JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
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
$5.49M
$3 ﹤0.01%
2
PFLD icon
6077
AAM Low Duration Preferred and Income Securities ETF
PFLD
$422M
0
ALTO icon
6078
Alto Ingredients
ALTO
$355M
$2 ﹤0.01%
2
-50,785
CNET icon
6079
ZW Data Action Technologies
CNET
$2.22M
$2 ﹤0.01%
+1
DSX icon
6080
Diana Shipping
DSX
$292M
$2 ﹤0.01%
1
GREE icon
6081
Greenidge Generation Holdings
GREE
$16.9M
$2 ﹤0.01%
1
IBIO icon
6082
iBio
IBIO
$59.1M
$2 ﹤0.01%
2
SOPA icon
6083
Society Pass
SOPA
$5.4M
$2 ﹤0.01%
2
SYBX
6084
DELISTED
Synlogic
SYBX
$2 ﹤0.01%
1
XXII
6085
22nd Century Group
XXII
$1.2M
-4
MSTY icon
6086
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.01B
0
CELG.RT
6087
Bristol-Myers Squibb Rights
CELG.RT
$225M
$1 ﹤0.01%
23
GNPX icon
6088
Genprex
GNPX
$4.02M
0
GTBP icon
6089
GT Biopharma
GTBP
$13.1M
$1 ﹤0.01%
1
HELX icon
6090
Franklin Genomic Advancements ETF
HELX
$20.5M
0
LGL.WS
6091
DELISTED
LGL Group Inc Warrants
LGL.WS
0
TWFG
6092
TWFG Inc
TWFG
$280M
-6,903
CEP
6093
DELISTED
Cantor Equity Partners
CEP
-699
RMNY
6094
Rockefeller New York Municipal Bond ETF
RMNY
$23M
-10,145
CPSL
6095
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$108M
-800
SCNX
6096
Scienture Holdings
SCNX
$9.79M
-14
SEPM
6097
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$31.5M
-5,213
FOXX
6098
Foxx Development Holdings
FOXX
$31M
-4,947
ELCV
6099
Eventide High Dividend ETF
ELCV
$166M
-4
ESN
6100
Essential 40 Stock ETF
ESN
$218M
-1,008