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
FCG icon
6051
First Trust Natural Gas ETF
FCG
$542M
-106
TOPP
6052
Toppoint Holdings
TOPP
$15.1M
$10 ﹤0.01%
7
+1
GMOM icon
6053
Cambria Global Momentum ETF
GMOM
$135M
0
PTBD icon
6054
Pacer Trendpilot US Bond ETF
PTBD
$109M
0
WBX icon
6055
Wallbox
WBX
$54.1M
$9 ﹤0.01%
2
-23
VIVS
6056
VivoSim Labs
VIVS
$5.22M
$9 ﹤0.01%
3
ALUR icon
6057
Allurion Technologies
ALUR
$13.8M
$8 ﹤0.01%
4
CISO
6058
CISO Global
CISO
$15M
$8 ﹤0.01%
8
PAVM icon
6059
PAVmed
PAVM
$9.63M
$8 ﹤0.01%
1
VKI icon
6060
Invesco Advantage Municipal Income Trust II
VKI
$415M
0
XCUR icon
6061
Exicure
XCUR
$26M
$8 ﹤0.01%
2
QTTB icon
6062
Q32 Bio
QTTB
$48M
$8 ﹤0.01%
+4
AQB icon
6063
AquaBounty Technologies
AQB
$3.49M
$7 ﹤0.01%
3
-3
BUFQ icon
6064
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.18B
-5,031
IVOL icon
6065
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$490M
-117
RPTX
6066
DELISTED
Repare Therapeutics
RPTX
$7 ﹤0.01%
4
SMSI icon
6067
Smith Micro Software
SMSI
$12.4M
$7 ﹤0.01%
10
HCWC
6068
Healthy Choice Wellness
HCWC
$4.88M
$7 ﹤0.01%
9
AIRI icon
6069
Air Industries Group
AIRI
$15.2M
$6 ﹤0.01%
+2
RMM
6070
RiverNorth Managed Duration Municipal Income Fund
RMM
$288M
0
ALUR.WS icon
6071
Allurion Technologies Warrants
ALUR.WS
$124K
0
ECOR icon
6072
electroCore
ECOR
$43.4M
$5 ﹤0.01%
1
EPIX
6073
DELISTED
ESSA Pharma
EPIX
$4 ﹤0.01%
21
-189,073
TSI
6074
TCW Strategic Income Fund
TSI
$226M
0
GJUL icon
6075
FT Vest US Equity Moderate Buffer ETF July
GJUL
$402M
0