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
SND icon
5951
Smart Sand
SND
$213M
$54 ﹤0.01%
25
SER icon
5952
Serina Therapeutics
SER
$19.7M
$54 ﹤0.01%
10
+1
MHH icon
5953
Mastech Digital
MHH
$80.8M
$53 ﹤0.01%
7
-1
PASW
5954
Ping An Biomedical
PASW
$5.7M
$52 ﹤0.01%
+42
VELO
5955
Velo3D Inc
VELO
$275M
$52 ﹤0.01%
+17
CCEL icon
5956
Cryo-Cell International
CCEL
$27.6M
$51 ﹤0.01%
11
RDI icon
5957
Reading International Class A
RDI
$24.1M
$51 ﹤0.01%
35
LONA
5958
LeonaBio Inc
LONA
$40.5M
$50 ﹤0.01%
12
-2
EARN
5959
Ellington Residential Mortgage REIT
EARN
$196M
$49 ﹤0.01%
9
NNVC icon
5960
NanoViricides
NNVC
$21.6M
$49 ﹤0.01%
34
+1
VYNE icon
5961
VYNE Therapeutics
VYNE
$19M
$49 ﹤0.01%
146
DFLI icon
5962
Dragonfly Energy
DFLI
$26.9M
$47 ﹤0.01%
8
LGL icon
5963
LGL Group
LGL
$40.1M
$47 ﹤0.01%
7
KORE icon
5964
KORE Group Holdings
KORE
$87.9M
$46 ﹤0.01%
19
JOB icon
5965
GEE Group
JOB
$25.9M
$45 ﹤0.01%
+218
DJIA icon
5966
Global X Dow 30 Covered Call ETF
DJIA
$166M
$44 ﹤0.01%
+2
DTIL icon
5967
Precision BioSciences
DTIL
$93.6M
$44 ﹤0.01%
8
AXIL
5968
AXIL Brands
AXIL
$41.6M
$44 ﹤0.01%
7
ONEV icon
5969
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$564M
0
CASI icon
5970
CASI Pharmaceuticals
CASI
$17.5M
$42 ﹤0.01%
25
RMTI icon
5971
Rockwell Medical
RMTI
$39.8M
$42 ﹤0.01%
35
BIOX icon
5972
Bioceres Crop Solutions
BIOX
$37.2M
$41 ﹤0.01%
29
-8,429
CWS icon
5973
AdvisorShares Focused Equity ETF
CWS
$172M
0
NYC
5974
American Strategic Investment Co
NYC
$22.1M
$40 ﹤0.01%
4
+1
ASPSW
5975
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$11.6M
0