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
SRVR icon
5851
Pacer Data & Infrastructure Real Estate ETF
SRVR
$404M
$372 ﹤0.01%
13
PLCE icon
5852
Children's Place
PLCE
$88.9M
$358 ﹤0.01%
90
-100
QUIK icon
5853
QuickLogic
QUIK
$117M
$355 ﹤0.01%
59
BODI icon
5854
The Beachbody Company
BODI
$62.8M
$352 ﹤0.01%
34
SBDS
5855
Solo Brands Inc
SBDS
$13.1M
$344 ﹤0.01%
57
-9
CNTB
5856
Connect Biopharma Holdings
CNTB
$145M
$341 ﹤0.01%
121
SNSE icon
5857
Sensei Biotherapeutics
SNSE
$11.5M
$341 ﹤0.01%
32
FLJH icon
5858
Franklin FTSE Japan Hedged ETF
FLJH
$133M
$339 ﹤0.01%
+9
URG
5859
Ur-Energy
URG
$594M
$338 ﹤0.01%
243
-193
ETHU
5860
2x Ether ETF
ETHU
$749M
$330 ﹤0.01%
6
VAL.WS icon
5861
Valaris Ltd Warrants
VAL.WS
$1.01B
0
RPID icon
5862
Rapid Micro Biosystems
RPID
$173M
$316 ﹤0.01%
109
EVO icon
5863
Evotec
EVO
$1.25B
$308 ﹤0.01%
+100
VTMX icon
5864
Vesta Real Estate
VTMX
$2.89B
$305 ﹤0.01%
10
JZXN icon
5865
Jiuzi Holdings
JZXN
$2.13M
$304 ﹤0.01%
+176
WHWK
5866
Whitehawk Therapeutics
WHWK
$134M
$293 ﹤0.01%
121
-300
DDTL
5867
Innovator Equity Dual Directional 10 Buffer ETF - July
DDTL
$102M
$293 ﹤0.01%
+14
VSTA
5868
DELISTED
Vasta Platform
VSTA
$287 ﹤0.01%
58
-1,456,644
ICG
5869
Intchains Group
ICG
$94.7M
$286 ﹤0.01%
160
GPRO icon
5870
GoPro
GPRO
$137M
$283 ﹤0.01%
201
-143
BGT icon
5871
BlackRock Floating Rate Income Trust
BGT
$338M
$281 ﹤0.01%
24
-7
RGS icon
5872
Regis Corp
RGS
$55.2M
$278 ﹤0.01%
10
MSOX icon
5873
AdvisorShares MSOS 2X Daily ETF
MSOX
$36.7M
$269 ﹤0.01%
+60
NCTY
5874
The9 Ltd
NCTY
$85.5M
$268 ﹤0.01%
42
PMVP icon
5875
PMV Pharmaceuticals
PMVP
$59.1M
$268 ﹤0.01%
214
-700