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
KALA icon
5926
KALA BIO
KALA
$370M
$78 ﹤0.01%
51
-186
HYPD
5927
Hyperion DeFi Inc
HYPD
$33.8M
$77 ﹤0.01%
8
MCHX icon
5928
Marchex
MCHX
$68.5M
$77 ﹤0.01%
43
XAIR icon
5929
Beyond Air
XAIR
$11.1M
$74 ﹤0.01%
32
-301
ARMP icon
5930
Armata Pharmaceuticals
ARMP
$297M
$72 ﹤0.01%
24
CSBR icon
5931
Champions Oncology
CSBR
$84.4M
$71 ﹤0.01%
11
ESHA icon
5932
ESH Acquisition Corp
ESHA
$48.2M
$69 ﹤0.01%
+6
XTNT icon
5933
Xtant Medical Holdings
XTNT
$81.8M
$69 ﹤0.01%
107
-1
VBIL
5934
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$5.06B
-13,502
HERO icon
5935
Global X Video Games & Esports ETF
HERO
$87M
$68 ﹤0.01%
+2
INLX icon
5936
Intellinetics
INLX
$35.9M
$68 ﹤0.01%
6
+1
HUYA
5937
Huya Inc
HUYA
$956M
$67 ﹤0.01%
20
ACES icon
5938
ALPS Clean Energy ETF
ACES
$113M
$65 ﹤0.01%
2
AP icon
5939
Ampco-Pittsburgh
AP
$158M
$64 ﹤0.01%
28
-2
CVM icon
5940
CEL-SCI Corp
CVM
$41.2M
$64 ﹤0.01%
7
-13
ACCS
5941
ACCESS Newswire
ACCS
$27.5M
$64 ﹤0.01%
6
LOCL icon
5942
Local Bounti
LOCL
$38.3M
$63 ﹤0.01%
21
+1
SGA icon
5943
Saga Communications
SGA
$71.3M
$62 ﹤0.01%
5
ACHV icon
5944
Achieve Life Sciences
ACHV
$224M
$60 ﹤0.01%
19
-2,241
FPXI icon
5945
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$168M
$60 ﹤0.01%
1
LGH icon
5946
HCM Defender 500 Index ETF
LGH
$567M
$60 ﹤0.01%
1
JHSC icon
5947
John Hancock Multifactor Small Cap ETF
JHSC
$698M
$56 ﹤0.01%
1
SIF icon
5948
SIFCO Industries
SIF
$68.4M
$56 ﹤0.01%
8
CVU icon
5949
CPI Aerostructures
CVU
$51.3M
$55 ﹤0.01%
22
+1
DXR icon
5950
Daxor
DXR
$72.3M
$54 ﹤0.01%
4