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
IMA
5826
ImageneBio Inc
IMA
$76.6M
$483 ﹤0.01%
70
BLTE
5827
Belite Bio
BLTE
$6.55B
$480 ﹤0.01%
3
-9,806
BYSI icon
5828
BeyondSpring
BYSI
$56.3M
$479 ﹤0.01%
294
+54
TXMD icon
5829
TherapeuticsMD
TXMD
$28M
$477 ﹤0.01%
293
TSQ icon
5830
Townsquare Media
TSQ
$111M
$473 ﹤0.01%
92
-423
MNSO icon
5831
MINISO
MNSO
$5.78B
$469 ﹤0.01%
25
+15
EAF icon
5832
GrafTech
EAF
$179M
$465 ﹤0.01%
+30
SNOA icon
5833
Sonoma Pharmaceuticals
SNOA
$4.76M
$440 ﹤0.01%
121
-2
BUFQ icon
5834
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.18B
$438 ﹤0.01%
+12
LVLU icon
5835
Lulu's Fashion Lounge
LVLU
$39M
$438 ﹤0.01%
84
+3
TASK icon
5836
TaskUs
TASK
$882M
$436 ﹤0.01%
37
-2,752
URTY icon
5837
ProShares UltraPro Russell2000
URTY
$375M
$425 ﹤0.01%
+8
KLRS
5838
Kalaris Therapeutics
KLRS
$168M
$422 ﹤0.01%
50
BITX icon
5839
2x Bitcoin Strategy ETF
BITX
$878M
$416 ﹤0.01%
+15
AKA icon
5840
a.k.a. Brands
AKA
$115M
$407 ﹤0.01%
38
-4
SUUN
5841
PowerBank Corp
SUUN
$54.7M
$395 ﹤0.01%
218
+92
AMPY icon
5842
Amplify Energy
AMPY
$215M
$393 ﹤0.01%
86
+82
VRCA icon
5843
Verrica Pharmaceuticals
VRCA
$88.9M
$391 ﹤0.01%
+47
IZRL icon
5844
ARK Israel Innovative Technology ETF
IZRL
$133M
$389 ﹤0.01%
+13
CREVW
5845
DELISTED
Carbon Revolution PLC Warrant
CREVW
0
COM icon
5846
Direxion Auspice Broad Commodity Strategy ETF
COM
$177M
$385 ﹤0.01%
13
-159
LOUP icon
5847
Innovator Deepwater Frontier Tech ETF
LOUP
$168M
$382 ﹤0.01%
+5
VATE icon
5848
INNOVATE Corp
VATE
$69M
$380 ﹤0.01%
84
-100
AUBN icon
5849
Auburn National Bancorp
AUBN
$87.3M
$377 ﹤0.01%
14
PLUR icon
5850
Pluri
PLUR
$35.3M
$374 ﹤0.01%
125