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
LNSR icon
5351
LENSAR
LNSR
$67.8M
$25.3K ﹤0.01%
4,318
+139
FSZ icon
5352
First Trust Switzerland AlphaDEX Fund
FSZ
$40.4M
$25.3K ﹤0.01%
323
-271
BTMD icon
5353
Biote Corp
BTMD
$71M
$25.3K ﹤0.01%
19,452
+2,248
NPWR icon
5354
NET Power
NPWR
$147M
$25.2K ﹤0.01%
16,902
-15,907
CDC icon
5355
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$725M
$25.2K ﹤0.01%
355
CURV icon
5356
Torrid Holdings
CURV
$163M
$25.1K ﹤0.01%
14,201
+241
CXAI icon
5357
CXApp
CXAI
$26.9M
$25.1K ﹤0.01%
125,678
+125,625
MERC icon
5358
Mercer International
MERC
$56.3M
$24.9K ﹤0.01%
18,470
-6,910
MYPS icon
5359
PLAYSTUDIOS Inc
MYPS
$78.5M
$24.9K ﹤0.01%
49,734
-75,652
EHTH icon
5360
eHealth
EHTH
$54.9M
$24.8K ﹤0.01%
19,038
-14,984
MAPS
5361
DELISTED
WM TECHNOLOGY INC A
MAPS
$24.7K ﹤0.01%
39,238
-478,792
NXXT
5362
NextNRG Inc
NXXT
$92.2M
$24.5K ﹤0.01%
61,210
+27,440
FLCG
5363
Federated Hermes MDT Large Cap Growth ETF
FLCG
$550M
$24.3K ﹤0.01%
844
-205
TLRY icon
5364
Tilray
TLRY
$591M
$24.3K ﹤0.01%
4,049
+4,028
EIS icon
5365
iShares MSCI Israel ETF
EIS
$924M
$24.3K ﹤0.01%
220
+34
CGIC
5366
Capital Group International Core Equity ETF
CGIC
$1.9B
$24.2K ﹤0.01%
755
-265
IONR
5367
Ioneer
IONR
$310M
$24.1K ﹤0.01%
+5,386
AARD
5368
Aardvark Therapeutics
AARD
$80.3M
$24.1K ﹤0.01%
6,617
-266
LFT
5369
Lument Finance Trust
LFT
$53.5M
$24K ﹤0.01%
18,718
-31,978
SMCO icon
5370
Hilton Small-MidCap Opportunity ETF
SMCO
$134M
$23.9K ﹤0.01%
+900
JENA.RT
5371
Jena Acquisition Corp II Rights
JENA.RT
$23.8K ﹤0.01%
140,000
NL icon
5372
NLI Holdings, Inc.
NL
$294M
$23.6K ﹤0.01%
4,063
-8,931
CBC
5373
Central Bancompany Inc
CBC
$6.84B
$23.4K ﹤0.01%
+990
HAIN icon
5374
Hain Celestial
HAIN
$65.8M
$23.3K ﹤0.01%
36,814
+629
CVY icon
5375
Invesco Zacks Multi-Asset Income ETF
CVY
$121M
$23.2K ﹤0.01%
869
-4