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
MBIO icon
6076
Mustang Bio
MBIO
$6.38M
$3 ﹤0.01%
2
PFLD icon
6077
AAM Low Duration Preferred and Income Securities ETF
PFLD
$444M
0
ALTO icon
6078
Alto Ingredients
ALTO
$207M
$2 ﹤0.01%
2
-50,785
CNET icon
6079
ZW Data Action Technologies
CNET
$2.76M
$2 ﹤0.01%
+1
DSX icon
6080
Diana Shipping
DSX
$277M
$2 ﹤0.01%
1
GREE icon
6081
Greenidge Generation Holdings
GREE
$20.1M
$2 ﹤0.01%
1
IBIO icon
6082
iBio
IBIO
$76.7M
$2 ﹤0.01%
2
SOPA icon
6083
Society Pass
SOPA
$5.48M
$2 ﹤0.01%
2
SYBX
6084
DELISTED
Synlogic
SYBX
$2 ﹤0.01%
1
XXII
6085
22nd Century Group
XXII
$3.28M
-4
MSTY icon
6086
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.14B
0
CELG.RT
6087
Bristol-Myers Squibb Rights
CELG.RT
$188M
$1 ﹤0.01%
23
GNPX icon
6088
Genprex
GNPX
$4.59M
0
GTBP icon
6089
GT Biopharma
GTBP
$12.4M
$1 ﹤0.01%
1
HELX icon
6090
Franklin Genomic Advancements ETF
HELX
$22.5M
0
LGL.WS
6091
DELISTED
LGL Group Inc Warrants
LGL.WS
0
USB.PRH icon
6092
US Bancorp Series B Preferred Stock
USB.PRH
$779M
0
USCI icon
6093
US Commodity Index
USCI
$287M
-152
USO icon
6094
United States Oil Fund
USO
$1.09B
-66,225
VERV
6095
DELISTED
Verve Therapeutics
VERV
-1,141,911
VFL
6096
abrdn National Municipal Income Fund
VFL
$128M
-39
VFMV icon
6097
Vanguard US Minimum Volatility ETF
VFMV
$344M
-150
VIGL
6098
DELISTED
Vigil Neuroscience
VIGL
-396,926
VIXY icon
6099
ProShares VIX Short-Term Futures ETF
VIXY
$69.9M
-69
VKQ icon
6100
Invesco Municipal Trust
VKQ
$551M
-2,302