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
DEFT
5401
Defi Technologies
DEFT
$214M
$21.2K ﹤0.01%
+41,170
BKHAU
5402
Black Hawk Acquisition Corp Units
BKHAU
$105M
$21.1K ﹤0.01%
+1,799
XSLV icon
5403
Invesco S&P SmallCap Low Volatility ETF
XSLV
$235M
$21K ﹤0.01%
+449
EXFY icon
5404
Expensify
EXFY
$111M
$21K ﹤0.01%
25,497
-33,865
ORMP icon
5405
Oramed Pharmaceuticals
ORMP
$152M
$21K ﹤0.01%
6,389
-10,889
EDD
5406
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$349M
$20.8K ﹤0.01%
4,100
HBIO icon
5407
Harvard Bioscience
HBIO
$28M
$20.8K ﹤0.01%
4,463
+4,267
TYG
5408
Tortoise Energy Infrastructure Corp
TYG
$929M
$20.8K ﹤0.01%
416
MSTY icon
5409
YieldMax MSTR Option Income Strategy ETF
MSTY
$988M
$20.8K ﹤0.01%
+1,000
AMWL icon
5410
American Well
AMWL
$144M
$20.7K ﹤0.01%
4,004
+1,230
NDLS icon
5411
Noodles & Co
NDLS
$72.5M
$20.7K ﹤0.01%
2,401
+2,397
FFOX
5412
FundX Future Fund Opportunities ETF
FFOX
$217M
$20.5K ﹤0.01%
+803
NANR icon
5413
State Street SPDR S&P North American Natural Resources ETF
NANR
$746M
$20.5K ﹤0.01%
+247
DJAN icon
5414
FT Vest US Equity Deep Buffer ETF January
DJAN
$468M
$20.4K ﹤0.01%
+487
OPAL icon
5415
OPAL Fuels
OPAL
$63.8M
$20.4K ﹤0.01%
8,876
+433
HYGV icon
5416
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.09B
$20.2K ﹤0.01%
510
-2,093
DBND icon
5417
DoubleLine Opportunistic Bond ETF
DBND
$723M
$20.1K ﹤0.01%
440
-13
FFAI
5418
Faraday Future Intelligent Electric
FFAI
$91.9M
$20.1K ﹤0.01%
79,170
+21,288
RLYB icon
5419
Rallybio
RLYB
$92.5M
$20.1K ﹤0.01%
2,497
+2,487
PAMT
5420
PAMT Corp
PAMT
$288M
$20K ﹤0.01%
2,369
-833
SAFX
5421
XCF Global Inc
SAFX
$134M
$19.9K ﹤0.01%
51,436
+19,017
BUFG icon
5422
FT Vest Buffered Allocation Growth ETF
BUFG
$318M
$19.8K ﹤0.01%
755
-2,672
TPHD icon
5423
Timothy Plan High Dividend Stock ETF
TPHD
$347M
$19.8K ﹤0.01%
481
+247
RYLD icon
5424
Global X Russell 2000 Covered Call ETF
RYLD
$1.34B
$19.7K ﹤0.01%
1,347
+1,237
RGC icon
5425
Regencell Bioscience
RGC
$9.88B
$19.7K ﹤0.01%
+845