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
APLT
5751
DELISTED
Applied Therapeutics
APLT
$1.21K ﹤0.01%
12,064
+4,433
ZJK
5752
ZJK Industrial Co Ltd
ZJK
$121M
$1.2K ﹤0.01%
600
+162
BEAT icon
5753
Heartbeam
BEAT
$53.4M
$1.2K ﹤0.01%
500
AGEN
5754
Agenus
AGEN
$106M
$1.2K ﹤0.01%
382
-28,698
CDNL
5755
Cardinal Infrastructure Group
CDNL
$958M
$1.19K ﹤0.01%
+49
BNKK
5756
Bonk Inc
BNKK
$21M
$1.18K ﹤0.01%
+457
RAND icon
5757
Rand Capital
RAND
$32.8M
$1.18K ﹤0.01%
+101
IMDX
5758
Insight Molecular Diagnostics
IMDX
$160M
$1.16K ﹤0.01%
154
ECC
5759
Eagle Point Credit Co
ECC
$585M
$1.15K ﹤0.01%
+200
ORIO
5760
Orion Digital Corp
ORIO
$27.6M
$1.15K ﹤0.01%
+1,073
BEEM icon
5761
Beam Global
BEEM
$27.8M
$1.13K ﹤0.01%
753
RFEM icon
5762
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$61.4M
$1.12K ﹤0.01%
14
XWIN
5763
XMAX Inc
XWIN
$260M
$1.1K ﹤0.01%
+183
SDA icon
5764
SunCar Technology Group
SDA
$207M
$1.1K ﹤0.01%
+543
QTTB icon
5765
Q32 Bio
QTTB
$48M
$1.08K ﹤0.01%
324
+320
YRD
5766
Yiren Digital
YRD
$313M
$1.01K ﹤0.01%
274
-224
TLYS icon
5767
Tilly's
TLYS
$42.4M
$999 ﹤0.01%
502
+200
SARK icon
5768
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$67.1M
$998 ﹤0.01%
+33
HTD
5769
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$904M
$994 ﹤0.01%
42
-200
BITF
5770
Bitfarms
BITF
$1.28B
$973 ﹤0.01%
414
-288,244
IMAY
5771
Innovator International Developed Power Buffer ETF - May
IMAY
$32.9M
$957 ﹤0.01%
32
-400
SCM icon
5772
Stellus Capital Investment Corp
SCM
$332M
$951 ﹤0.01%
75
-2,080
DTI icon
5773
Drilling Tools International
DTI
$140M
$936 ﹤0.01%
382
+306
ALTS
5774
ALT5 Sigma
ALTS
$188M
$935 ﹤0.01%
+850
THM
5775
International Tower Hill Mines
THM
$650M
$930 ﹤0.01%
500