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
STRK
4426
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$477M
$205K ﹤0.01%
3,446
LQDH icon
4427
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$512M
$205K ﹤0.01%
2,227
-18,115
SECT icon
4428
Main Sector Rotation ETF
SECT
$2.69B
$204K ﹤0.01%
3,482
DIAL icon
4429
Columbia Diversified Fixed Income Allocation ETF
DIAL
$414M
$204K ﹤0.01%
11,343
+788
KMDA icon
4430
Kamada
KMDA
$414M
$203K ﹤0.01%
25,192
-32,086
PSCH icon
4431
Invesco S&P SmallCap Health Care ETF
PSCH
$133M
$203K ﹤0.01%
5,188
+5,138
FSUN
4432
FirstSun Capital Bancorp
FSUN
$1.67B
$203K ﹤0.01%
5,667
+108
WSTNU
4433
Westin Acquisition Corp Units
WSTNU
$53.6M
$203K ﹤0.01%
+20,000
LFMD icon
4434
LifeMD
LFMD
$236M
$202K ﹤0.01%
56,127
-4,697
ASA
4435
ASA Gold and Precious Metals
ASA
$1.06B
$202K ﹤0.01%
+3,494
GMTL
4436
Guardian Metal Resources
GMTL
$551M
$202K ﹤0.01%
+12,298
IAPR icon
4437
Innovator International Developed Power Buffer ETF April
IAPR
$197M
$202K ﹤0.01%
6,446
+6,309
NB
4438
NioCorp Developments
NB
$747M
$201K ﹤0.01%
48,021
+4,977
ABX
4439
Abacus Global Management
ABX
$840M
$200K ﹤0.01%
25,103
+8,256
EQAL icon
4440
Invesco Russell 1000 Equal Weight ETF
EQAL
$797M
$200K ﹤0.01%
+3,700
MFIN icon
4441
Medallion Financial
MFIN
$228M
$199K ﹤0.01%
23,524
-15,702
FVR
4442
FrontView REIT
FVR
$426M
$199K ﹤0.01%
13,036
-16,026
NVBW icon
4443
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$98.1M
$199K ﹤0.01%
6,050
-926
MGTX icon
4444
MeiraGTx Holdings
MGTX
$833M
$197K ﹤0.01%
24,338
+392
XHS icon
4445
State Street SPDR S&P Health Care Services ETF
XHS
$104M
$197K ﹤0.01%
+2,000
FULC icon
4446
Fulcrum Therapeutics
FULC
$246M
$196K ﹤0.01%
29,792
+9,003
LEGH icon
4447
Legacy Housing
LEGH
$567M
$195K ﹤0.01%
9,690
-16,697
WRN
4448
Western Copper and Gold
WRN
$560M
$195K ﹤0.01%
+81,612
BOAT icon
4449
SonicShares Global Shipping ETF
BOAT
$80M
$195K ﹤0.01%
4,934
-771
CDNL
4450
Cardinal Infrastructure Group
CDNL
$925M
$195K ﹤0.01%
5,208
+5,159