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
TGE
6126
The Generation Essentials Group
TGE
$52.8M
-2,200
QB
6127
ProShares Nasdaq-100 Dynamic Buffer ETF
QB
$1.28M
-30,000
FB
6128
ProShares S&P 500 Dynamic Buffer ETF
FB
$1.68M
-30,000
RB
6129
ProShares Russell 2000 Dynamic Buffer ETF
RB
$1.12M
-25,000
FIGXU
6130
FIGX Capital Acquisition Corp Units
FIGXU
$139M
-26,575
EMO.RT
6131
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$0 ﹤0.01%
+25
AGRO icon
6132
Adecoagro
AGRO
$2.17B
-44,825
AGS
6133
DELISTED
PlayAGS
AGS
-177,332
AIRE icon
6134
reAlpha
AIRE
$30.4M
-25
AKYA
6135
DELISTED
Akoya BioSciences
AKYA
-139,973
AMED
6136
DELISTED
Amedisys
AMED
-126,588
BMEZ icon
6137
BlackRock Health Sciences Trust II
BMEZ
$863M
-626
BNRG icon
6138
Brenmiller Energy
BNRG
$1.44M
-6
BPMC
6139
DELISTED
Blueprint Medicines
BPMC
-418,060
BRDG
6140
DELISTED
Bridge Investment Group
BRDG
-625,146
BRFS
6141
DELISTED
BRF SA
BRFS
-61,829
BRKL
6142
DELISTED
Brookline Bancorp
BRKL
-563,539
BRW
6143
Saba Capital Income & Opportunities Fund
BRW
$283M
-16,008
ELEV
6144
DELISTED
Elevation Oncology
ELEV
-5,207
EXK
6145
Endeavour Silver
EXK
$2.55B
0
LRFC
6146
DELISTED
Logan Ridge Finance Corp
LRFC
-1,000
LVO icon
6147
LiveOne
LVO
$54.3M
-1,216
LWLG icon
6148
Lightwave Logic
LWLG
$981M
-1,166
MAG
6149
DELISTED
MAG Silver
MAG
-27,950
MAIA icon
6150
MAIA Biotechnology
MAIA
$79.5M
-50