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
XYF
5076
X Financial
XYF
$181M
$54.6K ﹤0.01%
14,073
-27,985
FDIG icon
5077
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$266M
$54.4K ﹤0.01%
1,757
+1,584
KVACW icon
5078
Keen Vision Acquisition Corp Warrant
KVACW
0
RTH icon
5079
VanEck Retail ETF
RTH
$249M
$54.1K ﹤0.01%
+220
FURY
5080
Fury Gold Mines
FURY
$98.5M
$53.8K ﹤0.01%
93,422
+13,800
TBRG icon
5081
TruBridge
TBRG
$391M
$53.8K ﹤0.01%
3,843
-1,236
SDOG icon
5082
ALPS Sector Dividend Dogs ETF
SDOG
$1.38B
$53.8K ﹤0.01%
836
+17
PTH icon
5083
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$112M
$53.6K ﹤0.01%
1,154
TRAK icon
5084
ReposiTrak
TRAK
$183M
$53.4K ﹤0.01%
7,177
+2,662
CORZZ icon
5085
Core Scientific Inc Tranche 2 Warrants
CORZZ
$2.1B
0
SNWV
5086
SANUWAVE Health Inc
SNWV
$127M
$53K ﹤0.01%
3,048
+41
NVNO
5087
enVVeno Medical
NVNO
$6.82M
$52.9K ﹤0.01%
5,209
HIMX
5088
Himax Technologies
HIMX
$3.5B
$52.9K ﹤0.01%
7,066
-45,204
SLND icon
5089
Southland Holdings
SLND
$60.2M
$52.7K ﹤0.01%
29,298
+14,197
PBW icon
5090
Invesco WilderHill Clean Energy ETF
PBW
$511M
$52.6K ﹤0.01%
1,748
+232
FPX icon
5091
First Trust US Equity Opportunities ETF
FPX
$1.4B
$52.2K ﹤0.01%
342
CMPS
5092
Compass Pathways
CMPS
$1.63B
$52.1K ﹤0.01%
9,949
-511
FOSL icon
5093
Fossil Group
FOSL
$234M
$52K ﹤0.01%
12,860
+11,207
ABLG
5094
Abacus FCF International Leaders ETF
ABLG
$16.4M
$51.9K ﹤0.01%
1,814
-111
LPRO icon
5095
Open Lending Corp
LPRO
$249M
$51.6K ﹤0.01%
41,984
-82,092
PMTS icon
5096
CPI Card Group
PMTS
$196M
$51.5K ﹤0.01%
3,562
+1,113
CHMI
5097
Cherry Hill Mortgage Investment Corp
CHMI
$86.3M
$51.4K ﹤0.01%
20,074
MBOX icon
5098
Freedom Day Dividend ETF
MBOX
$142M
$51.3K ﹤0.01%
1,418
ECBK icon
5099
ECB Bancorp
ECBK
$159M
$50.9K ﹤0.01%
3,083
-958
SBFG icon
5100
SB Financial Group
SBFG
$139M
$50.9K ﹤0.01%
2,397
-1,035