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
SND icon
5301
Smart Sand
SND
$234M
$28.8K ﹤0.01%
5,508
+3,434
MYCJ
5302
State Street My2030 Corporate Bond ETF
MYCJ
$40.5M
$28.7K ﹤0.01%
+1,162
FAX
5303
abrdn Asia-Pacific Income Fund
FAX
$590M
$28.5K ﹤0.01%
2,000
-82
FCG icon
5304
First Trust Natural Gas ETF
FCG
$729M
$28.4K ﹤0.01%
880
+780
IEAGR
5305
Infinite Eagle Acquisition Corp Rights
IEAGR
$28.4K ﹤0.01%
+157,793
GALT icon
5306
Galectin Therapeutics
GALT
$153M
$28.4K ﹤0.01%
11,043
LYEL icon
5307
Lyell Immunopharma
LYEL
$279M
$28.3K ﹤0.01%
1,468
-148
GBTC icon
5308
Grayscale Bitcoin Trust
GBTC
$9.08B
$28.3K ﹤0.01%
547
-775
FTBD icon
5309
Fidelity Tactical Bond ETF
FTBD
$36.7M
$28.3K ﹤0.01%
578
+169
BRCC icon
5310
BRC Inc
BRCC
$151M
$28.2K ﹤0.01%
37,583
+644
CVGI icon
5311
Commercial Vehicle Group
CVGI
$162M
$28.2K ﹤0.01%
8,826
+6,965
GLND
5312
Greenland Energy Co
GLND
$115M
$28.1K ﹤0.01%
+2,500
RBKB icon
5313
Rhinebeck Bancorp
RBKB
$182M
$28.1K ﹤0.01%
1,835
+31
AISP
5314
Airship AI Holdings
AISP
$95.1M
$28K ﹤0.01%
13,546
-36,189
MYLD icon
5315
Cambria Micro and SmallCap Shareholder Yield ETF
MYLD
$24.4M
$28K ﹤0.01%
+1,013
MNOV icon
5316
MediciNova
MNOV
$64.5M
$28K ﹤0.01%
20,576
+20,000
MXCT icon
5317
MaxCyte
MXCT
$122M
$27.8K ﹤0.01%
41,092
+704
FORR icon
5318
Forrester Research
FORR
$136M
$27.7K ﹤0.01%
4,879
-194,712
MKTW icon
5319
MarketWise
MKTW
$43.5M
$27.6K ﹤0.01%
1,418
-901
NEN icon
5320
New England Realty Associates
NEN
$209M
$27.5K ﹤0.01%
450
RWLC
5321
Rayliant NxtGen Multifactor US Equity ETF
RWLC
$93.7M
$27.4K ﹤0.01%
882
GPIQ icon
5322
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.47B
$27.4K ﹤0.01%
571
+501
MPX
5323
DELISTED
Marine Products Corp
MPX
$27.3K ﹤0.01%
3,757
-277
CSMD icon
5324
Congress SMid Growth ETF
CSMD
$451M
$27.3K ﹤0.01%
919
EEX icon
5325
Emerald Holding
EEX
$984M
$27.2K ﹤0.01%
5,987
+82