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
QRHC icon
6251
Quest Resource Holding
QRHC
$42.6M
-448
RDFN
6252
DELISTED
Redfin
RDFN
-4,101,837
RDOG icon
6253
ALPS REIT Dividend Dogs ETF
RDOG
$10.6M
0
RDUS
6254
DELISTED
Radius Recycling
RDUS
-47,916
LNAI
6255
Lunai Bioworks
LNAI
$16.5M
-1,062
RETL icon
6256
Direxion Daily Retail Bull 3X Shares
RETL
$34.6M
-36
RLMD icon
6257
Relmada Therapeutics
RLMD
$282M
-5,103
RDNW
6258
RideNow Group
RDNW
$240M
-639
RXD icon
6259
ProShares UltraShort Health Care
RXD
$964K
0
SAGE
6260
DELISTED
Sage Therapeutics
SAGE
-132,912
SANG
6261
Sangoma Technologies
SANG
$151M
-320
SATX
6262
DELISTED
SatixFy Communications
SATX
-550,520
SDA icon
6263
SunCar Technology Group
SDA
$206M
-1,844
SEIM icon
6264
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$1.15B
-80
SEIQ icon
6265
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$534M
-32
SEIV icon
6266
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.15B
-85
SELV icon
6267
SEI Enhanced Low Volatility US Large Cap ETF
SELV
$219M
-250
SENS icon
6268
Senseonics Holdings Inc
SENS
$317M
-200
SEPW icon
6269
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$277M
-3,097
SES icon
6270
SES AI
SES
$624M
-10,428
SHYF
6271
DELISTED
The Shyft Group
SHYF
-150,824
SJB icon
6272
ProShares Short High Yield
SJB
$43.5M
-5
SKX
6273
DELISTED
Skechers
SKX
-1,171,331
SLNG icon
6274
Stabilis Solutions
SLNG
$104M
-8
SONM icon
6275
Sonim Technologies
SONM
$8.77M
-10