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
SEPT icon
5776
AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
$101M
$620 ﹤0.01%
18
-5,856
CHIQ icon
5777
Global X MSCI China Consumer Discretionary ETF
CHIQ
$189M
$605 ﹤0.01%
25
PLUR icon
5778
Pluri
PLUR
$35.3M
$600 ﹤0.01%
125
ADSE icon
5779
ADS-TEC Energy
ADSE
$641M
$588 ﹤0.01%
49
-12,503
IMA
5780
ImageneBio Inc
IMA
$76.6M
$571 ﹤0.01%
70
-1
IDRV icon
5781
iShares Self-Driving EV and Tech ETF
IDRV
$159M
$558 ﹤0.01%
15
-3
BNR
5782
Burning Rock Biotech
BNR
$326M
$554 ﹤0.01%
64
+13
VVR icon
5783
Invesco Senior Income Trust
VVR
$506M
$536 ﹤0.01%
155
-157
NDLS icon
5784
Noodles & Co
NDLS
$23.4M
$528 ﹤0.01%
830
VAL.WS icon
5785
Valaris Ltd Warrants
VAL.WS
$1.01B
0
IMDX
5786
Insight Molecular Diagnostics
IMDX
$160M
$511 ﹤0.01%
154
TELA icon
5787
TELA Bio
TELA
$35M
$505 ﹤0.01%
339
-59,180
PROV icon
5788
Provident Financial
PROV
$104M
$504 ﹤0.01%
32
GHLD
5789
DELISTED
Guild Holdings
GHLD
$499 ﹤0.01%
+25
JSPR icon
5790
Jasper Therapeutics
JSPR
$32.7M
$497 ﹤0.01%
209
-64,879
CMBM icon
5791
Cambium Networks
CMBM
$36.4M
$480 ﹤0.01%
537
-14,117
MURA
5792
DELISTED
Mural Oncology
MURA
$480 ﹤0.01%
232
-204
TMC icon
5793
TMC The Metals Company
TMC
$2.56B
$478 ﹤0.01%
75
-44
SNOA icon
5794
Sonoma Pharmaceuticals
SNOA
$4.76M
$477 ﹤0.01%
123
+3
RBOT icon
5795
Vicarious Surgical
RBOT
$12.6M
$474 ﹤0.01%
86
-2
RENT
5796
Rent the Runway
RENT
$193M
$463 ﹤0.01%
94
ORMP icon
5797
Oramed Pharmaceuticals
ORMP
$126M
$449 ﹤0.01%
+170
NCTY
5798
The9 Ltd
NCTY
$85.5M
$446 ﹤0.01%
42
SPRO icon
5799
Spero Therapeutics
SPRO
$134M
$444 ﹤0.01%
236
RLYB icon
5800
Rallybio
RLYB
$25.2M
$440 ﹤0.01%
110