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
MRVI icon
3676
Maravai LifeSciences
MRVI
$736M
$1.03M ﹤0.01%
357,260
-67,046
BSCV icon
3677
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.71B
$1.03M ﹤0.01%
+62,760
GCMG icon
3678
GCM Grosvenor
GCMG
$644M
$1.02M ﹤0.01%
105,525
-40,373
PACHU
3679
Pioneer Acquisition I Corp Units
PACHU
$227M
$1.02M ﹤0.01%
100,000
SMTH icon
3680
ALPS Smith Core Plus Bond ETF
SMTH
$2.75B
$1.02M ﹤0.01%
39,733
-4,383
DCOR icon
3681
Dimensional US Core Equity 1 ETF
DCOR
$3.14B
$1.02M ﹤0.01%
14,521
+7,496
SAAQU
3682
Space Asset Acquisition Corp Units
SAAQU
$1.02M ﹤0.01%
+100,000
BV icon
3683
BrightView Holdings
BV
$1.14B
$1.02M ﹤0.01%
87,977
-36,365
FSMD icon
3684
Fidelity Small-Mid Multifactor ETF
FSMD
$246M
$1.02M ﹤0.01%
23,453
+2,626
ARTNA icon
3685
Artesian Resources
ARTNA
$335M
$1.02M ﹤0.01%
31,296
+624
CTLP
3686
DELISTED
Cantaloupe
CTLP
$1.02M ﹤0.01%
94,863
-237,509
MBVIU
3687
M3-Brigade Acquisition VI Corp Units
MBVIU
$308M
$1.01M ﹤0.01%
100,000
-50,000
CCXI
3688
Churchill Capital Corp XI
CCXI
$1.01M ﹤0.01%
+100,000
BSSX icon
3689
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$129M
$1.01M ﹤0.01%
+39,967
PLRX icon
3690
Pliant Therapeutics
PLRX
$72.4M
$1.01M ﹤0.01%
861,823
-351,052
BAB icon
3691
Invesco Taxable Municipal Bond ETF
BAB
$1.07B
$1.01M ﹤0.01%
37,925
-4,866
FEX icon
3692
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$1.01M ﹤0.01%
8,460
+2
SID icon
3693
Companhia Siderúrgica Nacional
SID
$1.72B
$1.01M ﹤0.01%
851,959
+71,514
MNRO icon
3694
Monro
MNRO
$462M
$1M ﹤0.01%
64,823
+52,781
SD icon
3695
SandRidge Energy
SD
$578M
$1M ﹤0.01%
58,896
-39,105
RDW icon
3696
Redwire
RDW
$4.26B
$999K ﹤0.01%
129,564
+57,157
ITHAU
3697
ITHAX Acquisition Corp III Units
ITHAU
$996K ﹤0.01%
+100,000
ADX icon
3698
Adams Diversified Equity Fund
ADX
$3.11B
$991K ﹤0.01%
47,079
+32,740
TZA icon
3699
Direxion Daily Small Cap Bear 3x ETF
TZA
$238M
$989K ﹤0.01%
126,125
+95,030
AVIG icon
3700
Avantis Core Fixed Income ETF
AVIG
$1.86B
$986K ﹤0.01%
23,821
+11,463