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
DTSQ
5801
DT Cloud Star Acquisition Corp
DTSQ
$39.8M
$682 ﹤0.01%
+63
FTCI icon
5802
FTC Solar
FTCI
$141M
$676 ﹤0.01%
62
-100
AADR icon
5803
AdvisorShares Dorsey Wright ADR ETF
AADR
$52.1M
$672 ﹤0.01%
7
SCD
5804
LMP Capital and Income Fund
SCD
$364M
$666 ﹤0.01%
45
DRV icon
5805
Direxion Daily Real Estate Bear 3X Shares
DRV
$32.5M
$663 ﹤0.01%
25
-51
SERA icon
5806
Sera Prognostics
SERA
$100M
$655 ﹤0.01%
222
OCGN icon
5807
Ocugen
OCGN
$462M
$643 ﹤0.01%
476
CHAU icon
5808
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$132M
$630 ﹤0.01%
+30
CRAC
5809
Crown Reserve Acquisition Corp I
CRAC
$215M
$626 ﹤0.01%
+63
SMHX
5810
VanEck Fabless Semiconductor ETF
SMHX
$164M
$608 ﹤0.01%
+16
FETH
5811
Fidelity Ethereum Fund
FETH
$860M
$600 ﹤0.01%
+20
DLHC icon
5812
DLH Holdings
DLHC
$82.9M
$588 ﹤0.01%
104
-137
XNET
5813
Xunlei
XNET
$357M
$588 ﹤0.01%
+83
IDRV icon
5814
iShares Self-Driving EV and Tech ETF
IDRV
$159M
$577 ﹤0.01%
15
PRQR icon
5815
ProQR Therapeutics
PRQR
$146M
$572 ﹤0.01%
283
-185
CGC
5816
Canopy Growth
CGC
$389M
$566 ﹤0.01%
496
CVAC
5817
DELISTED
CureVac
CVAC
$556 ﹤0.01%
123
-301,398
MOVE icon
5818
Movano
MOVE
$14.3M
$548 ﹤0.01%
66
-1
BUFZ icon
5819
FT Vest Laddered Moderate Buffer ETF
BUFZ
$821M
$531 ﹤0.01%
20
-116,488
OPAD icon
5820
Offerpad Solutions
OPAD
$36.7M
$526 ﹤0.01%
435
-74
ZYBT
5821
Zhengye Biotechnology
ZYBT
$47.9M
$526 ﹤0.01%
+457
XOSWW
5822
Xos Inc Warrants
XOSWW
$30.8K
0
PROV icon
5823
Provident Financial
PROV
$104M
$509 ﹤0.01%
32
BITO icon
5824
ProShares Bitcoin Strategy ETF
BITO
$1.97B
$486 ﹤0.01%
40
-714
BNZI icon
5825
Banzai International
BNZI
$17.5M
$483 ﹤0.01%
+500