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

Top Buys

1 +$4.02B
2 +$3.55B
3 +$2.61B
4
APH icon
Amphenol
APH
+$2.33B
5
TTE icon
TotalEnergies
TTE
+$1.67B

Top Sells

1 +$9.67B
2 +$7.48B
3 +$7.25B
4
NVDA icon
NVIDIA
NVDA
+$6.05B
5
MSFT icon
Microsoft
MSFT
+$5.54B

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
ECOR icon
6101
electroCore
ECOR
$45.6M
$4 ﹤0.01%
1
FCUV icon
6102
Focus Universal
FCUV
$3.55M
$4 ﹤0.01%
1
GNPX icon
6103
Genprex
GNPX
$4.02M
$4 ﹤0.01%
+2
IBIO icon
6104
iBio
IBIO
$59.1M
$4 ﹤0.01%
2
PAVM icon
6105
PAVmed
PAVM
$9.03M
$4 ﹤0.01%
1
TSI
6106
TCW Strategic Income Fund
TSI
$216M
0
ALUR.WS
6107
DELISTED
Allurion Technologies Warrants
ALUR.WS
0
AQB icon
6108
AquaBounty Technologies
AQB
$3.35M
$3 ﹤0.01%
3
ARBK
6109
Argo Blockchain
ARBK
$971K
$3 ﹤0.01%
+1
BOXL icon
6110
Boxlight
BOXL
$1.23M
$3 ﹤0.01%
2
-6
PFLD icon
6111
AAM Low Duration Preferred and Income Securities ETF
PFLD
$422M
0
CELG.RT
6112
Bristol-Myers Squibb Rights
CELG.RT
$225M
$2 ﹤0.01%
23
DSX icon
6113
Diana Shipping
DSX
$292M
$2 ﹤0.01%
1
FRGT icon
6114
Freight Technologies
FRGT
$2.35M
$2 ﹤0.01%
+1
MBIO icon
6115
Mustang Bio
MBIO
$5.49M
$2 ﹤0.01%
2
VSTD
6116
Vestand Inc
VSTD
$3.97M
$2 ﹤0.01%
+8
HCWC
6117
Healthy Choice Wellness
HCWC
$5.45M
$2 ﹤0.01%
9
TOPP
6118
Toppoint Holdings
TOPP
$14.6M
$2 ﹤0.01%
2
-5
CUE icon
6119
Cue Biopharma
CUE
$22.1M
$1 ﹤0.01%
4
-900
GREE icon
6120
Greenidge Generation Holdings
GREE
$16.9M
$1 ﹤0.01%
1
GTBP icon
6121
GT Biopharma
GTBP
$13.1M
$1 ﹤0.01%
1
HELX icon
6122
Franklin Genomic Advancements ETF
HELX
$20.5M
0
SYBX
6123
DELISTED
Synlogic
SYBX
$1 ﹤0.01%
1
VMAR icon
6124
Vision Marine Technologies
VMAR
$1.98M
0
XXII
6125
22nd Century Group
XXII
$1.2M
0