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
MXC icon
6026
Mexco Energy
MXC
$21.4M
$18 ﹤0.01%
2
VSDA icon
6027
VictoryShares Dividend Accelerator ETF
VSDA
$244M
0
BURU icon
6028
Nuburu Inc
BURU
$48.3M
$17 ﹤0.01%
115
+52
GORV
6029
DELISTED
Lazydays
GORV
$17 ﹤0.01%
8
+2
PODC icon
6030
PodcastOne
PODC
$77M
$17 ﹤0.01%
10
BRID icon
6031
Bridgford Foods
BRID
$69.2M
$16 ﹤0.01%
2
OTLK icon
6032
Outlook Therapeutics
OTLK
$36M
$16 ﹤0.01%
15
CGSD icon
6033
Capital Group Short Duration Income ETF
CGSD
$2B
0
FCUV icon
6034
Focus Universal
FCUV
$4.93M
$15 ﹤0.01%
1
NCL icon
6035
Northann Corp
NCL
$4.02M
$15 ﹤0.01%
15
+6
CLDI icon
6036
Calidi Biotherapeutics
CLDI
$5.61M
$14 ﹤0.01%
9
+4
NVDY icon
6037
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.46B
0
PDO
6038
PIMCO Dynamic Income Opportunities Fund
PDO
$1.94B
$14 ﹤0.01%
1
-742
APUS
6039
Apimeds Pharmaceuticals US
APUS
$15.5M
$14 ﹤0.01%
8
+3
CRE
6040
Cre8 Enterprise Ltd
CRE
$5.28M
$14 ﹤0.01%
+14
VNCE icon
6041
Vince Holding Corp
VNCE
$34.4M
$13 ﹤0.01%
4
ASPS icon
6042
Altisource Portfolio Solutions
ASPS
$59.5M
$12 ﹤0.01%
1
BRN icon
6043
Barnwell Industries
BRN
$12.3M
$12 ﹤0.01%
9
IGD
6044
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$463M
$12 ﹤0.01%
2
-8
NINE
6045
DELISTED
Nine Energy Service
NINE
$12 ﹤0.01%
19
TOPS icon
6046
TOP Ships
TOPS
$22.9M
$12 ﹤0.01%
2
UTSI icon
6047
UTStarcom
UTSI
$23.4M
$12 ﹤0.01%
5
MPTI.WS
6048
DELISTED
M-tron Industries Warrants
MPTI.WS
0
JFU
6049
9F Inc
JFU
$53.2M
$11 ﹤0.01%
+4
BIVI icon
6050
BioVie
BIVI
$9.58M
$10 ﹤0.01%
5
+2