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
BYSI icon
5801
BeyondSpring
BYSI
$56.3M
$434 ﹤0.01%
240
+97
FGNX
5802
FG Nexus Inc
FGNX
$11.2M
$434 ﹤0.01%
79
-1
VLRS
5803
Controladora Vuela Compañía de Aviación
VLRS
$1.16B
$431 ﹤0.01%
+60
ALLW
5804
SPDR Bridgewater All Weather ETF
ALLW
$846M
$418 ﹤0.01%
+15
ORGN icon
5805
Origin Materials
ORGN
$23M
$412 ﹤0.01%
794
SRVR icon
5806
Pacer Data & Infrastructure Real Estate ETF
SRVR
$404M
$412 ﹤0.01%
13
AKA icon
5807
a.k.a. Brands
AKA
$115M
$405 ﹤0.01%
42
-32
SPUS icon
5808
SP Funds S&P 500 Sharia ETF
SPUS
$2B
$395 ﹤0.01%
8
BGT icon
5809
BlackRock Floating Rate Income Trust
BGT
$340M
$387 ﹤0.01%
31
LVLU icon
5810
Lulu's Fashion Lounge
LVLU
$39M
$386 ﹤0.01%
+81
MOVE icon
5811
Movano
MOVE
$14.3M
$382 ﹤0.01%
+67
AUBN icon
5812
Auburn National Bancorp
AUBN
$87.3M
$380 ﹤0.01%
14
RPID icon
5813
Rapid Micro Biosystems
RPID
$169M
$364 ﹤0.01%
109
QUIK icon
5814
QuickLogic
QUIK
$115M
$358 ﹤0.01%
+59
NXTC icon
5815
NextCure
NXTC
$46.4M
$357 ﹤0.01%
61
-2
CTSO icon
5816
Cytosorbents Corp
CTSO
$39.9M
$347 ﹤0.01%
372
CODX
5817
DELISTED
Co-Diagnostics
CODX
$332 ﹤0.01%
32
-443
UONE icon
5818
Urban One Class A
UONE
$53.7M
$331 ﹤0.01%
24
-817
LB
5819
LandBridge Co
LB
$1.66B
$320 ﹤0.01%
6
-203
SST icon
5820
System1
SST
$26.5M
$317 ﹤0.01%
45
-96
TBUX icon
5821
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$893M
$314 ﹤0.01%
6
-6
TXMD icon
5822
TherapeuticsMD
TXMD
$28M
$310 ﹤0.01%
293
SNSE icon
5823
Sensei Biotherapeutics
SNSE
$11.5M
$302 ﹤0.01%
32
MAXN icon
5824
Maxeon Solar Technologies
MAXN
$43.3M
$292 ﹤0.01%
87
RGS icon
5825
Regis Corp
RGS
$54.8M
$292 ﹤0.01%
10