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
EONR.WS
5776
EON Resources Warrants
EONR.WS
$685K
0
TRX icon
5777
TRX Gold Corp
TRX
$453M
$921 ﹤0.01%
1,000
-500
XDTE icon
5778
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$370M
$912 ﹤0.01%
+23
RNGT
5779
Range Capital Acquisition Corp II
RNGT
$312M
$868 ﹤0.01%
+87
NXTC icon
5780
NextCure
NXTC
$46.4M
$866 ﹤0.01%
61
STHO icon
5781
Star Holdings Shares of Beneficial Interest
STHO
$99.8M
$856 ﹤0.01%
104
-627
TDWD
5782
Tailwind 2.0 Acquisition Corp
TDWD
$234M
$848 ﹤0.01%
+86
ALDFU
5783
Aldel Financial II Inc Units
ALDFU
$222M
$809 ﹤0.01%
76
MATH icon
5784
Metalpha Technology Holding
MATH
$54.3M
$804 ﹤0.01%
+383
ARTV
5785
Artiva Biotherapeutics
ARTV
$97.9M
$802 ﹤0.01%
187
-3,815
QDTE icon
5786
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$893M
$802 ﹤0.01%
+26
METCB icon
5787
Ramaco Resources Class B
METCB
$860M
$799 ﹤0.01%
68
+4
ASRT icon
5788
Assertio
ASRT
$78.3M
$798 ﹤0.01%
88
-130
IQ icon
5789
iQIYI
IQ
$1.76B
$783 ﹤0.01%
408
+123
VZLA
5790
Vizsla Silver
VZLA
$1.25B
$777 ﹤0.01%
142
-250,003
CMBM icon
5791
Cambium Networks
CMBM
$36.4M
$774 ﹤0.01%
537
MNOV icon
5792
MediciNova
MNOV
$76.7M
$755 ﹤0.01%
576
+500
APXT
5793
Apex Treasury Corp
APXT
$458M
$752 ﹤0.01%
+76
CSAN icon
5794
Cosan
CSAN
$4.65B
$743 ﹤0.01%
188
-5,319
DNMX
5795
Dynamix Corp III
DNMX
$267M
$732 ﹤0.01%
+74
VERU icon
5796
Veru
VERU
$36M
$719 ﹤0.01%
336
-200
ERY icon
5797
Direxion Daily Energy Bear 2X Shares
ERY
$17.5M
$716 ﹤0.01%
36
GOVI icon
5798
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$890M
$716 ﹤0.01%
26
TMFC icon
5799
Motley Fool 100 Index ETF
TMFC
$1.87B
$687 ﹤0.01%
9
-3,266
KZR icon
5800
Kezar Life Sciences
KZR
$46.1M
$686 ﹤0.01%
109
-100