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
TRON
5676
Tron Inc
TRON
$335M
$1.87K ﹤0.01%
+967
PROK icon
5677
ProKidney
PROK
$280M
$1.83K ﹤0.01%
756
-1,667,886
MCR
5678
MFS Charter Income Trust
MCR
$262M
$1.83K ﹤0.01%
285
-1,164
ZSPC
5679
zSpace Inc
ZSPC
$8.43M
$1.81K ﹤0.01%
1,844
+812
DRV icon
5680
Direxion Daily Real Estate Bear 3X Shares
DRV
$32.5M
$1.8K ﹤0.01%
+76
NAUT icon
5681
Nautilus Biotechnolgy
NAUT
$269M
$1.79K ﹤0.01%
2,121
-206
IVVD icon
5682
Invivyd
IVVD
$431M
$1.77K ﹤0.01%
1,613
-10,289
IVVB icon
5683
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$127M
$1.77K ﹤0.01%
54
GORO icon
5684
Gold Resource Corp
GORO
$256M
$1.67K ﹤0.01%
+2,002
BETZ icon
5685
Roundhill Sports Betting & iGaming ETF
BETZ
$49.1M
$1.67K ﹤0.01%
70
REFR icon
5686
Research Frontiers
REFR
$34.7M
$1.66K ﹤0.01%
1,042
CSTE icon
5687
Caesarstone
CSTE
$75M
$1.64K ﹤0.01%
1,029
-2,989
CAAS icon
5688
China Automotive Systems
CAAS
$136M
$1.63K ﹤0.01%
+346
AXTI icon
5689
AXT Inc
AXTI
$1.37B
$1.62K ﹤0.01%
361
SHIM icon
5690
Shimmick
SHIM
$139M
$1.6K ﹤0.01%
614
+65
CREVW
5691
DELISTED
Carbon Revolution PLC Warrant
CREVW
0
XOSWW
5692
Xos Inc Warrants
XOSWW
$30.8K
0
IMOS
5693
ChipMOS TECHNOLOGIES
IMOS
$1.23B
$1.53K ﹤0.01%
80
-82
ZJK
5694
ZJK Industrial Co Ltd
ZJK
$120M
$1.45K ﹤0.01%
438
+163
PYPD icon
5695
PolyPid
PYPD
$76.4M
$1.45K ﹤0.01%
+435
EXG icon
5696
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.95B
$1.45K ﹤0.01%
159
ACB
5697
Aurora Cannabis
ACB
$191M
$1.43K ﹤0.01%
164
DDM icon
5698
ProShares Ultra Dow30
DDM
$511M
$1.4K ﹤0.01%
+26
TBF icon
5699
ProShares Short 20+ Year Treasury ETF
TBF
$69.7M
$1.38K ﹤0.01%
58
-31,712
JG
5700
Aurora Mobile
JG
$48.7M
$1.36K ﹤0.01%
+166