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
IMMR icon
4301
Immersion
IMMR
$211M
$275K ﹤0.01%
50,322
+38,154
BSCQ icon
4302
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.82B
$274K ﹤0.01%
14,024
-15,230
CRTO icon
4303
Criteo
CRTO
$891M
$273K ﹤0.01%
15,645
-198,421
UNIY icon
4304
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.28B
$273K ﹤0.01%
5,660
DIEM icon
4305
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$57.7M
$272K ﹤0.01%
7,967
-105
SIXP icon
4306
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$49.3M
$271K ﹤0.01%
8,811
+2,033
EEMS icon
4307
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$376M
$270K ﹤0.01%
4,004
-268
RSKD icon
4308
Riskified
RSKD
$684M
$270K ﹤0.01%
70,241
-162,281
CCBG icon
4309
Capital City Bank Group
CCBG
$775M
$269K ﹤0.01%
6,199
-48,219
MCBS icon
4310
MetroCity Bankshares
MCBS
$968M
$269K ﹤0.01%
9,396
-6,002
FCOM icon
4311
Fidelity MSCI Communication Services Index ETF
FCOM
$1.75B
$266K ﹤0.01%
4,045
-1,228
PFIS icon
4312
Peoples Financial Services
PFIS
$602M
$266K ﹤0.01%
5,000
-6,245
DRUG
4313
Bright Minds Biosciences
DRUG
$677M
$265K ﹤0.01%
3,877
+1,361
GOTU icon
4314
Gaotu Techedu
GOTU
$377M
$265K ﹤0.01%
135,868
-29,147
VFQY icon
4315
Vanguard US Quality Factor ETF
VFQY
$460M
$263K ﹤0.01%
1,802
+12
XRPN
4316
Armada Acquisition Corp II
XRPN
$329M
$262K ﹤0.01%
25,431
-24,442
TOPT
4317
iShares Top 20 U.S. Stocks ETF
TOPT
$642M
$262K ﹤0.01%
+9,461
EGHAU
4318
EGH Acquisition Corp Unit
EGHAU
$261K ﹤0.01%
25,000
SVACU
4319
Spring Valley Acquisition Corp III Unit
SVACU
$226M
$261K ﹤0.01%
25,000
-25,000
AQST icon
4320
Aquestive Therapeutics
AQST
$493M
$260K ﹤0.01%
64,438
-314,979
GTERU
4321
Globa Terra Acquisition Corp Units
GTERU
$259K ﹤0.01%
25,000
CTWO
4322
COtwo Advisors Physical European Carbon Allowance Trust
CTWO
$1.72M
$258K ﹤0.01%
+16,275
ETH
4323
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.43B
$258K ﹤0.01%
13,453
+4,817
LATAU
4324
Galata Acquisition Corp. II Units
LATAU
$154M
$258K ﹤0.01%
25,000
SDHI
4325
Siddhi Acquisition Corp
SDHI
$257K ﹤0.01%
24,901
-24,886