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
OACC
3976
Oaktree Acquisition Corp III Life Sciences
OACC
$528K ﹤0.01%
49,930
+36
HIFS icon
3977
Hingham Institution for Saving
HIFS
$634M
$528K ﹤0.01%
1,907
-4,462
JACS
3978
Jackson Acquisition Co II
JACS
$528K ﹤0.01%
+50,000
NAIL icon
3979
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$679M
$527K ﹤0.01%
15,086
+5,948
APADU
3980
DELISTED
A Paradise Acquisition Corp Unit
APADU
$527K ﹤0.01%
50,000
MLAC
3981
Mountain Lake Acquisition Corp
MLAC
$232M
$526K ﹤0.01%
49,916
+43
NECB icon
3982
Northeast Community Bancorp
NECB
$344M
$525K ﹤0.01%
22,005
-9,631
PGAC
3983
Pantages Capital Acquisition Corp
PGAC
$117M
$525K ﹤0.01%
49,971
+18
TVAIU
3984
Thayer Ventures Acquisition Corporation II Unit
TVAIU
$186M
$525K ﹤0.01%
50,000
-50,000
IBTA icon
3985
Ibotta
IBTA
$774M
$524K ﹤0.01%
17,869
-56,896
RAC
3986
Rithm Acquisition Corp
RAC
$307M
$524K ﹤0.01%
50,000
BSOL
3987
Bitwise Solana Staking ETF
BSOL
$477M
$523K ﹤0.01%
+47,460
DMAA
3988
Drugs Made In America Acquisition Corp
DMAA
$258M
$523K ﹤0.01%
49,881
+60
RDAGU
3989
Republic Digital Acquisition Co Unit
RDAGU
$523K ﹤0.01%
50,000
PAII.U
3990
Pyrophyte Acquisition Corp II Units
PAII.U
$523K ﹤0.01%
50,000
TROX icon
3991
Tronox
TROX
$1.18B
$522K ﹤0.01%
56,808
+8,556
BLUWU
3992
Blue Water Acquisition Corp III Unit
BLUWU
$262M
$522K ﹤0.01%
50,000
BCARU
3993
D. Boral ARC Acquisition I Corp Units
BCARU
$521K ﹤0.01%
49,899
-12,140
TACHU
3994
Titan Acquisition Corp Units
TACHU
$521K ﹤0.01%
50,000
CASS icon
3995
Cass Information Systems
CASS
$604M
$519K ﹤0.01%
11,810
-2,249
LOKV
3996
Live Oak Acquisition Corp V
LOKV
$303M
$519K ﹤0.01%
49,919
-49,958
IKT icon
3997
Inhibikase Therapeutics
IKT
$218M
$519K ﹤0.01%
328,518
+303,669
MBND icon
3998
State Street Nuveen Municipal Bond ETF
MBND
$27.3M
$519K ﹤0.01%
19,158
+18,161
UJUL icon
3999
Innovator US Equity Ultra Buffer ETF July
UJUL
$143M
$519K ﹤0.01%
13,779
-342
NHIC
4000
NewHold Investment Corp III
NHIC
$308M
$518K ﹤0.01%
49,926
-49,962