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
VERI icon
5926
Veritone
VERI
$293M
$163 ﹤0.01%
35
-600
TELO icon
5927
Telomir Pharmaceuticals
TELO
$37.5M
$161 ﹤0.01%
+121
TISI icon
5928
Team
TISI
$64.3M
$155 ﹤0.01%
11
WCBR icon
5929
WisdomTree Cybersecurity Fund
WCBR
$86.6M
$139 ﹤0.01%
5
-3,942
INVE icon
5930
Identive
INVE
$73.4M
$134 ﹤0.01%
35
RYOJ
5931
rYojbaba Co Ltd
RYOJ
$31.3M
$130 ﹤0.01%
+41
FEAM icon
5932
5E Advanced Materials
FEAM
$91.7M
$128 ﹤0.01%
42
USA icon
5933
Liberty All-Star Equity Fund
USA
$1.77B
$127 ﹤0.01%
20
-91
FNWB icon
5934
First Northwest Bancorp
FNWB
$91.7M
$122 ﹤0.01%
13
FSI icon
5935
Flexible Solutions
FSI
$71.5M
$121 ﹤0.01%
+18
SINT icon
5936
SiNtx Technologies
SINT
$11.7M
$120 ﹤0.01%
31
-11
BTZ icon
5937
BlackRock Credit Allocation Income Trust
BTZ
$1B
$119 ﹤0.01%
+11
JSPRW icon
5938
Japer Therapeutics Warrants
JSPRW
$284K
0
SCWO icon
5939
374Water
SCWO
$48.2M
$118 ﹤0.01%
58
-2,001
GBLI icon
5940
Global Indemnity Group
GBLI
$404M
$114 ﹤0.01%
4
-313
FGBI icon
5941
First Guaranty Bancshares
FGBI
$147M
$113 ﹤0.01%
21
GNLX icon
5942
Genelux
GNLX
$117M
$113 ﹤0.01%
26
-2,920
ALXO icon
5943
ALX Oncology
ALXO
$290M
$112 ﹤0.01%
99
-61,800
CODX
5944
DELISTED
Co-Diagnostics
CODX
$112 ﹤0.01%
22
-10
JFU
5945
9F Inc
JFU
$53.2M
$109 ﹤0.01%
18
+14
CRIS icon
5946
Curis
CRIS
$14.9M
$107 ﹤0.01%
108
OTLY
5947
Oatly Group
OTLY
$383M
$107 ﹤0.01%
10
YI
5948
111 Inc
YI
$70.2M
$107 ﹤0.01%
42
+19
KYNB
5949
Kyntra Bio
KYNB
$30.1M
$105 ﹤0.01%
12
IVDA icon
5950
Iveda Solutions
IVDA
$1.98M
$105 ﹤0.01%
+125