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
CTXR icon
5876
Citius Pharmaceuticals
CTXR
$17.1M
$149 ﹤0.01%
120
WWR icon
5877
Westwater Resources
WWR
$104M
$148 ﹤0.01%
156
+12
FEAM icon
5878
5E Advanced Materials
FEAM
$91.7M
$147 ﹤0.01%
42
KYNB
5879
Kyntra Bio
KYNB
$30.1M
$147 ﹤0.01%
12
IDN icon
5880
Intellicheck
IDN
$99M
$140 ﹤0.01%
27
-13,862
GCTS
5881
GCT Semiconductor Holding
GCTS
$71.9M
$138 ﹤0.01%
91
-536
EZRAW
5882
DELISTED
Reliance Global Series A Warrants
EZRAW
0
AVBC
5883
Avidia Bancorp
AVBC
$353M
$134 ﹤0.01%
+9
ZOOZ
5884
ZOOZ Strategy Ltd
ZOOZ
$61.5M
$133 ﹤0.01%
+62
GIPR icon
5885
Generation Income Properties
GIPR
$3.23M
$130 ﹤0.01%
144
INKT icon
5886
MiNK Therapeutics
INKT
$51.8M
$126 ﹤0.01%
9
-3
TDIC
5887
Dreamland Ltd
TDIC
$6.23M
$126 ﹤0.01%
+22
SPPP
5888
Sprott Physical Platinum and Palladium Trust
SPPP
$587M
$122 ﹤0.01%
9
-39
BOXL icon
5889
Boxlight
BOXL
$1.27M
$121 ﹤0.01%
8
INVE icon
5890
Identive
INVE
$73.4M
$121 ﹤0.01%
35
CPER icon
5891
United States Copper Index Fund
CPER
$925M
$120 ﹤0.01%
4
-90
PASG icon
5892
Passage Bio
PASG
$28M
$120 ﹤0.01%
15
+1
SCLX icon
5893
Scilex Holding
SCLX
$58.4M
$118 ﹤0.01%
6
BTAI icon
5894
BioXcel Therapeutics
BTAI
$34.6M
$115 ﹤0.01%
45
XFOR icon
5895
X4 Pharmaceuticals
XFOR
$298M
$113 ﹤0.01%
33
NRXP icon
5896
NRX Pharmaceuticals
NRXP
$53.3M
$112 ﹤0.01%
34
SLE icon
5897
Super League Enterprise
SLE
$5.02M
$112 ﹤0.01%
2
SACH
5898
Sachem Capital Corp
SACH
$47.7M
$111 ﹤0.01%
+100
LEE icon
5899
Lee Enterprises
LEE
$153M
$109 ﹤0.01%
20
KTTA icon
5900
Pasithea Therapeutics
KTTA
$16.4M
$108 ﹤0.01%
150