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
SNXX
4576
Tradr 2X Long SNDK Daily ETF
SNXX
$294M
$150K ﹤0.01%
+5,000
FHEQ icon
4577
Fidelity Hedged Equity ETF
FHEQ
$867M
$149K ﹤0.01%
+5,151
BRHY
4578
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$99M
$149K ﹤0.01%
+2,974
MCFT icon
4579
MasterCraft Boat Holdings
MCFT
$532M
$149K ﹤0.01%
7,226
+578
ZSL icon
4580
ProShares UltraShort Silver
ZSL
$129M
$149K ﹤0.01%
+5,663
CLM icon
4581
Cornerstone Strategic Value Fund
CLM
$2.25B
$148K ﹤0.01%
21,285
+18,253
NVEC icon
4582
NVE Corp
NVEC
$494M
$148K ﹤0.01%
2,279
-15,087
BSMT icon
4583
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$273M
$148K ﹤0.01%
6,431
-840
MPLT
4584
MapLight Therapeutics
MPLT
$1.27B
$147K ﹤0.01%
7,869
+1,126
FID icon
4585
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$161M
$147K ﹤0.01%
7,177
+432
DSGN icon
4586
Design Therapeutics
DSGN
$665M
$147K ﹤0.01%
14,134
-317
AURA icon
4587
Aura Biosciences
AURA
$685M
$146K ﹤0.01%
23,535
+416
MTLS
4588
Materialise
MTLS
$382M
$146K ﹤0.01%
30,335
-5,331
USSE icon
4589
Segall Bryant & Hamill Select Equity ETF
USSE
$355M
$144K ﹤0.01%
4,495
+2,224
ALFUW
4590
Centurion Acquisition Corp Warrant
ALFUW
$2.45M
0
CXDO icon
4591
Crexendo
CXDO
$245M
$144K ﹤0.01%
23,976
+16,873
FRBA icon
4592
First Bank
FRBA
$401M
$143K ﹤0.01%
9,000
-5,450
BSJQ icon
4593
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.04B
$143K ﹤0.01%
+6,208
BASG
4594
Brown Advisory Sustainable Growth ETF
BASG
$486M
$143K ﹤0.01%
+6,500
FICS icon
4595
First Trust International Developed Capital Strength ETF
FICS
$210M
$143K ﹤0.01%
3,744
-1,539
GTENW
4596
Gores Holdings X Warrants
GTENW
0
FAUG icon
4597
FT Vest US Equity Buffer ETF August
FAUG
$1.17B
$142K ﹤0.01%
2,789
-37
MILN
4598
Global X Millennial Consumer ETF
MILN
$94.8M
$142K ﹤0.01%
3,591
+2,900
AVXL icon
4599
Anavex Life Sciences
AVXL
$238M
$141K ﹤0.01%
50,169
-6,368
PKX icon
4600
POSCO
PKX
$18.6B
$141K ﹤0.01%
2,504
+352