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
VEL icon
3876
Velocity Financial
VEL
$672M
$663K ﹤0.01%
36,765
+5,330
PBUS icon
3877
Invesco MSCI USA ETF
PBUS
$11.5B
$662K ﹤0.01%
10,456
+9,401
GPAC
3878
General Purpose Acquisition Corp
GPAC
$294M
$662K ﹤0.01%
+66,668
GBTG icon
3879
American Express Global Business Travel
GBTG
$4.89B
$659K ﹤0.01%
122,059
-188,552
IJUL icon
3880
Innovator International Developed Power Buffer ETF July
IJUL
$195M
$658K ﹤0.01%
+19,882
FHDG
3881
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$124M
$657K ﹤0.01%
+19,749
KOPN icon
3882
Kopin
KOPN
$1.17B
$655K ﹤0.01%
348,575
-66,983
PWP icon
3883
Perella Weinberg Partners
PWP
$1.1B
$655K ﹤0.01%
37,455
-30,583
BBW icon
3884
Build-A-Bear
BBW
$444M
$655K ﹤0.01%
17,757
-12,666
ATAI icon
3885
AtaiBeckley Inc
ATAI
$1.67B
$655K ﹤0.01%
192,514
-104,477
FOA icon
3886
Finance of America Companies
FOA
$170M
$655K ﹤0.01%
40,781
+5,546
USVM icon
3887
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.63B
$653K ﹤0.01%
7,058
+676
ANAB icon
3888
AnaptysBio
ANAB
$1.5B
$645K ﹤0.01%
11,645
+729
GAU
3889
Galiano Gold
GAU
$583M
$641K ﹤0.01%
278,850
+124,140
PWB icon
3890
Invesco Large Cap Growth ETF
PWB
$2.17B
$638K ﹤0.01%
5,272
+2,881
IMXI icon
3891
International Money Express
IMXI
$457M
$634K ﹤0.01%
40,124
+27,287
PTBD icon
3892
Pacer Trendpilot US Bond ETF
PTBD
$86.3M
$631K ﹤0.01%
+33,492
MBUU icon
3893
Malibu Boats
MBUU
$536M
$631K ﹤0.01%
24,261
-1,180
NAPR icon
3894
Innovator Growth-100 Power Buffer ETF April
NAPR
$224M
$629K ﹤0.01%
11,528
+9,351
NMAI icon
3895
Nuveen Multi-Asset Income Fund
NMAI
$467M
$626K ﹤0.01%
51,877
+2,655
YSS
3896
York Space Systems
YSS
$3.85B
$621K ﹤0.01%
+29,523
ELMD icon
3897
Electromed
ELMD
$295M
$621K ﹤0.01%
25,515
-25,726
XHYT
3898
DELISTED
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
$621K ﹤0.01%
18,457
-2,913
GENI icon
3899
Genius Sports
GENI
$1.7B
$620K ﹤0.01%
146,332
+47,282
HBCP icon
3900
Home Bancorp
HBCP
$497M
$620K ﹤0.01%
10,293
-11,064