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
$1.49T
AUM Growth
-$83.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,795
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

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
CYN icon
6076
Cyngn
CYN
$12.1M
$10 ﹤0.01%
4
RPTX
6077
DELISTED
Repare Therapeutics
RPTX
$10 ﹤0.01%
4
AHT
6078
Ashford Hospitality Trust
AHT
$21.7M
$9 ﹤0.01%
2
-14
CMND icon
6079
Clearmind Medicine
CMND
$1.68M
$9 ﹤0.01%
+5
GMOM icon
6080
Cambria Global Momentum ETF
GMOM
$135M
0
TOPS icon
6081
TOP Ships
TOPS
$22.9M
$9 ﹤0.01%
2
FRI icon
6082
First Trust S&P REIT Index Fund
FRI
$167M
0
ISMD icon
6083
Inspire Small/Mid Cap Impact ETF
ISMD
$264M
0
PTBD icon
6084
Pacer Trendpilot US Bond ETF
PTBD
$109M
0
SOPA icon
6085
Society Pass
SOPA
$5.48M
$8 ﹤0.01%
2
VKI icon
6086
Invesco Advantage Municipal Income Trust II
VKI
$415M
0
ASPS icon
6087
Altisource Portfolio Solutions
ASPS
$59.5M
$7 ﹤0.01%
1
NINE
6088
DELISTED
Nine Energy Service
NINE
$7 ﹤0.01%
19
ALTO icon
6089
Alto Ingredients
ALTO
$207M
$6 ﹤0.01%
2
BIVI icon
6090
BioVie
BIVI
$9.58M
$6 ﹤0.01%
5
IGD
6091
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$463M
$6 ﹤0.01%
1
-1
LIDR icon
6092
AEye
LIDR
$74.3M
$6 ﹤0.01%
3
-533
RMM
6093
RiverNorth Managed Duration Municipal Income Fund
RMM
$288M
0
TOUR
6094
Tuniu
TOUR
$71.8M
$6 ﹤0.01%
+9
ALUR icon
6095
Allurion Technologies
ALUR
$13.8M
$5 ﹤0.01%
4
CENN icon
6096
Cenntro
CENN
$11.2M
$5 ﹤0.01%
40
SMSI icon
6097
Smith Micro Software
SMSI
$12.4M
$5 ﹤0.01%
10
WBX icon
6098
Wallbox
WBX
$54.1M
$5 ﹤0.01%
2
VIVS
6099
VivoSim Labs
VIVS
$5.22M
$5 ﹤0.01%
3
CISO
6100
CISO Global
CISO
$15M
$4 ﹤0.01%
8