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
RDFN
6226
DELISTED
Redfin
RDFN
-4,101,837
RDOG icon
6227
ALPS REIT Dividend Dogs ETF
RDOG
$9.68M
0
RDUS
6228
DELISTED
Radius Recycling
RDUS
-47,916
LNAI
6229
Lunai Bioworks
LNAI
$9.98M
-1,062
RETL icon
6230
Direxion Daily Retail Bull 3X ETF
RETL
$25.8M
-36
RLMD icon
6231
Relmada Therapeutics
RLMD
$669M
-5,103
RDNW
6232
RideNow Group
RDNW
$246M
-639
RXD icon
6233
ProShares UltraShort Health Care
RXD
$4.11M
0
SAGE
6234
DELISTED
Sage Therapeutics
SAGE
-132,912
SEIV icon
6235
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.14B
-85
SELV icon
6236
SEI Enhanced Low Volatility US Large Cap ETF
SELV
$225M
-250
SENS icon
6237
Senseonics Holdings Inc
SENS
$258M
-200
SEPW icon
6238
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$278M
-3,097
SES icon
6239
SES AI
SES
$336M
-10,428
SHYF
6240
DELISTED
The Shyft Group
SHYF
-150,824
SJB icon
6241
ProShares Short High Yield
SJB
$142M
-5
SPTN
6242
DELISTED
SpartanNash
SPTN
-167,700
SRTY icon
6243
ProShares UltraPro Short Russell2000
SRTY
$110M
-1,652
SSBK
6244
DELISTED
Southern States Bancshares
SSBK
-31,849
STR
6245
DELISTED
Sitio Royalties
STR
-761,227
SUPV
6246
Grupo Supervielle
SUPV
$733M
-256,787
SVT
6247
DELISTED
Servotronics
SVT
-3
SWTX
6248
DELISTED
SpringWorks Therapeutics
SWTX
-1,148,914
TAIL icon
6249
Cambria Tail Risk ETF
TAIL
$208M
-28,043
TCRT icon
6250
Alaunos Therapeutics
TCRT
$6.29M
-3