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
ATYR
5276
aTyr Pharma
ATYR
$46.1M
$30.7K ﹤0.01%
41,987
-68,386
SSSS icon
5277
SuRo Capital
SSSS
$358M
$30.7K ﹤0.01%
3,085
-20,851
HURA
5278
TuHURA Biosciences
HURA
$125M
$30.6K ﹤0.01%
17,704
+4,157
BBBY.WS
5279
Bed Bath & Beyond Warrants
BBBY.WS
0
SGML icon
5280
Sigma Lithium
SGML
$1.49B
$30.5K ﹤0.01%
2,558
-47
QMOM icon
5281
Alpha Architect US Quantitative Momentum ETF
QMOM
$450M
$30.4K ﹤0.01%
472
-14
LAKE icon
5282
Lakeland Industries
LAKE
$91.5M
$30.2K ﹤0.01%
3,867
+329
USDU icon
5283
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$392M
$30.1K ﹤0.01%
1,135
+135
FLWS icon
5284
1-800-Flowers.com
FLWS
$278M
$30K ﹤0.01%
9,773
-1,645
BACCR
5285
Blue Acquisition Corp Right
BACCR
$30K ﹤0.01%
100,000
ANVS icon
5286
Annovis Bio
ANVS
$80.4M
$29.9K ﹤0.01%
14,900
USL icon
5287
United States 12 Month Oil Fund,
USL
$52.4M
$29.9K ﹤0.01%
595
+150
AXIA.PRC
5288
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$21.4B
$29.8K ﹤0.01%
2,906
+1,674
FSP
5289
Franklin Street Properties
FSP
$59.4M
$29.8K ﹤0.01%
43,844
-56,327
VIRC icon
5290
Virco
VIRC
$91.7M
$29.8K ﹤0.01%
4,749
-17,620
LGCY
5291
Legacy Education Inc
LGCY
$140M
$29.7K ﹤0.01%
2,421
-1,090
NJUL icon
5292
Innovator Growth-100 Power Buffer ETF July
NJUL
$213M
$29.7K ﹤0.01%
424
-8,910
BSCS icon
5293
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.48B
$29.7K ﹤0.01%
1,456
-5,677
IHY icon
5294
VanEck International High Yield Bond ETF
IHY
$43.2M
$29.7K ﹤0.01%
1,399
+791
POWA icon
5295
Invesco Bloomberg Pricing Power ETF
POWA
$176M
$29.7K ﹤0.01%
+350
GOSS icon
5296
Gossamer Bio
GOSS
$41.1M
$29.7K ﹤0.01%
92,690
-336,213
XYLD icon
5297
Global X S&P 500 Covered Call ETF
XYLD
$3.15B
$29.4K ﹤0.01%
767
+287
MSIF
5298
MSC Income Fund Inc
MSIF
$538M
$29.4K ﹤0.01%
2,404
+414
VGUS
5299
Vanguard Ultra-Short Treasury ETF
VGUS
$989M
$29.2K ﹤0.01%
+386
PROP icon
5300
Prairie Operating Co
PROP
$81.1M
$29K ﹤0.01%
14,549
+2,181