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
SEER icon
5826
Seer Inc
SEER
$114M
$291 ﹤0.01%
134
-159,550
KLRS
5827
Kalaris Therapeutics
KLRS
$162M
$289 ﹤0.01%
50
BHM icon
5828
Bluerock Homes Trust
BHM
$36.3M
$288 ﹤0.01%
24
APT icon
5829
Alpha Pro Tech
APT
$53.8M
$287 ﹤0.01%
60
+20
VTMX icon
5830
Vesta Real Estate
VTMX
$2.89B
$283 ﹤0.01%
10
ICG
5831
Intchains Group
ICG
$94.7M
$272 ﹤0.01%
160
GWH icon
5832
ESS Tech
GWH
$44.1M
$258 ﹤0.01%
170
+1
CARM
5833
DELISTED
Carisma Therapeutics
CARM
$252 ﹤0.01%
921
THCH icon
5834
TH International
THCH
$60.5M
$252 ﹤0.01%
96
FTW.U
5835
EQV Ventures Acquisition Corp Units
FTW.U
$378M
$251 ﹤0.01%
+24
TOON icon
5836
Kartoon Studios
TOON
$35.7M
$250 ﹤0.01%
339
+6
RVP icon
5837
Retractable Technologies
RVP
$19.8M
$248 ﹤0.01%
295
-2,095
PEX icon
5838
ProShares Global Listed Private Equity ETF
PEX
$12.2M
$237 ﹤0.01%
9
JSPRW icon
5839
Japer Therapeutics Warrants
JSPRW
$284K
0
MNSO icon
5840
MINISO
MNSO
$5.84B
$225 ﹤0.01%
10
BOLT icon
5841
Bolt Biotherapeutics
BOLT
$9.5M
$223 ﹤0.01%
42
-1
IBTJ icon
5842
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.18B
$220 ﹤0.01%
10
-2,924
DDEC icon
5843
FT Vest US Equity Deep Buffer ETF December
DDEC
$413M
$219 ﹤0.01%
5
CULP icon
5844
Culp
CULP
$45.3M
$214 ﹤0.01%
48
-2
DSX.WS icon
5845
Diana Shipping Inc Warrants exp 2026
DSX.WS
$4.22M
0
CBIO
5846
Crescent Biopharma
CBIO
$272M
$202 ﹤0.01%
+17
DBVT
5847
DBV Technologies
DBVT
$1.15B
$200 ﹤0.01%
20
BODI icon
5848
The Beachbody Company
BODI
$62.8M
$200 ﹤0.01%
34
UONEK icon
5849
Urban One Class D
UONEK
$34.2M
$196 ﹤0.01%
27
SUUN
5850
PowerBank Corp
SUUN
$50.7M
$193 ﹤0.01%
126
-4,977