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
DLHC icon
5701
DLH Holdings
DLHC
$82.9M
$1.36K ﹤0.01%
241
-673
PNNT
5702
Pennant Park Investment Corp
PNNT
$338M
$1.34K ﹤0.01%
200
LIDR icon
5703
AEye
LIDR
$72.5M
$1.33K ﹤0.01%
536
KNG icon
5704
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.59B
$1.29K ﹤0.01%
26
-949
PMVP icon
5705
PMV Pharmaceuticals
PMVP
$57.5M
$1.28K ﹤0.01%
914
MCRB icon
5706
Seres Therapeutics
MCRB
$74.4M
$1.25K ﹤0.01%
65
BLCO icon
5707
Bausch + Lomb
BLCO
$5.93B
$1.25K ﹤0.01%
83
-15,305
RIV.RT
5708
DELISTED
RiverNorth Opportunities Fund Rights
RIV.RT
$1.24K ﹤0.01%
+153,500
GOP
5709
Unusual Whales Subversive Republican Trading ETF
GOP
$69.7M
$1.24K ﹤0.01%
+34
FIXT
5710
TCW Core Plus Bond ETF
FIXT
$216M
$1.24K ﹤0.01%
32
-71,590
SPCE icon
5711
Virgin Galactic
SPCE
$186M
$1.24K ﹤0.01%
320
-8
LSF icon
5712
Laird Superfood
LSF
$29M
$1.23K ﹤0.01%
220
+200
LAES icon
5713
SEALSQ Corp
LAES
$687M
$1.22K ﹤0.01%
327
PLCE icon
5714
Children's Place
PLCE
$88.2M
$1.18K ﹤0.01%
190
OBIO icon
5715
Orchestra BioMed
OBIO
$216M
$1.17K ﹤0.01%
470
RSST icon
5716
Return Stacked US Stocks & Managed Futures ETF
RSST
$349M
$1.16K ﹤0.01%
+44
OKUR
5717
OnKure Therapeutics
OKUR
$32.7M
$1.16K ﹤0.01%
423
+269
DLTH icon
5718
Duluth Holdings
DLTH
$83.4M
$1.15K ﹤0.01%
294
BDTX icon
5719
Black Diamond Therapeutics
BDTX
$125M
$1.15K ﹤0.01%
+302
FTCI icon
5720
FTC Solar
FTCI
$141M
$1.14K ﹤0.01%
162
QRFT icon
5721
Qraft AI-Enhanced US Large Cap ETF
QRFT
$17.1M
$1.1K ﹤0.01%
+18
SID icon
5722
Companhia Siderúrgica Nacional
SID
$2.25B
$1.09K ﹤0.01%
724
NKTR icon
5723
Nektar Therapeutics
NKTR
$1.44B
$1.08K ﹤0.01%
19
-101
RFEM icon
5724
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$61.4M
$1.07K ﹤0.01%
14
METCB icon
5725
Ramaco Resources Class B
METCB
$860M
$1.06K ﹤0.01%
64
-5