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
VERI icon
5926
Veritone
VERI
$192M
$163 ﹤0.01%
35
-600
TELO icon
5927
Telomir Pharmaceuticals
TELO
$87.3M
$161 ﹤0.01%
+121
TISI icon
5928
Team
TISI
$72M
$155 ﹤0.01%
11
WCBR icon
5929
WisdomTree Cybersecurity Fund
WCBR
$88M
$139 ﹤0.01%
5
-3,942
INVE icon
5930
Identive
INVE
$95.1M
$134 ﹤0.01%
35
RYOJ
5931
rYojbaba Co Ltd
RYOJ
$21.2M
$130 ﹤0.01%
+41
FEAM icon
5932
5E Advanced Materials
FEAM
$83M
$128 ﹤0.01%
42
USA icon
5933
Liberty All-Star Equity Fund
USA
$1.74B
$127 ﹤0.01%
20
-91
FNWB icon
5934
First Northwest Bancorp
FNWB
$83.3M
$122 ﹤0.01%
13
FSI icon
5935
Flexible Solutions
FSI
$81.9M
$121 ﹤0.01%
+18
SINT icon
5936
SiNtx Technologies
SINT
$9.81M
$120 ﹤0.01%
31
-11
BTZ icon
5937
BlackRock Credit Allocation Income Trust
BTZ
$957M
$119 ﹤0.01%
+11
SCWO icon
5938
374Water
SCWO
$39.5M
$118 ﹤0.01%
58
-2,001
JSPRW icon
5939
Japer Therapeutics Warrants
JSPRW
$200K
0
GBLI icon
5940
Global Indemnity Group
GBLI
$410M
$114 ﹤0.01%
4
-313
GNLX icon
5941
Genelux
GNLX
$143M
$113 ﹤0.01%
26
-2,920
FGBI icon
5942
First Guaranty Bancshares
FGBI
$146M
$113 ﹤0.01%
21
CODX
5943
Co-Diagnostics
CODX
$5.76M
$112 ﹤0.01%
22
-10
ALXO icon
5944
ALX Oncology
ALXO
$273M
$112 ﹤0.01%
99
-61,800
JFU
5945
9F Inc
JFU
$46.4M
$109 ﹤0.01%
18
+14
YI
5946
111 Inc
YI
$53.7M
$107 ﹤0.01%
42
+19
OTLY
5947
Oatly Group
OTLY
$314M
$107 ﹤0.01%
10
CRIS icon
5948
Curis
CRIS
$20M
$107 ﹤0.01%
108
IVDA icon
5949
Iveda Solutions
IVDA
$3.15M
$105 ﹤0.01%
+125
KYNB
5950
Kyntra Bio
KYNB
$28.3M
$105 ﹤0.01%
12