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
CRSR icon
4751
Corsair Gaming
CRSR
$963M
$103K ﹤0.01%
19,365
-34,725
JULT icon
4752
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$80.5M
$103K ﹤0.01%
2,397
+91
IMCR icon
4753
Immunocore
IMCR
$1.44B
$103K ﹤0.01%
3,521
-178
OACP icon
4754
OneAscent Core Plus Bond ETF
OACP
$262M
$103K ﹤0.01%
4,550
-2,985
CURI icon
4755
CuriosityStream
CURI
$164M
$103K ﹤0.01%
35,452
+19,127
PCB icon
4756
PCB Bancorp
PCB
$359M
$103K ﹤0.01%
4,550
-1,795
TRUC
4757
VanEck Communication Services TruSector ETF
TRUC
$44.2M
$103K ﹤0.01%
+4,408
STRS icon
4758
Stratus Properties
STRS
$220M
$102K ﹤0.01%
3,228
-3,568
UGL icon
4759
ProShares Ultra Gold
UGL
$763M
$102K ﹤0.01%
1,789
-14,491
BUI icon
4760
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$670M
$102K ﹤0.01%
+3,948
NMPAU
4761
NMP Acquisition Corp Units
NMPAU
$102K ﹤0.01%
10,000
-40,000
SSP icon
4762
E.W. Scripps
SSP
$312M
$102K ﹤0.01%
26,909
+848
INBK icon
4763
First Internet Bancorp
INBK
$215M
$102K ﹤0.01%
5,058
+407
ESPO icon
4764
VanEck Video Gaming and eSports ETF
ESPO
$238M
$102K ﹤0.01%
1,163
+450
QUMSU
4765
Quantumsphere Acquisition Corp Units
QUMSU
$102K ﹤0.01%
10,000
PJP icon
4766
Invesco Pharmaceuticals ETF
PJP
$345M
$101K ﹤0.01%
1,004
CGGE
4767
Capital Group Global Equity ETF
CGGE
$2.71B
$101K ﹤0.01%
3,414
+947
ATLO icon
4768
AMES National
ATLO
$264M
$101K ﹤0.01%
3,618
-5,819
CRUX
4769
Columbia Core Bond ETF
CRUX
$2.15B
$100K ﹤0.01%
+3,350
SCPQU
4770
Social Commerce Partners Corp Unit
SCPQU
$107M
$100K ﹤0.01%
10,000
CHPS icon
4771
Xtrackers Semiconductor Select Equity ETF
CHPS
$83.9M
$100K ﹤0.01%
+2,000
NMAX
4772
Newsmax Inc
NMAX
$1.18B
$99.8K ﹤0.01%
19,346
+315
LPCVU
4773
Launchpad Cadenza Acquisition Corp I Unit
LPCVU
$99.7K ﹤0.01%
10,000
PINE
4774
Alpine Income Property Trust
PINE
$325M
$99.5K ﹤0.01%
5,526
+259
XCBEU
4775
X3 Acquisition Corp Ltd Unit
XCBEU
$99.4K ﹤0.01%
+10,000