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
$1.47T
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,916
New
Increased
Reduced
Closed

Top Sells

1 +$8.63B
2 +$3.02B
3 +$2.14B
4
SHOP icon
Shopify
SHOP
+$2.1B
5
HOOD icon
Robinhood
HOOD
+$1.82B

Sector Composition

1 Technology 23.68%
2 Healthcare 9.13%
3 Financials 9.12%
4 Consumer Discretionary 8.62%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HEDJ icon
3026
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$3.02M ﹤0.01%
59,065
-4,363
HIPO icon
3027
Hippo Holdings
HIPO
$627M
$3.02M ﹤0.01%
116,517
-42,901
HMN icon
3028
Horace Mann Educators
HMN
$1.83B
$3.01M ﹤0.01%
69,831
-108,602
JCAP
3029
Jefferson Capital
JCAP
$860M
$3M ﹤0.01%
158,935
+70,225
TWLVU
3030
Twelve Seas Investment Company III Units
TWLVU
$3M ﹤0.01%
298,799
+248,799
SPHB icon
3031
Invesco S&P 500 High Beta ETF
SPHB
$1.06B
$2.99M ﹤0.01%
26,871
-23,140
SPRY icon
3032
ARS Pharmaceuticals
SPRY
$869M
$2.99M ﹤0.01%
382,801
-34,289
JANX icon
3033
Janux Therapeutics
JANX
$829M
$2.99M ﹤0.01%
229,268
+58,759
IYC icon
3034
iShares US Consumer Discretionary ETF
IYC
$1.17B
$2.98M ﹤0.01%
31,620
+651
CNA icon
3035
CNA Financial
CNA
$11.3B
$2.98M ﹤0.01%
65,295
+39,107
SPXL icon
3036
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.67B
$2.98M ﹤0.01%
17,496
+405
TIC
3037
TIC Solutions Inc
TIC
$1.87B
$2.98M ﹤0.01%
445,701
+309,648
IYZ icon
3038
iShares US Telecommunications ETF
IYZ
$1.11B
$2.98M ﹤0.01%
77,141
+15,469
RXST icon
3039
RxSight
RXST
$198M
$2.98M ﹤0.01%
488,641
+236,043
GOOD
3040
Gladstone Commercial Corp
GOOD
$599M
$2.97M ﹤0.01%
262,113
-23,565
FGIIU
3041
FG Imperii Acquisition Corp Units
FGIIU
$204M
$2.96M ﹤0.01%
+296,397
NPKI
3042
NPK International
NPKI
$1.22B
$2.96M ﹤0.01%
207,952
-22,927
FSTA icon
3043
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.37B
$2.95M ﹤0.01%
56,564
-18,762
RCAT icon
3044
Red Cat Holdings
RCAT
$2.1B
$2.95M ﹤0.01%
254,883
+73,487
EPC icon
3045
Edgewell Personal Care
EPC
$854M
$2.95M ﹤0.01%
137,596
+54,853
EMMF icon
3046
WisdomTree Emerging Markets Multifactor Fund
EMMF
$189M
$2.95M ﹤0.01%
91,947
+18,645
SRCE icon
3047
1st Source
SRCE
$1.75B
$2.94M ﹤0.01%
42,947
-40,165
AMC icon
3048
AMC Entertainment Holdings
AMC
$1.38B
$2.94M ﹤0.01%
3,004,039
-116,522
RZLV
3049
Rezolve AI
RZLV
$1.02B
$2.93M ﹤0.01%
1,161,683
+1,078,143
EWCZ
3050
DELISTED
European Wax Center
EWCZ
$2.92M ﹤0.01%
506,876
+492,178