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
SIFY
5851
Sify Technologies
SIFY
$1.09B
$191 ﹤0.01%
14
PRTS icon
5852
CarParts.com
PRTS
$46.2M
$187 ﹤0.01%
263
HYMC icon
5853
Hycroft Mining Holding Corp
HYMC
$2.95B
$186 ﹤0.01%
30
CLSD
5854
DELISTED
Clearside Biomedical
CLSD
$183 ﹤0.01%
46
-10
OPTT icon
5855
Ocean Power Technologies
OPTT
$84.8M
$183 ﹤0.01%
364
-68,329
TISI icon
5856
Team
TISI
$64.3M
$182 ﹤0.01%
11
KCHV
5857
Kochav Defense Acquisition Corp
KCHV
$349M
$181 ﹤0.01%
+18
ASMB icon
5858
Assembly Biosciences
ASMB
$422M
$179 ﹤0.01%
7
CNTB
5859
Connect Biopharma Holdings
CNTB
$145M
$179 ﹤0.01%
121
CRIS icon
5860
Curis
CRIS
$14.9M
$179 ﹤0.01%
108
LYRA icon
5861
Lyra Therapeutics
LYRA
$2.47M
$178 ﹤0.01%
27
-165
DTI icon
5862
Drilling Tools International
DTI
$140M
$175 ﹤0.01%
76
-60
SABS icon
5863
SAB Biotherapeutics
SABS
$183M
$175 ﹤0.01%
87
GLDI icon
5864
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$39.7M
$172 ﹤0.01%
1
SINT icon
5865
SiNtx Technologies
SINT
$11.7M
$172 ﹤0.01%
+42
FGBI icon
5866
First Guaranty Bancshares
FGBI
$147M
$168 ﹤0.01%
21
FLBL icon
5867
Franklin Senior Loan ETF
FLBL
$945M
$168 ﹤0.01%
7
WRAP icon
5868
Wrap Technologies
WRAP
$95.3M
$163 ﹤0.01%
75
LITS
5869
Lite Strategy Inc
LITS
$41.2M
$162 ﹤0.01%
67
OTLY
5870
Oatly Group
OTLY
$383M
$162 ﹤0.01%
10
NEUE
5871
DELISTED
NeueHealth
NEUE
$160 ﹤0.01%
24
+1
PDI icon
5872
PIMCO Dynamic Income Fund
PDI
$7.77B
$158 ﹤0.01%
8
-640
PSCM icon
5873
Invesco S&P SmallCap Materials ETF
PSCM
$14.4M
$155 ﹤0.01%
+2
PZG icon
5874
Paramount Gold Nevada
PZG
$184M
$154 ﹤0.01%
125
-7,999
MLSS icon
5875
Milestone Scientific
MLSS
$20.8M
$151 ﹤0.01%
333