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
$1.49T
AUM Growth
-$83.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,795
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

Sector Composition

1 Technology 26.96%
2 Financials 10.46%
3 Consumer Discretionary 9.41%
4 Healthcare 8.5%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
K
6276
DELISTED
Kellanova
K
-2,201,524
KORE icon
6277
KORE Group Holdings
KORE
$88.4M
-19
KORP icon
6278
American Century Diversified Corporate Bond ETF
KORP
$710M
-97,062
KRMA icon
6279
Global X Conscious Companies ETF
KRMA
$112M
-3,596
LAZR
6280
DELISTED
Luminar Technologies
LAZR
-17,871
LBO icon
6281
WHITEWOLF Publicly Listed Private Equity ETF
LBO
$7.33M
-78
LESL icon
6282
Leslie's
LESL
$11.3M
-2,884
LGL icon
6283
LGL Group
LGL
$40.1M
-7
LGL.WS
6284
DELISTED
LGL Group Inc Warrants
LGL.WS
0
LNW
6285
DELISTED
Light & Wonder
LNW
-171,706
LPSN icon
6286
LivePerson
LPSN
$32.9M
-234
LXRX icon
6287
Lexicon Pharmaceuticals
LXRX
$535M
-30,037
MCRB icon
6288
Seres Therapeutics
MCRB
$77.7M
-65
MFEM icon
6289
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$131M
-910
MGLD icon
6290
Marygold Companies
MGLD
$42.7M
-24
MHH icon
6291
Mastech Digital
MHH
$80.4M
-7
MID icon
6292
American Century Mid Cap Growth Impact ETF
MID
$92.8M
-67
MLNK
6293
DELISTED
MeridianLink
MLNK
-55,095
MMTM icon
6294
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$168M
-33
MOB
6295
Mobilicom Ltd
MOB
$66M
-9,833
MRC
6296
DELISTED
MRC Global
MRC
-871,999
MRUS
6297
DELISTED
Merus
MRUS
-756,013
MTAL
6298
DELISTED
Metals Acquisition
MTAL
-134,516
MURA
6299
DELISTED
Mural Oncology
MURA
-232
MVT icon
6300
BlackRock MuniVest Fund II
MVT
$228M
-1,100