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
ASBPW
5726
Aspire Biopharma Warrant
ASBPW
$478K
0
DRMA icon
5727
Dermata Therapeutics
DRMA
$3.66M
$1.61K ﹤0.01%
+696
CWD icon
5728
CaliberCos
CWD
$8.63M
$1.59K ﹤0.01%
1,280
-35
OKUR
5729
OnKure Therapeutics
OKUR
$32.8M
$1.58K ﹤0.01%
545
+122
QNCX icon
5730
Quince Therapeutics
QNCX
$11.1M
$1.57K ﹤0.01%
469
CNF
5731
CNFinance Holdings
CNF
$38.5M
$1.57K ﹤0.01%
259
+234
LUCK
5732
Lucky Strike Entertainment
LUCK
$1.08B
$1.56K ﹤0.01%
184
EXG icon
5733
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.94B
$1.52K ﹤0.01%
159
SIXJ icon
5734
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$149M
$1.51K ﹤0.01%
44
-7,191
FLN icon
5735
First Trust Latin America AlphaDEX Fund
FLN
$25.3M
$1.5K ﹤0.01%
+66
ENLV icon
5736
Enlivex Therapeutics
ENLV
$263M
$1.49K ﹤0.01%
2,122
+2,022
AFJK
5737
Aimei Health Technology Co
AFJK
$294M
$1.47K ﹤0.01%
+23
BETZ icon
5738
Roundhill Sports Betting & iGaming ETF
BETZ
$49.1M
$1.47K ﹤0.01%
70
ACB
5739
Aurora Cannabis
ACB
$201M
$1.43K ﹤0.01%
164
FUNL icon
5740
CornerCap Fundametrics Large-Cap ETF
FUNL
$211M
$1.4K ﹤0.01%
+30
REFR icon
5741
Research Frontiers
REFR
$33.6M
$1.36K ﹤0.01%
1,042
FDIV icon
5742
MarketDesk Focused US Dividend ETF
FDIV
$73.5M
$1.35K ﹤0.01%
50
-32
JEDI
5743
Defiance Drone and Modern Warfare ETF
JEDI
$54.3M
$1.33K ﹤0.01%
+55
KNG icon
5744
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.59B
$1.33K ﹤0.01%
27
+1
ZSPC
5745
zSpace Inc
ZSPC
$8.79M
$1.33K ﹤0.01%
2,814
+970
EXOD
5746
Exodus Movement Inc
EXOD
$330M
$1.32K ﹤0.01%
89
+15
HOWL icon
5747
Werewolf Therapeutics
HOWL
$31.7M
$1.31K ﹤0.01%
2,072
+949
HBIO icon
5748
Harvard Bioscience
HBIO
$24.8M
$1.31K ﹤0.01%
1,960
+323
STTK icon
5749
Shattuck Labs
STTK
$244M
$1.25K ﹤0.01%
343
+40
SEIQ icon
5750
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$530M
$1.25K ﹤0.01%
+32