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
DXR icon
5976
Daxor
DXR
$72.3M
$74 ﹤0.01%
5
+1
ZOOZ
5977
ZOOZ Strategy Ltd
ZOOZ
$61.5M
$74 ﹤0.01%
170
+108
BCAB icon
5978
BioAtla
BCAB
$9.61M
$73 ﹤0.01%
129
-1,000
INO icon
5979
Inovio Pharmaceuticals
INO
$111M
$73 ﹤0.01%
42
-65,164
RFL icon
5980
Rafael Holdings
RFL
$62.1M
$73 ﹤0.01%
62
-11,031
BTAI icon
5981
BioXcel Therapeutics
BTAI
$34.6M
$72 ﹤0.01%
45
GOCT icon
5982
FT Vest US Equity Moderate Buffer ETF October
GOCT
$326M
$72 ﹤0.01%
1
-3,612
LNAI
5983
Lunai Bioworks
LNAI
$17.2M
$72 ﹤0.01%
+82
MCHX icon
5984
Marchex
MCHX
$68.5M
$71 ﹤0.01%
43
ALOT icon
5985
AstroNova
ALOT
$71.1M
$69 ﹤0.01%
8
-1,667
VCRB icon
5986
Vanguard Core Bond ETF
VCRB
$5.94B
-68
PIII icon
5987
P3 Health Partners
PIII
$7.03M
$67 ﹤0.01%
19
-1,000
ACES icon
5988
ALPS Clean Energy ETF
ACES
$113M
$66 ﹤0.01%
2
JG
5989
Aurora Mobile
JG
$49.6M
$63 ﹤0.01%
10
-156
BIRD icon
5990
Allbirds
BIRD
$24.6M
$62 ﹤0.01%
15
-1,391
LGH icon
5991
HCM Defender 500 Index ETF
LGH
$567M
$62 ﹤0.01%
1
SMXT icon
5992
Solarmax Technology
SMXT
$40M
$62 ﹤0.01%
+75
CHPT icon
5993
ChargePoint
CHPT
$140M
$60 ﹤0.01%
9
-168
HERO icon
5994
Global X Video Games & Esports ETF
HERO
$87M
$60 ﹤0.01%
2
MLSS icon
5995
Milestone Scientific
MLSS
$20.8M
$60 ﹤0.01%
220
-113
SGA icon
5996
Saga Communications
SGA
$71.3M
$57 ﹤0.01%
5
JHSC icon
5997
John Hancock Multifactor Small Cap ETF
JHSC
$698M
$56 ﹤0.01%
1
RLYB icon
5998
Rallybio
RLYB
$25.5M
$56 ﹤0.01%
10
-100
BURU icon
5999
Nuburu Inc
BURU
$48.3M
$54 ﹤0.01%
341
+226
QMCO icon
6000
Quantum Corp
QMCO
$79.3M
$52 ﹤0.01%
8