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
TMQ
5901
Trilogy Metals
TMQ
$722M
$198 ﹤0.01%
46
-197,334
IDUB icon
5902
Aptus International Enhanced Yield ETF
IDUB
$436M
$195 ﹤0.01%
+8
KTTA icon
5903
Pasithea Therapeutics
KTTA
$16.4M
$194 ﹤0.01%
150
TLRY icon
5904
Tilray
TLRY
$875M
$189 ﹤0.01%
21
-30,038
GLOO
5905
Gloo Holdings Inc
GLOO
$438M
$188 ﹤0.01%
+33
MTVA
5906
MetaVia Inc
MTVA
$5.44M
$185 ﹤0.01%
+22
CLYM
5907
Climb Bio
CLYM
$387M
$184 ﹤0.01%
46
-21,966
DDEC icon
5908
FT Vest US Equity Deep Buffer ETF December
DDEC
$413M
$180 ﹤0.01%
4
-1
GSIT icon
5909
GSI Technology
GSIT
$222M
$180 ﹤0.01%
29
-4,064
IDN icon
5910
Intellicheck
IDN
$99M
$180 ﹤0.01%
27
PRLD icon
5911
Prelude Therapeutics
PRLD
$140M
$180 ﹤0.01%
62
-3,817
DSX.WS icon
5912
Diana Shipping Inc Warrants exp 2026
DSX.WS
$4.22M
0
WRAP icon
5913
Wrap Technologies
WRAP
$95.3M
$179 ﹤0.01%
75
RVP icon
5914
Retractable Technologies
RVP
$19.8M
$178 ﹤0.01%
230
-65
UHG icon
5915
United Homes Group
UHG
$152M
$178 ﹤0.01%
114
-586
YTRA icon
5916
Yatra Online
YTRA
$90.7M
$178 ﹤0.01%
+100
BHM icon
5917
Bluerock Homes Trust
BHM
$36.3M
$177 ﹤0.01%
17
-7
GLDI icon
5918
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$39.7M
$177 ﹤0.01%
1
PASG icon
5919
Passage Bio
PASG
$28M
$177 ﹤0.01%
15
RBOT icon
5920
Vicarious Surgical
RBOT
$13M
$176 ﹤0.01%
81
-5
SIFY
5921
Sify Technologies
SIFY
$1.09B
$171 ﹤0.01%
14
UVIX icon
5922
2x Long VIX Futures ETF
UVIX
$402M
$166 ﹤0.01%
+29
SST icon
5923
System1
SST
$27M
$165 ﹤0.01%
42
-3
FLBL icon
5924
Franklin Senior Loan ETF
FLBL
$945M
$164 ﹤0.01%
7
HOLO icon
5925
MicroCloud Hologram
HOLO
$31.5M
$164 ﹤0.01%
62
-6,755