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
STIM icon
5326
Neuronetics
STIM
$89.8M
$27.2K ﹤0.01%
21,429
+4,853
ARAY icon
5327
Accuray
ARAY
$40.7M
$27.2K ﹤0.01%
79,843
+39,537
TSLQ icon
5328
Tradr TSLA Bear Daily ETF
TSLQ
$1.1B
$27.1K ﹤0.01%
+1,000
SPKLW
5329
Spark I Acquisition Corp Warrant
SPKLW
$1.53M
0
GDEC icon
5330
FT Vest US Equity Moderate Buffer ETF December
GDEC
$433M
$26.9K ﹤0.01%
740
-13,524
TMCI icon
5331
Treace Medical Concepts
TMCI
$228M
$26.9K ﹤0.01%
22,447
-41,069
TUSK icon
5332
Mammoth Energy Services
TUSK
$160M
$26.9K ﹤0.01%
10,275
-155,709
BTT icon
5333
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$26.9K ﹤0.01%
+1,200
RFG icon
5334
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$349M
$26.4K ﹤0.01%
500
-150
HGTY icon
5335
Hagerty
HGTY
$1.06B
$26.4K ﹤0.01%
2,522
-18,154
UEIC icon
5336
Universal Electronics
UEIC
$49.6M
$26.4K ﹤0.01%
6,415
-4
BAMD icon
5337
Brookstone Dividend Stock ETF
BAMD
$95.9M
$26.3K ﹤0.01%
+851
INCO icon
5338
Columbia India Consumer ETF
INCO
$217M
$26.2K ﹤0.01%
491
+356
ATS icon
5339
ATS Corp
ATS
$2.61B
$26.1K ﹤0.01%
963
+410
GMF icon
5340
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$394M
$26.1K ﹤0.01%
197
-30
CGSM icon
5341
Capital Group Short Duration Municipal Income ETF
CGSM
$1.21B
$26K ﹤0.01%
988
-1,195
RNAC icon
5342
Cartesian Therapeutics
RNAC
$172M
$25.9K ﹤0.01%
4,413
-1,476
DOGG icon
5343
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$72.8M
$25.9K ﹤0.01%
+1,200
TEAD
5344
Teads Holding Co
TEAD
$118M
$25.8K ﹤0.01%
39,602
-3,233
GQQQ
5345
Astoria US Quality Growth Kings ETF
GQQQ
$139M
$25.6K ﹤0.01%
+923
IVVD icon
5346
Invivyd
IVVD
$303M
$25.6K ﹤0.01%
21,534
-627
CNTX icon
5347
Context Therapeutics
CNTX
$161M
$25.5K ﹤0.01%
+10,422
BCSF icon
5348
Bain Capital Specialty
BCSF
$830M
$25.5K ﹤0.01%
2,083
-31,767
VMET
5349
Versamet Royalties Corp
VMET
$1.32B
$25.4K ﹤0.01%
+2,426
OPENW
5350
Opendoor Technologies Inc Series K Warrants
OPENW
$18.2M
0