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
CULP icon
5951
Culp Inc
CULP
$40.1M
$103 ﹤0.01%
29
-19
MIDU icon
5952
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$78.8M
$102 ﹤0.01%
2
LOCL icon
5953
Local Bounti
LOCL
$42.4M
$102 ﹤0.01%
48
+27
ACET icon
5954
Adicet Bio
ACET
$78.6M
$101 ﹤0.01%
12
-36
SLVO icon
5955
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$16.5M
$100 ﹤0.01%
+1
INKT icon
5956
MiNK Therapeutics
INKT
$52.4M
$100 ﹤0.01%
9
FPXI icon
5957
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$194M
$97 ﹤0.01%
1
LEE icon
5958
Lee Enterprises
LEE
$175M
$96 ﹤0.01%
20
TOON icon
5959
Kartoon Studios
TOON
$36.9M
$94 ﹤0.01%
131
-208
ACHV icon
5960
Achieve Life Sciences
ACHV
$594M
$94 ﹤0.01%
19
CTXR icon
5961
Citius Pharmaceuticals
CTXR
$19.8M
$93 ﹤0.01%
120
WKHS icon
5962
Workhorse Group
WKHS
$39.4M
$92 ﹤0.01%
18
+16
NRXP icon
5963
NRX Pharmaceuticals
NRXP
$106M
$92 ﹤0.01%
34
RJET
5964
Republic Airways Holdings
RJET
$1.03B
$92 ﹤0.01%
5
GIPR icon
5965
Generation Income Properties
GIPR
$1.44M
$91 ﹤0.01%
144
LONA
5966
LeonaBio Inc
LONA
$103M
$91 ﹤0.01%
12
LITS
5967
Lite Strategy Inc
LITS
$44.4M
$88 ﹤0.01%
67
AEC
5968
Anfield Energy
AEC
$87.5M
$87 ﹤0.01%
+17
VYNE icon
5969
VYNE Therapeutics
VYNE
$22.4M
$85 ﹤0.01%
146
IPAY icon
5970
Amplify Mobile Payments ETF
IPAY
$167M
$85 ﹤0.01%
1
LYRA
5971
DELISTED
LYRA THERAPEUTICS INC
LYRA
$83 ﹤0.01%
27
VELO
5972
Velo3D Inc
VELO
$591M
$82 ﹤0.01%
6
-11
PRPH
5973
DELISTED
ProPhase Labs
PRPH
$79 ﹤0.01%
177
NOTV icon
5974
Inotiv
NOTV
$10.8M
$76 ﹤0.01%
135
-96,346
CSBR icon
5975
Champions Oncology
CSBR
$86.2M
$76 ﹤0.01%
11