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
LONZ icon
6201
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$473M
-150,716
LRFC
6202
DELISTED
Logan Ridge Finance Corp
LRFC
-1,000
LVO icon
6203
LiveOne
LVO
$60.1M
-1,216
LWLG icon
6204
Lightwave Logic
LWLG
$506M
-1,166
MAG
6205
DELISTED
MAG Silver
MAG
-27,950
MAIA icon
6206
MAIA Biotechnology
MAIA
$70.4M
-50
MARZ icon
6207
TrueShares Structured Outcome March ETF
MARZ
$16.5M
-23
MDIV icon
6208
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$415M
-1,000
MMT
6209
MFS Multimarket Income Trust
MMT
$263M
-142
MODV
6210
DELISTED
ModivCare
MODV
-8,701
MORT icon
6211
VanEck Mortgage REIT Income ETF
MORT
$377M
-93
MQT icon
6212
BlackRock MuniYield Quality Fund II
MQT
$226M
0
MRAM icon
6213
Everspin Technologies
MRAM
$251M
-408
MQY icon
6214
BlackRock MuniYield Quality Fund
MQY
$840M
-505
MRCC icon
6215
Monroe Capital Corp
MRCC
$134M
-84
NAD icon
6216
Nuveen Quality Municipal Income Fund
NAD
$2.85B
-856
NANR icon
6217
State Street SPDR S&P North American Natural Resources ETF
NANR
$911M
-259
NCZ
6218
Virtus Convertible & Income Fund II
NCZ
$283M
-30
NEA icon
6219
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.5B
-1,067
NETD
6220
DELISTED
Nabors Energy Transition Corp II
NETD
-49,662
NOTE icon
6221
FiscalNote
NOTE
$14.5M
-53
NOVZ icon
6222
TrueShares Structured Outcome November ETF
NOVZ
$2.4B
-3,488
NRK icon
6223
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$891M
-118,039
NSPR icon
6224
InspireMD
NSPR
$74.1M
-2,853
NVDS icon
6225
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$137M
-3,400