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
EELV icon
4176
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$428M
$378K ﹤0.01%
13,757
+2,411
NBN icon
4177
Northeast Bank
NBN
$1.02B
$378K ﹤0.01%
3,439
-17,987
TSAT icon
4178
Telesat
TSAT
$678M
$377K ﹤0.01%
11,204
+4,087
FTLS icon
4179
First Trust Long/Short Equity ETF
FTLS
$2.33B
$376K ﹤0.01%
5,416
+249
ABUS icon
4180
Arbutus Biopharma
ABUS
$840M
$374K ﹤0.01%
87,049
-10,826
PFF icon
4181
iShares Preferred and Income Securities ETF
PFF
$13.6B
$374K ﹤0.01%
12,420
-1,039
POLE
4182
Andretti Acquisition Corp II
POLE
$317M
$372K ﹤0.01%
34,916
-14,957
VCRB icon
4183
Vanguard Core Bond ETF
VCRB
$6.58B
$370K ﹤0.01%
+4,801
INSG icon
4184
Inseego
INSG
$186M
$370K ﹤0.01%
34,451
-127
RHLD
4185
Resolute Holdings Management
RHLD
$980M
$369K ﹤0.01%
2,423
+307
VTEC icon
4186
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.45B
$368K ﹤0.01%
3,728
+2,474
ALT icon
4187
Altimmune
ALT
$527M
$367K ﹤0.01%
127,498
+22,966
TFSL icon
4188
TFS Financial
TFSL
$4.6B
$367K ﹤0.01%
26,715
+3,298
DAAQ
4189
Digital Asset Acquisition Corp
DAAQ
$238M
$367K ﹤0.01%
35,843
+5,935
FYT icon
4190
First Trust Small Cap Value AlphaDEX Fund
FYT
$175M
$365K ﹤0.01%
5,993
+2,872
OM icon
4191
Outset Medical
OM
$84.9M
$365K ﹤0.01%
100,977
-8,399
API
4192
Agora
API
$407M
$364K ﹤0.01%
105,331
+30,349
TECB icon
4193
iShares US Tech Breakthrough Multisector ETF
TECB
$487M
$364K ﹤0.01%
6,790
+5,800
PPH icon
4194
VanEck Pharmaceutical ETF
PPH
$961M
$360K ﹤0.01%
3,529
+41
URGN icon
4195
UroGen Pharma
URGN
$1.31B
$359K ﹤0.01%
21,122
-125,149
FTXL icon
4196
First Trust Nasdaq Semiconductor ETF
FTXL
$2.36B
$359K ﹤0.01%
2,574
+975
SERV
4197
Serve Robotics
SERV
$659M
$358K ﹤0.01%
46,331
+1,718
SQQQ icon
4198
ProShares UltraPro Short QQQ
SQQQ
$2.53B
$358K ﹤0.01%
+4,003
ILOW
4199
AB International Low Volatility Equity ETF
ILOW
$1.75B
$356K ﹤0.01%
8,613
-16,686
ARLU icon
4200
AllianzIM US Equity Buffer15 Uncapped Apr ETF
ARLU
$53.8M
$355K ﹤0.01%
12,742
+1,001