JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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 +$4.02B
2 +$3.55B
3 +$2.61B
4
APH icon
Amphenol
APH
+$2.33B
5
TTE icon
TotalEnergies
TTE
+$1.67B

Top Sells

1 +$9.67B
2 +$7.48B
3 +$7.25B
4
NVDA icon
NVIDIA
NVDA
+$6.05B
5
MSFT icon
Microsoft
MSFT
+$5.54B

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
$766M
$198 ﹤0.01%
46
-197,334
IDUB icon
5902
Aptus International Enhanced Yield ETF
IDUB
$484M
$195 ﹤0.01%
+8
KTTA icon
5903
Pasithea Therapeutics
KTTA
$19.8M
$194 ﹤0.01%
150
TLRY icon
5904
Tilray
TLRY
$658M
$189 ﹤0.01%
21
-30,038
GLOO
5905
Gloo Holdings Inc
GLOO
$483M
$188 ﹤0.01%
+33
MTVA
5906
MetaVia Inc
MTVA
$6.2M
$185 ﹤0.01%
+22
CLYM
5907
Climb Bio
CLYM
$653M
$184 ﹤0.01%
46
-21,966
PRLD icon
5908
Prelude Therapeutics
PRLD
$371M
$180 ﹤0.01%
62
-3,817
IDN icon
5909
Intellicheck
IDN
$92.5M
$180 ﹤0.01%
27
GSIT icon
5910
GSI Technology
GSIT
$393M
$180 ﹤0.01%
29
-4,064
DDEC icon
5911
FT Vest US Equity Deep Buffer ETF December
DDEC
$423M
$180 ﹤0.01%
4
-1
WRAP icon
5912
Wrap Technologies
WRAP
$91.6M
$179 ﹤0.01%
75
DSX.WS icon
5913
Diana Shipping Inc Warrants exp 2026
DSX.WS
$9.72M
0
YTRA icon
5914
Yatra Online
YTRA
$58.4M
$178 ﹤0.01%
+100
UHG
5915
DELISTED
United Homes Group
UHG
$178 ﹤0.01%
114
-586
RVP icon
5916
Retractable Technologies
RVP
$21M
$178 ﹤0.01%
230
-65
PASG icon
5917
Passage Bio
PASG
$17.7M
$177 ﹤0.01%
15
GLDI icon
5918
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$36.8M
$177 ﹤0.01%
1
BHM icon
5919
Bluerock Homes Trust
BHM
$44.5M
$177 ﹤0.01%
17
-7
RBOT
5920
DELISTED
Vicarious Surgical
RBOT
$176 ﹤0.01%
81
-5
SIFY
5921
Sify Technologies
SIFY
$1.17B
$171 ﹤0.01%
14
UVIX icon
5922
2x Long VIX Futures ETF
UVIX
$502M
$166 ﹤0.01%
+29
SST icon
5923
System1
SST
$25.9M
$165 ﹤0.01%
42
-3
HOLO icon
5924
MicroCloud Hologram
HOLO
$40.6M
$164 ﹤0.01%
62
-6,755
FLBL icon
5925
Franklin Senior Loan ETF
FLBL
$833M
$164 ﹤0.01%
7