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
OCGN icon
5751
Ocugen
OCGN
$462M
$776 ﹤0.01%
476
-32,472
LHSW
5752
Lianhe Sowell International Group
LHSW
$12.6M
$766 ﹤0.01%
+370
QNCX icon
5753
Quince Therapeutics
QNCX
$12.6M
$764 ﹤0.01%
469
BBN icon
5754
BlackRock Taxable Municipal Bond Trust
BBN
$1.03B
$730 ﹤0.01%
+44
IQ icon
5755
iQIYI
IQ
$1.76B
$730 ﹤0.01%
285
-212,182
ERY icon
5756
Direxion Daily Energy Bear 2X Shares
ERY
$17.5M
$729 ﹤0.01%
36
GPRO icon
5757
GoPro
GPRO
$137M
$729 ﹤0.01%
344
-31,100
CGC
5758
Canopy Growth
CGC
$389M
$724 ﹤0.01%
496
STTK icon
5759
Shattuck Labs
STTK
$247M
$724 ﹤0.01%
303
-568
GOVI icon
5760
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$890M
$722 ﹤0.01%
26
-15
HBIO icon
5761
Harvard Bioscience
HBIO
$25M
$718 ﹤0.01%
+1,637
CBUS icon
5762
Cibus
CBUS
$131M
$710 ﹤0.01%
+550
USA icon
5763
Liberty All-Star Equity Fund
USA
$1.76B
$705 ﹤0.01%
+111
SCD
5764
LMP Capital and Income Fund
SCD
$364M
$699 ﹤0.01%
45
PMBS
5765
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.03B
$695 ﹤0.01%
14
-3,086
AVES icon
5766
Avantis Emerging Markets Value ETF
AVES
$1.19B
$688 ﹤0.01%
12
SERA icon
5767
Sera Prognostics
SERA
$100M
$679 ﹤0.01%
222
+76
SOL
5768
DELISTED
Emeren Group
SOL
$677 ﹤0.01%
358
-1,130
AADR icon
5769
AdvisorShares Dorsey Wright ADR ETF
AADR
$52.1M
$676 ﹤0.01%
7
SGMT icon
5770
Sagimet Biosciences
SGMT
$167M
$672 ﹤0.01%
98
CUE icon
5771
Cue Biopharma
CUE
$27.4M
$650 ﹤0.01%
904
-6,126
HCM icon
5772
HUTCHMED
HCM
$2.54B
$630 ﹤0.01%
40
ACET icon
5773
Adicet Bio
ACET
$64.5M
$625 ﹤0.01%
48
PDSB icon
5774
PDS Biotechnology
PDSB
$37.2M
$625 ﹤0.01%
619
TLYS icon
5775
Tilly's
TLYS
$42.1M
$622 ﹤0.01%
302
-54