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
SIXA icon
4326
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$483M
$257K ﹤0.01%
5,000
AXINU
4327
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$201M
$257K ﹤0.01%
25,000
INACU
4328
Indigo Acquisition Corp Unit
INACU
$257K ﹤0.01%
25,000
HTT
4329
High Templar Tech Ltd
HTT
$463M
$257K ﹤0.01%
128,941
-5,589
VNMEU
4330
Vendome Acquisition Corp I Unit
VNMEU
$257K ﹤0.01%
25,000
SCIIU
4331
SC II Acquisition Corp Units
SCIIU
$257K ﹤0.01%
25,000
-25,000
SOUL
4332
Soulpower Acquisition Corp
SOUL
$351M
$256K ﹤0.01%
25,000
-25,000
MDIA icon
4333
Mediaco Holding
MDIA
$64.8M
$255K ﹤0.01%
383,403
-949,115
FXN icon
4334
First Trust Energy AlphaDEX Fund
FXN
$1.24B
$255K ﹤0.01%
11,211
+8,133
CSM icon
4335
ProShares Large Cap Core Plus
CSM
$511M
$255K ﹤0.01%
3,491
+3,122
ABCL icon
4336
AbCellera Biologics
ABCL
$1.95B
$255K ﹤0.01%
77,618
+4
FIP icon
4337
FTAI Infrastructure
FIP
$510M
$254K ﹤0.01%
53,848
-96,741
SPCE icon
4338
Virgin Galactic
SPCE
$493M
$253K ﹤0.01%
116,726
-36,694
SSACU
4339
SPACSphere Acquisition Corp Unit
SSACU
$156M
$252K ﹤0.01%
+25,000
KRO icon
4340
KRONOS Worldwide
KRO
$789M
$252K ﹤0.01%
39,307
+9,925
ZGN icon
4341
Zegna
ZGN
$4B
$251K ﹤0.01%
25,527
+837
DSACU
4342
Daedalus Special Acquisition Corp Unit
DSACU
$251K ﹤0.01%
25,000
NVBU
4343
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$36M
$251K ﹤0.01%
9,033
-256
HCMA
4344
HCM III Acquisition Corp
HCMA
$346M
$250K ﹤0.01%
24,813
IBMS
4345
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$295M
$250K ﹤0.01%
+9,689
UXJL
4346
FT Vest U.S. Equity Uncapped Accelerator ETF - July
UXJL
$5.38M
$250K ﹤0.01%
+8,273
LEGO.U
4347
Legato Merger Corp IV Units
LEGO.U
$250K ﹤0.01%
+25,000
ITIC icon
4348
Investors Title Co
ITIC
$445M
$249K ﹤0.01%
1,137
-397
ACEL icon
4349
Accel Entertainment
ACEL
$982M
$249K ﹤0.01%
23,155
+1,151
SG icon
4350
Sweetgreen
SG
$876M
$249K ﹤0.01%
51,982
-492,977