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
SOPH icon
6276
SOPHiA GENETICS
SOPH
$323M
-198
SOS
6277
SOS Limited
SOS
$11.3M
-7
SOVF icon
6278
Sovereign's Capital Flourish Fund
SOVF
$97.9M
-3
SPDN icon
6279
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$205M
-53
SPTN
6280
DELISTED
SpartanNash
SPTN
-167,700
SRTY icon
6281
ProShares UltraPro Short Russell2000
SRTY
$82.9M
-1,652
SSBK
6282
DELISTED
Southern States Bancshares
SSBK
-31,849
STR
6283
DELISTED
Sitio Royalties
STR
-761,227
SUPV
6284
Grupo Supervielle
SUPV
$950M
-256,787
SVT
6285
DELISTED
Servotronics
SVT
-3
SWTX
6286
DELISTED
SpringWorks Therapeutics
SWTX
-1,148,914
TAIL icon
6287
Cambria Tail Risk ETF
TAIL
$162M
-28,043
TECS icon
6288
Direxion Daily Technology Bear 3x Shares
TECS
$42.7M
-401
TEI
6289
Templeton Emerging Markets Income Fund
TEI
$330M
-168
TEO icon
6290
Telecom Argentina
TEO
$4.91B
-12,970
TGI
6291
DELISTED
Triumph Group
TGI
-537,756
THRD
6292
DELISTED
Third Harmonic Bio
THRD
-95,538
TOUR
6293
Tuniu
TOUR
$73.4M
-452
TPIC
6294
DELISTED
TPI Composites
TPIC
-6,431
TRMD icon
6295
TORM
TRMD
$2.59B
-3,470
TSBX
6296
DELISTED
Turnstone Biologics
TSBX
-158
TUA icon
6297
Simplify Short Term Treasury Futures Strategy ETF
TUA
$648M
-10,595
TURN
6298
DELISTED
180 Degree Capital
TURN
-3,333
UEVM icon
6299
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$243M
-31
UHGWW
6300
United Homes Group Warrant
UHGWW
$23.1M
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