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
NJUN
4126
Innovator Growth-100 Power Buffer ETF - June
NJUN
$53M
$424K ﹤0.01%
13,765
-525
KRSP
4127
Rice Acquisition Corporation 3
KRSP
$479M
$423K ﹤0.01%
41,061
-138
QMAR icon
4128
FT Vest Growth-100 Buffer ETF March
QMAR
$546M
$423K ﹤0.01%
+12,890
QTEC icon
4129
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.51B
$419K ﹤0.01%
2,022
-2,538
OLP
4130
One Liberty Properties
OLP
$525M
$419K ﹤0.01%
19,360
-9,696
GLRE icon
4131
Greenlight Captial
GLRE
$515M
$418K ﹤0.01%
24,606
-8,365
XNTK icon
4132
State Street SPDR NYSE Technology ETF
XNTK
$2.12B
$417K ﹤0.01%
1,707
+89
RWT
4133
Redwood Trust
RWT
$667M
$416K ﹤0.01%
77,396
+8,984
FXZ icon
4134
First Trust Materials AlphaDEX Fund
FXZ
$427M
$416K ﹤0.01%
+5,620
YB
4135
Yuanbao Inc
YB
$676M
$416K ﹤0.01%
24,036
+3,370
FBIZ icon
4136
First Business Financial Services
FBIZ
$486M
$416K ﹤0.01%
7,679
-6,901
CLBK icon
4137
Columbia Financial
CLBK
$2.11B
$415K ﹤0.01%
23,950
-52,725
FJAN icon
4138
FT Vest US Equity Buffer ETF January
FJAN
$1.38B
$414K ﹤0.01%
8,389
+3,975
MCGAU
4139
Yorkville Acquisition Corp Unit
MCGAU
$157M
$413K ﹤0.01%
40,000
GERN icon
4140
Geron
GERN
$751M
$411K ﹤0.01%
291,838
+27,360
AIIA.U
4141
AI Infrastructure Acquisition Corp Units
AIIA.U
$410K ﹤0.01%
40,000
OMER icon
4142
Omeros
OMER
$709M
$409K ﹤0.01%
41,720
+4,529
SVRA icon
4143
Savara
SVRA
$1.04B
$408K ﹤0.01%
80,709
+7,650
FLIA icon
4144
Franklin International Aggregate Bond ETF
FLIA
$746M
$407K ﹤0.01%
20,164
+299
KURA icon
4145
Kura Oncology
KURA
$776M
$406K ﹤0.01%
52,572
+12,471
WENN
4146
Wen Acquisition Corp
WENN
$386M
$406K ﹤0.01%
39,894
+54
MMTXU
4147
Miluna Acquisition Corp Units
MMTXU
$406K ﹤0.01%
40,000
HAVAU
4148
Harvard Ave Acquisition Corporation Unit
HAVAU
$188M
$405K ﹤0.01%
40,000
QJUN icon
4149
FT Vest Growth-100 Buffer ETF June
QJUN
$640M
$405K ﹤0.01%
+13,261
OUSA icon
4150
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$738M
$405K ﹤0.01%
7,376
+270