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
VMO icon
6101
Invesco Municipal Opportunity Trust
VMO
$674M
-8
VRA icon
6102
Vera Bradley
VRA
$74.9M
-1,237
VXRT
6103
DELISTED
Vaxart
VXRT
-2,214
WATT icon
6104
Energous
WATT
$24.8M
0
WBA
6105
DELISTED
Walgreens Boots Alliance
WBA
-2,253,030
WBND
6106
DELISTED
Western Asset Total Return ETF
WBND
-149,360
XHLF icon
6107
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.88B
-1
XHYH icon
6108
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
$20.5M
-917
XTWO icon
6109
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$169M
-1,396
YANG icon
6110
Direxion Daily FTSE China Bear 3X Shares
YANG
$175M
-4,400
YMAB
6111
DELISTED
Y-mAbs Therapeutics
YMAB
-164,055
ZEPP
6112
Zepp Health
ZEPP
$335M
-231
ZJYL icon
6113
Jin Medical International
ZJYL
$21.9M
-613
LEGT.U
6114
Legato Merger Corp III Units
LEGT.U
-600
BBOT
6115
BridgeBio Oncology
BBOT
$900M
-210,125
TELO icon
6116
Telomir Pharmaceuticals
TELO
$37.5M
-1,762
MBSF icon
6117
Regan Floating Rate MBS ETF
MBSF
$176M
-100
JVSAR
6118
DELISTED
JV SPAC Acquisition Corp. Right
JVSAR
-8,400
ALB.PRA icon
6119
Albemarle Corp Depositary Shares
ALB.PRA
$3.08B
-32,453
DXYZ
6120
Destiny Tech100
DXYZ
$433M
-299
PTL icon
6121
Inspire 500 ETF
PTL
$672M
-1
BOLD
6122
Boundless Bio
BOLD
$25.3M
-1,127
NXTT icon
6123
Next Technology
NXTT
$14.4M
-10
CTNM
6124
Contineum Therapeutics
CTNM
$527M
-1,108
GRW
6125
TCW ETF Trust TCW Durable Growth ETF
GRW
$90.4M
-633