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
CYPH
5876
Cypherpunk Technologies Inc
CYPH
$40.2M
$263 ﹤0.01%
227
EPSM
5877
Epsium Enterprise
EPSM
$21.1M
$262 ﹤0.01%
131
-3,142
LHSW
5878
Lianhe Sowell International Group
LHSW
$11.4M
$260 ﹤0.01%
509
+139
FTW.U
5879
EQV Ventures Acquisition Corp Units
FTW.U
$378M
$251 ﹤0.01%
24
UONE icon
5880
Urban One Class A
UONE
$54.6M
$247 ﹤0.01%
24
SEER icon
5881
Seer Inc
SEER
$114M
$245 ﹤0.01%
134
LB
5882
LandBridge Co
LB
$1.82B
$245 ﹤0.01%
5
-1
MAXN icon
5883
Maxeon Solar Technologies
MAXN
$44M
$240 ﹤0.01%
87
OVID icon
5884
Ovid Therapeutics
OVID
$101M
$240 ﹤0.01%
147
-2,792
THCH icon
5885
TH International
THCH
$60.5M
$239 ﹤0.01%
96
CTSO icon
5886
Cytosorbents Corp
CTSO
$40.3M
$238 ﹤0.01%
372
LRGC icon
5887
AB US Large Cap Strategic Equities ETF
LRGC
$730M
$233 ﹤0.01%
3
-713
QIPT
5888
Quipt Home Medical
QIPT
$159M
$233 ﹤0.01%
66
-700
BOLT icon
5889
Bolt Biotherapeutics
BOLT
$9.5M
$230 ﹤0.01%
42
RENT
5890
Rent the Runway
RENT
$199M
$229 ﹤0.01%
29
-65
UONEK icon
5891
Urban One Class D
UONEK
$34.2M
$228 ﹤0.01%
27
GCTS
5892
GCT Semiconductor Holding
GCTS
$71.9M
$223 ﹤0.01%
186
+95
PEX icon
5893
ProShares Global Listed Private Equity ETF
PEX
$12.2M
$222 ﹤0.01%
9
FGNX
5894
FG Nexus Inc
FGNX
$57.3M
$217 ﹤0.01%
79
IMUX icon
5895
Immunic
IMUX
$110M
$217 ﹤0.01%
407
-20,300
CCOR icon
5896
Core Alternative Capital
CCOR
$35.3M
$210 ﹤0.01%
+8
LTRN icon
5897
Lantern Pharma
LTRN
$30.2M
$209 ﹤0.01%
+69
SGMO icon
5898
Sangamo Therapeutics
SGMO
$144M
$205 ﹤0.01%
+489
BOLD
5899
Boundless Bio
BOLD
$25.3M
$203 ﹤0.01%
+169
BAER icon
5900
Bridger Aerospace
BAER
$144M
$199 ﹤0.01%
109
-390