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
CULP icon
5951
Culp
CULP
$45.3M
$103 ﹤0.01%
29
-19
LOCL icon
5952
Local Bounti
LOCL
$38.3M
$102 ﹤0.01%
48
+27
MIDU icon
5953
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$84.3M
$102 ﹤0.01%
2
ACET icon
5954
Adicet Bio
ACET
$66.3M
$101 ﹤0.01%
12
-36
INKT icon
5955
MiNK Therapeutics
INKT
$51.8M
$100 ﹤0.01%
9
SLVO icon
5956
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$17.6M
$100 ﹤0.01%
+1
FPXI icon
5957
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$168M
$97 ﹤0.01%
1
LEE icon
5958
Lee Enterprises
LEE
$153M
$96 ﹤0.01%
20
ACHV icon
5959
Achieve Life Sciences
ACHV
$224M
$94 ﹤0.01%
19
TOON icon
5960
Kartoon Studios
TOON
$35.7M
$94 ﹤0.01%
131
-208
CTXR icon
5961
Citius Pharmaceuticals
CTXR
$17.1M
$93 ﹤0.01%
120
RJET
5962
Republic Airways Holdings
RJET
$843M
$92 ﹤0.01%
5
NRXP icon
5963
NRX Pharmaceuticals
NRXP
$53.3M
$92 ﹤0.01%
34
WKHS icon
5964
Workhorse Group
WKHS
$34.2M
$92 ﹤0.01%
18
+16
LONA
5965
LeonaBio Inc
LONA
$40.5M
$91 ﹤0.01%
12
GIPR icon
5966
Generation Income Properties
GIPR
$3.23M
$91 ﹤0.01%
144
LITS
5967
Lite Strategy Inc
LITS
$41.2M
$88 ﹤0.01%
67
AEC
5968
Anfield Energy
AEC
$114M
$87 ﹤0.01%
+17
IPAY icon
5969
Amplify Mobile Payments ETF
IPAY
$166M
$85 ﹤0.01%
1
VYNE icon
5970
VYNE Therapeutics
VYNE
$19M
$85 ﹤0.01%
146
LYRA icon
5971
Lyra Therapeutics
LYRA
$2.47M
$83 ﹤0.01%
27
VELO
5972
Velo3D Inc
VELO
$275M
$82 ﹤0.01%
6
-11
PRPH
5973
DELISTED
ProPhase Labs
PRPH
$79 ﹤0.01%
177
CSBR icon
5974
Champions Oncology
CSBR
$84.4M
$76 ﹤0.01%
11
NOTV icon
5975
Inotiv
NOTV
$9.8M
$76 ﹤0.01%
135
-96,346