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
YI
5901
111 Inc
YI
$70.2M
$108 ﹤0.01%
23
+15
GTN.A icon
5902
Gray Media Inc
GTN.A
$1.26B
$107 ﹤0.01%
11
+2
RJET
5903
Republic Airways Holdings
RJET
$843M
$107 ﹤0.01%
5
CNF
5904
CNFinance Holdings
CNF
$38.5M
$105 ﹤0.01%
25
-1
XPL icon
5905
Solitario Resources
XPL
$66.9M
$105 ﹤0.01%
151
+63
ENLV icon
5906
Enlivex Therapeutics
ENLV
$263M
$104 ﹤0.01%
100
-1,714
CYPH
5907
Cypherpunk Technologies Inc
CYPH
$40.2M
$103 ﹤0.01%
227
FNWB icon
5908
First Northwest Bancorp
FNWB
$91.7M
$102 ﹤0.01%
13
MIDU icon
5909
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$84.3M
$101 ﹤0.01%
2
WYY icon
5910
WidePoint Corp
WYY
$48.8M
$99 ﹤0.01%
20
+2
CRD.B icon
5911
Crawford & Co Class B
CRD.B
$520M
$98 ﹤0.01%
10
-5
MNOV icon
5912
MediciNova
MNOV
$72.7M
$96 ﹤0.01%
76
SKLZ icon
5913
Skillz
SKLZ
$57.3M
$96 ﹤0.01%
12
ELPW
5914
Elong Power Holding Ltd
ELPW
$3.22M
$96 ﹤0.01%
20
+8
AHT
5915
Ashford Hospitality Trust
AHT
$21.7M
$95 ﹤0.01%
16
GROV icon
5916
Grove Collaborative
GROV
$62.9M
$95 ﹤0.01%
63
+4
MYD icon
5917
BlackRock MuniYield Fund
MYD
$490M
$95 ﹤0.01%
+9
BNC
5918
CEA Industries
BNC
$189M
$94 ﹤0.01%
+12
IPAY icon
5919
Amplify Mobile Payments ETF
IPAY
$166M
$93 ﹤0.01%
1
INUV icon
5920
Inuvo
INUV
$28M
$91 ﹤0.01%
26
+1
IGLD icon
5921
FT Vest Gold Strategy Target Income ETF
IGLD
$586M
$87 ﹤0.01%
3
OPHC icon
5922
OptimumBank Holdings
OPHC
$60M
$86 ﹤0.01%
21
FAZ icon
5923
Direxion Daily Financial Bear 3x Shares
FAZ
$109M
$81 ﹤0.01%
+2
QMCO icon
5924
Quantum Corp
QMCO
$79.3M
$79 ﹤0.01%
8
CPHI icon
5925
China Pharma Holdings
CPHI
$3.18M
$78 ﹤0.01%
+40