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
RDAG
4026
Republic Digital Acquisition Co
RDAG
$388M
$510K ﹤0.01%
49,894
+54
GTEN
4027
Gores Holdings X
GTEN
$470M
$510K ﹤0.01%
49,872
+75
OTGAU
4028
OTG Acquisition Corp I Unit
OTGAU
$214M
$510K ﹤0.01%
50,000
KOYNU
4029
CSLM Digital Asset Acquisition Corp III Units
KOYNU
$214M
$509K ﹤0.01%
50,079
-9
BACC
4030
Blue Acquisition Corp
BACC
$292M
$509K ﹤0.01%
49,926
+37
LRGE icon
4031
ClearBridge Large Cap Growth Select ETF
LRGE
$441M
$509K ﹤0.01%
7,014
+5,616
FCRS.U
4032
FutureCrest Acquisition Corp Units
FCRS.U
$509K ﹤0.01%
50,000
MKLYU
4033
McKinley Acquisition Corp Units
MKLYU
$155M
$508K ﹤0.01%
50,000
-50,000
FXR icon
4034
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$674M
$506K ﹤0.01%
6,413
-2,195
WTGUU
4035
Wintergreen Acquisition Corp Unit
WTGUU
$54.8M
$506K ﹤0.01%
50,000
AEAQU
4036
Activate Energy Acquisition Corp Unit
AEAQU
$505K ﹤0.01%
50,000
APXTU
4037
Apex Treasury Corp Units
APXTU
$256M
$505K ﹤0.01%
50,000
GPACU
4038
General Purpose Acquisition Corp Units
GPACU
$505K ﹤0.01%
50,000
-66,667
AGRO icon
4039
Adecoagro
AGRO
$1.65B
$504K ﹤0.01%
33,064
+29,984
SBXE.U
4040
SilverBox Corp V Units
SBXE.U
$504K ﹤0.01%
50,000
-116,667
EDN
4041
Edenor
EDN
$1.1B
$504K ﹤0.01%
18,005
+9,006
JHMD icon
4042
John Hancock Multifactor Developed International ETF
JHMD
$926M
$503K ﹤0.01%
12,240
-767
FXE icon
4043
Invesco CurrencyShares Euro Currency Trust
FXE
$404M
$503K ﹤0.01%
4,750
-2,396
DNMXU
4044
Dynamix Corporation III Unit
DNMXU
$178M
$502K ﹤0.01%
50,000
BLRKU
4045
Bluerock Acquisition Corp Unit
BLRKU
$151M
$502K ﹤0.01%
50,000
KRAQU
4046
KRAKacquisition Corp Unit
KRAQU
$502K ﹤0.01%
+50,000
VPG icon
4047
Vishay Precision Group
VPG
$1.55B
$501K ﹤0.01%
12,317
-94,544
CMDB
4048
Costamare Bulkers Holdings
CMDB
$408M
$501K ﹤0.01%
32,411
-16,630
INDI icon
4049
indie Semiconductor
INDI
$862M
$501K ﹤0.01%
164,135
-75,016
TE
4050
T1 Energy Inc
TE
$2.61B
$500K ﹤0.01%
89,027
+29,498