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
ZOOZ
5976
ZOOZ Strategy Ltd
ZOOZ
$45.2M
$74 ﹤0.01%
170
+108
DXR icon
5977
Daxor
DXR
$74 ﹤0.01%
5
+1
RFL icon
5978
Rafael Holdings
RFL
$68.1M
$73 ﹤0.01%
62
-11,031
INO icon
5979
Inovio Pharmaceuticals
INO
$111M
$73 ﹤0.01%
42
-65,164
BCAB icon
5980
BioAtla
BCAB
$7.25M
$73 ﹤0.01%
3
-20
LNAI
5981
Lunai Bioworks
LNAI
$10M
$72 ﹤0.01%
+82
GOCT icon
5982
FT Vest US Equity Moderate Buffer ETF October
GOCT
$306M
$72 ﹤0.01%
1
-3,612
BTAI icon
5983
BioXcel Therapeutics
BTAI
$32.8M
$72 ﹤0.01%
45
MCHX icon
5984
Marchex
MCHX
$71.8M
$71 ﹤0.01%
43
ALOT icon
5985
AstroNova
ALOT
$113M
$69 ﹤0.01%
8
-1,667
VCRB icon
5986
Vanguard Core Bond ETF
VCRB
$6.61B
-68
PIII icon
5987
P3 Health Partners
PIII
$13.4M
$67 ﹤0.01%
19
-1,000
ACES icon
5988
ALPS Clean Energy ETF
ACES
$134M
$66 ﹤0.01%
2
JG
5989
Aurora Mobile
JG
$37M
$63 ﹤0.01%
10
-156
SMXT icon
5990
Solarmax Technology
SMXT
$31.9M
$62 ﹤0.01%
+75
LGH icon
5991
HCM Defender 500 Index ETF
LGH
$588M
$62 ﹤0.01%
1
BIRD icon
5992
Allbirds
BIRD
$39.5M
$62 ﹤0.01%
15
-1,391
MLSS icon
5993
Milestone Scientific
MLSS
$29.7M
$60 ﹤0.01%
220
-113
HERO icon
5994
Global X Video Games & Esports ETF
HERO
$69.4M
$60 ﹤0.01%
2
CHPT icon
5995
ChargePoint
CHPT
$166M
$60 ﹤0.01%
9
-168
SGA icon
5996
Saga Communications
SGA
$64.6M
$57 ﹤0.01%
5
RLYB icon
5997
Rallybio
RLYB
$75.2M
$56 ﹤0.01%
10
-100
JHSC icon
5998
John Hancock Multifactor Small Cap ETF
JHSC
$664M
$56 ﹤0.01%
1
BURU icon
5999
Nuburu Inc
BURU
$34.3M
$54 ﹤0.01%
68
+45
SKLZ icon
6000
Skillz
SKLZ
$103M
$52 ﹤0.01%
12