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
XBP icon
5726
XBP Global Holdings
XBP
$83.1M
$1.05K ﹤0.01%
+130
RDZN icon
5727
Roadzen
RDZN
$114M
$1.01K ﹤0.01%
1,175
-2,060
SBDS
5728
Solo Brands Inc
SBDS
$11.9M
$997 ﹤0.01%
+66
PRQR icon
5729
ProQR Therapeutics
PRQR
$146M
$997 ﹤0.01%
468
-2,877
EONR.WS
5730
EON Resources Warrants
EONR.WS
$685K
0
TRX icon
5731
TRX Gold Corp
TRX
$453M
$936 ﹤0.01%
1,500
+500
BAER icon
5732
Bridger Aerospace
BAER
$149M
$923 ﹤0.01%
499
+490
VATE icon
5733
INNOVATE Corp
VATE
$69M
$900 ﹤0.01%
184
ETJ
5734
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$586M
$899 ﹤0.01%
+100
DBEM icon
5735
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$87M
$872 ﹤0.01%
28
NIQ
5736
NIQ Global Intelligence PLC
NIQ
$3.15B
$864 ﹤0.01%
+55
TNYA icon
5737
Tenaya Therapeutics
TNYA
$148M
$841 ﹤0.01%
+519
BEAT icon
5738
Heartbeam
BEAT
$48.9M
$825 ﹤0.01%
+500
ADVM
5739
DELISTED
Adverum Biotechnologies
ADVM
$824 ﹤0.01%
+182
THM
5740
International Tower Hill Mines
THM
$632M
$820 ﹤0.01%
500
ALDFU
5741
Aldel Financial II Inc Units
ALDFU
$222M
$817 ﹤0.01%
+76
KZR icon
5742
Kezar Life Sciences
KZR
$46.1M
$815 ﹤0.01%
209
PRPH
5743
DELISTED
ProPhase Labs
PRPH
$808 ﹤0.01%
177
WHWK
5744
Whitehawk Therapeutics
WHWK
$142M
$800 ﹤0.01%
421
HUHU
5745
HUHUTECH International Group
HUHU
$139M
$795 ﹤0.01%
152
+57
IPSC icon
5746
Century Therapeutics
IPSC
$153M
$793 ﹤0.01%
1,593
-1,044
IHAK icon
5747
iShares Cybersecurity and Tech ETF
IHAK
$747M
$785 ﹤0.01%
15
-58
URG
5748
Ur-Energy
URG
$594M
$780 ﹤0.01%
436
-22,051
ETHU
5749
2x Ether ETF
ETHU
$749M
$779 ﹤0.01%
+6
BCAB icon
5750
BioAtla
BCAB
$10.5M
$777 ﹤0.01%
1,129