JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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 +$4.02B
2 +$3.55B
3 +$2.61B
4
APH icon
Amphenol
APH
+$2.33B
5
TTE icon
TotalEnergies
TTE
+$1.67B

Top Sells

1 +$9.67B
2 +$7.48B
3 +$7.25B
4
NVDA icon
NVIDIA
NVDA
+$6.05B
5
MSFT icon
Microsoft
MSFT
+$5.54B

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
LGL icon
6426
LGL Group
LGL
$45.8M
-7
LGL.WS
6427
DELISTED
LGL Group Inc Warrants
LGL.WS
0
LNW
6428
DELISTED
Light & Wonder
LNW
-171,706
LPSN icon
6429
LivePerson
LPSN
$26.5M
-234
LXRX icon
6430
Lexicon Pharmaceuticals
LXRX
$1.03B
-30,037
MCRB icon
6431
Seres Therapeutics
MCRB
$77.8M
-65
MFEM icon
6432
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$154M
-910
MGLD icon
6433
Marygold Companies
MGLD
$49.5M
-24
MHH icon
6434
Mastech Digital
MHH
$84.2M
-7
MID icon
6435
American Century Mid Cap Growth Impact ETF
MID
$94.8M
-67
MLNK
6436
DELISTED
MeridianLink
MLNK
-55,095
MMTM icon
6437
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$167M
-33
MOB
6438
Mobilicom Ltd
MOB
$74.4M
-9,833
MRC
6439
DELISTED
MRC Global
MRC
-871,999
MRUS
6440
DELISTED
Merus
MRUS
-756,013
MTAL
6441
DELISTED
Metals Acquisition
MTAL
-134,516
MURA
6442
DELISTED
Mural Oncology
MURA
-232
MVT
6443
DELISTED
BlackRock MuniVest Fund II
MVT
-1,100
MXC icon
6444
Mexco Energy
MXC
$19.3M
-2
MYD
6445
DELISTED
BlackRock MuniYield Fund
MYD
-9
NAUT icon
6446
Nautilus Biotechnolgy
NAUT
$333M
-2,121
NCL icon
6447
Northann Corp
NCL
$7.8M
-15
NETDW
6448
DELISTED
Nabors Energy Transition Corp II Warrant
NETDW
0
NJAN icon
6449
Innovator Growth-100 Power Buffer ETF January
NJAN
$369M
-614
NRXS icon
6450
Neuraxis
NRXS
$103M
-11