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
EYLD icon
6001
Cambria Emerging Shareholder Yield ETF
EYLD
$714M
0
PMN icon
6002
ProMIS Neurosciences
PMN
$32.8M
$29 ﹤0.01%
+3
BTBDW icon
6003
BT Brands Warrant
BTBDW
$260K
0
PTHS
6004
Pelthos Therapeutics
PTHS
$66.6M
$28 ﹤0.01%
+1
EBIZ icon
6005
Global X E-commerce ETF
EBIZ
$36.8M
0
VEGI icon
6006
iShares MSCI Agriculture Producers ETF
VEGI
$108M
0
AIRG icon
6007
Airgain
AIRG
$66.7M
$26 ﹤0.01%
6
MGLD icon
6008
Marygold Companies
MGLD
$43.9M
$26 ﹤0.01%
24
OSTX
6009
OS Therapies Inc
OSTX
$43M
$25 ﹤0.01%
13
-309
AUGW icon
6010
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
$147M
-9,895
CYN icon
6011
Cyngn
CYN
$12.1M
$24 ﹤0.01%
4
-2,850
FTXN icon
6012
First Trust Nasdaq Oil & Gas ETF
FTXN
$115M
0
CENN icon
6013
Cenntro
CENN
$11.2M
$23 ﹤0.01%
40
CNRG icon
6014
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$207M
0
AMPY icon
6015
Amplify Energy
AMPY
$219M
$21 ﹤0.01%
4
-417
CVR icon
6016
Chicago Rivet & Machine Co
CVR
$13.5M
$21 ﹤0.01%
2
FDNI icon
6017
First Trust Dow Jones International Internet ETF
FDNI
$48.9M
0
MRKR icon
6018
Marker Therapeutics
MRKR
$23.8M
$21 ﹤0.01%
23
-192
AMS icon
6019
American Shared Hospital Services
AMS
$14.8M
$20 ﹤0.01%
7
WKHS icon
6020
Workhorse Group
WKHS
$34.2M
$20 ﹤0.01%
2
BNGO icon
6021
Bionano Genomics
BNGO
$11.2M
$19 ﹤0.01%
11
-1
RBLD icon
6022
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$21.2M
0
XNOV icon
6023
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$22.8M
0
FBOT icon
6024
Fidelity Disruptive Automation ETF
FBOT
$181M
0
FTXG icon
6025
First Trust Nasdaq Food & Beverage ETF
FTXG
$18.9M
0