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
ALTO icon
3951
Alto Ingredients
ALTO
$413M
$552K ﹤0.01%
120,330
+120,328
DSEP icon
3952
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$552K ﹤0.01%
+12,730
SCZM
3953
Santacruz Silver Mining Ltd
SCZM
$603M
$551K ﹤0.01%
+72,562
TLS icon
3954
Telos
TLS
$312M
$549K ﹤0.01%
134,243
-188,644
PMTRU
3955
Perimeter Acquisition Corp I Unit
PMTRU
$547K ﹤0.01%
50,000
-100,000
PHVS icon
3956
Pharvaris
PHVS
$2.21B
$546K ﹤0.01%
20,005
-1,937
ATIIU
3957
Archimedes Tech SPAC Partners II Co Unit
ATIIU
$249M
$545K ﹤0.01%
50,000
-50,000
DFCA icon
3958
Dimensional California Municipal Bond ETF
DFCA
$687M
$544K ﹤0.01%
10,925
-1,200
ETHW
3959
Bitwise Ethereum ETF
ETHW
$167M
$542K ﹤0.01%
37,481
+35,539
BEAGU
3960
Bold Eagle Acquisition Corp Units
BEAGU
$316M
$540K ﹤0.01%
50,000
-40,000
VTOL icon
3961
Bristow Group
VTOL
$1.22B
$539K ﹤0.01%
11,949
-142,473
UJUN icon
3962
Innovator US Equity Ultra Buffer ETF June
UJUN
$77.7M
$539K ﹤0.01%
14,687
-1,944
ONCH
3963
1RT Acquisition Corp
ONCH
$539K ﹤0.01%
53,152
IQDF icon
3964
FlexShares International Quality Dividend Index Fund
IQDF
$1.12B
$539K ﹤0.01%
17,499
+967
ALF
3965
Centurion Acquisition Corp
ALF
$391M
$538K ﹤0.01%
49,898
-49,949
SBXD
3966
SilverBox Corp IV
SBXD
$275M
$536K ﹤0.01%
50,000
JENA.U
3967
Jena Acquisition Corp II Units
JENA.U
$216M
$535K ﹤0.01%
50,000
SHIP icon
3968
Seanergy Maritime Holdings
SHIP
$336M
$534K ﹤0.01%
44,487
+38,115
LABU icon
3969
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$498M
$533K ﹤0.01%
3,925
-1,243
IQDG icon
3970
WisdomTree International Quality Dividend Growth Fund
IQDG
$716M
$531K ﹤0.01%
13,648
-805
NMFC icon
3971
New Mountain Finance
NMFC
$744M
$530K ﹤0.01%
69,603
-1,969,059
CGCTU
3972
Cartesian Growth Corp III Unit
CGCTU
$311M
$530K ﹤0.01%
50,000
ORC
3973
Orchid Island Capital
ORC
$1.34B
$530K ﹤0.01%
76,661
+13,821
NMRA icon
3974
Neumora Therapeutics
NMRA
$311M
$529K ﹤0.01%
274,103
+263,606
RTACU
3975
Renatus Tactical Acquisition Corp I Unit
RTACU
$189M
$529K ﹤0.01%
50,000