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
RBOT.WS
6351
DELISTED
Vicarious Surgical Inc Warrants
RBOT.WS
0
RDOG icon
6352
ALPS REIT Dividend Dogs ETF
RDOG
$10.5M
0
RFIL icon
6353
RF Industries
RFIL
$122M
-1,080
RILY icon
6354
BRC Group Holdings
RILY
$217M
0
ROKT icon
6355
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$71.3M
-800
RTH icon
6356
VanEck Retail ETF
RTH
$268M
-20,753
RWAY icon
6357
Runway Growth Finance
RWAY
$313M
-10,754
RXD icon
6358
ProShares UltraShort Health Care
RXD
$966K
0
RZV icon
6359
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$253M
-102
SACH
6360
Sachem Capital Corp
SACH
$48.6M
-100
SAND
6361
DELISTED
Sandstorm Gold
SAND
-599,535
SCO icon
6362
ProShares UltraShort Bloomberg Crude Oil
SCO
$118M
-3,493
SCPH
6363
DELISTED
scPharmaceuticals
SCPH
-28,745
SCS
6364
DELISTED
Steelcase
SCS
-2,630,255
SEIX icon
6365
Virtus SEIX Senior Loan ETF
SEIX
$250M
-161,455
SFLO icon
6366
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$483M
-312
SIF icon
6367
SIFCO Industries
SIF
$63.4M
-8
TAOX
6368
Tao Synergies Inc
TAOX
$29.7M
-572
SOL
6369
DELISTED
Emeren Group
SOL
-358
SOND
6370
DELISTED
Sonder
SOND
-24
SONN
6371
DELISTED
Sonnet BioTherapeutics
SONN
-7,537
SPNS
6372
DELISTED
Sapiens International
SPNS
-553,146
SPPP
6373
Sprott Physical Platinum and Palladium Trust
SPPP
$587M
-9
SPR
6374
DELISTED
Spirit AeroSystems
SPR
-491,415
SPUS icon
6375
SP Funds S&P 500 Sharia ETF
SPUS
$2.01B
-8