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
SNDA icon
3651
Sonida Senior Living
SNDA
$1.57B
$1.08M ﹤0.01%
34,674
+32,480
PCY icon
3652
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$1.08M ﹤0.01%
52,207
+1,647
VYGR icon
3653
Voyager Therapeutics
VYGR
$219M
$1.07M ﹤0.01%
276,867
-49,363
WTPI
3654
WisdomTree Equity Premium Income Fund
WTPI
$480M
$1.07M ﹤0.01%
34,408
+10,900
VMD icon
3655
Viemed Healthcare
VMD
$377M
$1.07M ﹤0.01%
114,343
-40,498
VZLA
3656
Vizsla Silver
VZLA
$1.34B
$1.07M ﹤0.01%
340,349
+340,207
CLVT icon
3657
Clarivate
CLVT
$1.59B
$1.07M ﹤0.01%
440,139
-14,539
PXH icon
3658
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.01B
$1.06M ﹤0.01%
40,625
+2,426
PLPC icon
3659
Preformed Line Products
PLPC
$1.84B
$1.06M ﹤0.01%
4,028
+512
SVCCU
3660
Stellar V Capital Corp Unit
SVCCU
$166M
$1.06M ﹤0.01%
100,000
PCT icon
3661
PureCycle Technologies
PCT
$2.52B
$1.06M ﹤0.01%
209,880
+5,737
KRT icon
3662
Karat Packaging
KRT
$561M
$1.06M ﹤0.01%
38,504
-11,681
RIGL icon
3663
Rigel Pharmaceuticals
RIGL
$560M
$1.06M ﹤0.01%
41,084
+4,070
CENT icon
3664
Central Garden & Pet Co
CENT
$2.48B
$1.06M ﹤0.01%
28,488
-4,283
OSUR icon
3665
OraSure Technologies
OSUR
$287M
$1.05M ﹤0.01%
360,524
-36,561
GLUE icon
3666
Monte Rosa Therapeutics
GLUE
$1.47B
$1.05M ﹤0.01%
67,536
+43,416
SDHIU
3667
Siddhi Acquisition Corp Unit
SDHIU
$1.05M ﹤0.01%
100,000
-50,000
TOI icon
3668
The Oncology Institute
TOI
$474M
$1.05M ﹤0.01%
370,177
-16,601
GSHRU
3669
Gesher Acquisition Corp II Units
GSHRU
$1.04M ﹤0.01%
100,000
JHML icon
3670
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
$1.04M ﹤0.01%
13,644
+2,807
SZZLU
3671
Sizzle Acquisition Corp II Unit
SZZLU
$1.04M ﹤0.01%
100,000
-100,000
HIVE
3672
HIVE Digital Technologies
HIVE
$1.11B
$1.04M ﹤0.01%
591,803
-195,458
OYSEU
3673
Oyster Enterprises II Acquisition Corp Units
OYSEU
$1.03M ﹤0.01%
100,000
NWAX.U
3674
New America Acquisition I Corp Units
NWAX.U
$1.03M ﹤0.01%
100,000
ORKA
3675
Oruka Therapeutics
ORKA
$3.76B
$1.03M ﹤0.01%
22,620
+2,203