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
TECS icon
6251
Direxion Daily Technology Bear 3x ETF
TECS
$55.3M
-401
TEO icon
6252
Telecom Argentina
TEO
$4.79B
-12,970
TGI
6253
DELISTED
Triumph Group
TGI
-537,756
THRD
6254
DELISTED
Third Harmonic Bio
THRD
-95,538
TOUR
6255
Tuniu
TOUR
$90.5M
-452
TPIC
6256
DELISTED
TPI Composites
TPIC
-6,431
TRMD icon
6257
TORM
TRMD
$2.79B
-3,470
TSBX
6258
DELISTED
Turnstone Biologics
TSBX
-158
TUA icon
6259
Simplify Short Term Treasury Futures Strategy ETF
TUA
$748M
-10,595
TURN
6260
DELISTED
180 Degree Capital
TURN
-3,333
UEVM icon
6261
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$227M
-31
UHGWW
6262
United Homes Group Warrant
UHGWW
0
UIVM icon
6263
VictoryShares International Value Momentum ETF
UIVM
$297M
-21
UNCY icon
6264
Unicycive Therapeutics
UNCY
$131M
-21,709
UPW icon
6265
ProShares Ultra Utilities
UPW
$20.4M
0
USB.PRH icon
6266
US Bancorp Series B Preferred Stock
USB.PRH
$741M
0
USCI icon
6267
US Commodity Index
USCI
$350M
-152
USO icon
6268
United States Oil Fund
USO
$2.55B
-66,225
VERV
6269
DELISTED
Verve Therapeutics
VERV
-1,141,911
VFL
6270
abrdn National Municipal Income Fund
VFL
$119M
-39
VIXY icon
6271
ProShares VIX Short-Term Futures ETF
VIXY
$93.6M
-69
VKQ icon
6272
Invesco Municipal Trust
VKQ
$520M
-2,302
VMO icon
6273
Invesco Municipal Opportunity Trust
VMO
$629M
-8
VRA icon
6274
Vera Bradley
VRA
$84.4M
-1,237
VVPR
6275
DELISTED
VivoPower
VVPR
-12,925