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
AVIV icon
5251
Avantis International Large Cap Value ETF
AVIV
$1.74B
$33.5K ﹤0.01%
462
+7
CBNA
5252
Chain Bridge Bancorp
CBNA
$238M
$33.4K ﹤0.01%
937
-1,515
BKUI icon
5253
BNY Mellon Ultra Short Income ETF
BKUI
$571M
$33.2K ﹤0.01%
+668
JYNT icon
5254
The Joint Corp
JYNT
$118M
$33.2K ﹤0.01%
3,888
-2,051
AVBH
5255
Avidbank Holdings
AVBH
$341M
$33K ﹤0.01%
1,182
+20
DRTS icon
5256
Alpha Tau Medical
DRTS
$845M
$32.9K ﹤0.01%
+5,020
BAERW icon
5257
Bridger Aerospace Warrant
BAERW
$13.7M
0
BILI icon
5258
Bilibili
BILI
$7.28B
$32.8K ﹤0.01%
1,511
-1,692
CATH icon
5259
Global X S&P 500 Catholic Values ETF
CATH
$1.24B
$32.7K ﹤0.01%
431
+232
GOCO icon
5260
GoHealth
GOCO
$11.2M
$32.6K ﹤0.01%
21,311
+12,525
DMRC icon
5261
Digimarc Corporation Common Stock
DMRC
$303M
$32.6K ﹤0.01%
7,258
-12,694
ZTAX icon
5262
X-Square Municipal Income Tax Free ETF
ZTAX
$32.3K ﹤0.01%
+1,247
MUSI icon
5263
American Century Multisector Income ETF
MUSI
$219M
$32.3K ﹤0.01%
+743
CPSS icon
5264
Consumer Portfolio Services
CPSS
$205M
$32.2K ﹤0.01%
4,140
-5,590
REM icon
5265
iShares Mortgage Real Estate ETF
REM
$546M
$32.1K ﹤0.01%
1,536
-5,494
CVKD icon
5266
Cadrenal Therapeutics
CVKD
$13.7M
$31.9K ﹤0.01%
7,500
DXYZ
5267
Destiny Tech100
DXYZ
$1.27B
$31.4K ﹤0.01%
+1,175
IMRX icon
5268
Immuneering
IMRX
$276M
$31.3K ﹤0.01%
6,419
-346
ISMF
5269
iShares Managed Futures Active ETF
ISMF
$59M
$31.3K ﹤0.01%
+1,150
AXIA.PR
5270
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$24.2B
$31.3K ﹤0.01%
2,674
-100
GAMB icon
5271
Gambling.com
GAMB
$83.5M
$31K ﹤0.01%
8,341
-659
CTNM
5272
Contineum Therapeutics
CTNM
$430M
$31K ﹤0.01%
2,488
+696
BLZRU
5273
Trailblazer Acquisition Corp Unit
BLZRU
$205M
$30.9K ﹤0.01%
3,027
-8
AAPR icon
5274
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$73.4M
$30.7K ﹤0.01%
1,067
-24,654
SRZN icon
5275
Surrozen
SRZN
$250M
$30.7K ﹤0.01%
+1,119