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
CXAI icon
5976
CXApp
CXAI
$7.35M
$39 ﹤0.01%
53
-187
NTIP icon
5977
Network-1 Technologies
NTIP
$34M
$39 ﹤0.01%
26
DRLL icon
5978
Strive US Energy ETF
DRLL
$279M
$37 ﹤0.01%
+1
FXZ icon
5979
First Trust Materials AlphaDEX Fund
FXZ
$310M
0
TRT icon
5980
Trio-Tech International
TRT
$50.2M
$36 ﹤0.01%
12
SBLX
5981
StableX Technologies
SBLX
$3.55M
$35 ﹤0.01%
+7
PED icon
5982
PEDEVCO
PED
$56.7M
$35 ﹤0.01%
61
+1
RANI icon
5983
Rani Therapeutics
RANI
$121M
$35 ﹤0.01%
71
XMAR icon
5984
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$168M
-2,611
COHN icon
5985
Cohen & Co
COHN
$35.8M
$34 ﹤0.01%
3
CTM icon
5986
Castellum
CTM
$78.3M
$34 ﹤0.01%
+31
DYAI icon
5987
Dyadic International
DYAI
$30M
$34 ﹤0.01%
29
NRXS icon
5988
Neuraxis
NRXS
$52.3M
$34 ﹤0.01%
11
+2
ASPSZ
5989
Altisource Portfolio Solutions SA Cash Exercise Stakeholder Warrants
ASPSZ
$8.1M
0
IZEA icon
5990
IZEA Worldwide
IZEA
$61.5M
$33 ﹤0.01%
+9
CELU icon
5991
Celularity
CELU
$36.3M
$33 ﹤0.01%
16
CKX icon
5992
CKX Lands
CKX
$22.2M
$33 ﹤0.01%
3
BCD icon
5993
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$348M
0
BDL icon
5994
Flanigan's Enterprises
BDL
$62.5M
$32 ﹤0.01%
1
CODA icon
5995
Coda Octopus Group
CODA
$151M
$32 ﹤0.01%
4
VIXM icon
5996
ProShares VIX Mid-Term Futures ETF
VIXM
$67M
$32 ﹤0.01%
2
-1,130
XRPI
5997
Volatility Shares Trust XRP ETF
XRPI
$101M
$32 ﹤0.01%
+1
SOND
5998
DELISTED
Sonder
SOND
$30 ﹤0.01%
24
STEX
5999
Streamex Corp
STEX
$200M
$29 ﹤0.01%
5
DFEB icon
6000
FT Vest US Equity Deep Buffer ETF February
DFEB
$384M
0