04K ﹤0.01%
485
+403
GRX
5662
Gabelli Healthcare & Wellness Trust
GRX
$152M
$2.04K ﹤0.01%
225
VERU icon
5663
Veru
VERU
$36.8M
$2.04K ﹤0.01%
536
+290
MXI icon
5664
iShares Global Materials ETF
MXI
$338M
$2.03K ﹤0.01%
+22
QIPT
5665
Quipt Home Medical
QIPT
$159M
$2K ﹤0.01%
766
ETW
5666
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.02B
$2K ﹤0.01%
220
AKO.B icon
5667
Embotelladora Andina Series B
AKO.B
$4.87B
$1.99K ﹤0.01%
84
BHK icon
5668
BlackRock Core Bond Trust
BHK
$698M
$1.99K ﹤0.01%
200
-1,000
RVNU icon
5669
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$136M
$1.95K ﹤0.01%
+79
KAPR icon
5670
Innovator US Small Cap Power Buffer ETF April
KAPR
$157M
$1.95K ﹤0.01%
+57
FAAR icon
5671
First Trust Alternative Absolute Return Strategy ETF
FAAR
$142M
$1.94K ﹤0.01%
+63
CHPT icon
5672
ChargePoint
CHPT
$140M
$1.93K ﹤0.01%
177
-36
GSRTU
5673
DELISTED
GSR III Acquisition Corp Unit
GSRTU
$1.92K ﹤0.01%
149
LUCK
5674
Lucky Strike Entertainment
LUCK
$1.08B
$1.88K ﹤0.01%
184
PREF icon
5675
Principal Spectrum Preferred Securities Active ETF
PREF
$1.46B
$1.88K ﹤0.01%
98
-77,197