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
RXI icon
3526
iShares Global Consumer Discretionary ETF
RXI
$267M
$1.31M ﹤0.01%
7,228
+437
LBTYA icon
3527
Liberty Global Class A
LBTYA
$3.94B
$1.31M ﹤0.01%
108,114
-60,230
GSUS icon
3528
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.17B
$1.31M ﹤0.01%
15,024
+10,687
IMTX icon
3529
Immatics
IMTX
$1.41B
$1.31M ﹤0.01%
140,465
-6,507
OCS icon
3530
Oculis Holding
OCS
$716M
$1.3M ﹤0.01%
53,045
+49,865
EFIV icon
3531
State Street SPDR S&P 500 ESG ETF
EFIV
$1.09B
$1.3M ﹤0.01%
21,229
+13,417
IHS icon
3532
IHS Holding
IHS
$2.79B
$1.3M ﹤0.01%
158,046
-3,163,789
BF.A icon
3533
Brown-Forman Class A
BF.A
$12B
$1.3M ﹤0.01%
48,210
+15,323
HSCZ icon
3534
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$221M
$1.3M ﹤0.01%
+33,391
SRTA
3535
Strata Critical Medical Inc
SRTA
$544M
$1.3M ﹤0.01%
320,234
-26,928
TCMD icon
3536
Tactile Systems Technology
TCMD
$568M
$1.3M ﹤0.01%
50,095
+31,743
GTN icon
3537
Gray Television
GTN
$415M
$1.3M ﹤0.01%
292,584
-617,549
DMII
3538
Drugs Made In America Acquisition II Corp
DMII
$641M
$1.29M ﹤0.01%
129,630
IDR icon
3539
Idaho Strategic Resources
IDR
$586M
$1.29M ﹤0.01%
45,010
+4,269
TNGX icon
3540
Tango Therapeutics
TNGX
$3.21B
$1.29M ﹤0.01%
67,326
+10,491
ROCK icon
3541
Gibraltar Industries
ROCK
$1.14B
$1.29M ﹤0.01%
32,726
-48,162
XHYI
3542
DELISTED
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$1.29M ﹤0.01%
34,798
-3,687
LVHD icon
3543
Franklin US Low Volatility High Dividend Index ETF
LVHD
$580M
$1.29M ﹤0.01%
30,400
-991
CTKB icon
3544
Cytek Biosciences
CTKB
$558M
$1.29M ﹤0.01%
299,090
-29,763
FBTC icon
3545
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$1.28M ﹤0.01%
22,196
+18,200
LBRDA icon
3546
Liberty Broadband Class A
LBRDA
$4.31B
$1.28M ﹤0.01%
24,984
+12,879
VG
3547
Venture Global Inc
VG
$32.9B
$1.28M ﹤0.01%
75,917
+30,945
PTRB icon
3548
PGIM Total Return Bond ETF
PTRB
$967M
$1.28M ﹤0.01%
30,865
+21,082
OXY.WS icon
3549
Occidental Petroleum Corp Warrants
OXY.WS
$34.3B
0
ABEV icon
3550
Ambev
ABEV
$48.7B
$1.28M ﹤0.01%
452,319
+194,018