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
MACIU
5426
Melar Acquisition Corp I Unit
MACIU
$225M
$19.7K ﹤0.01%
+1,700
WGMI icon
5427
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$402M
$19.6K ﹤0.01%
606
-1,364
LFVN icon
5428
LifeVantage
LFVN
$126M
$19.6K ﹤0.01%
4,446
-907
ACIU icon
5429
AC Immune
ACIU
$229M
$19.6K ﹤0.01%
7,640
-1,081
KG
5430
Kestrel Group
KG
$93.3M
$19.5K ﹤0.01%
1,775
+639
SIM icon
5431
Grupo SIMEC
SIM
$19.5K ﹤0.01%
670
AEYE icon
5432
AudioEye
AEYE
$83.6M
$19.5K ﹤0.01%
3,348
+47
GOVI icon
5433
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.18B
$19.4K ﹤0.01%
713
+687
LNZA icon
5434
LanzaTech
LNZA
$73.1M
$19.4K ﹤0.01%
+1,172
WALD icon
5435
Waldencast
WALD
$221M
$19.4K ﹤0.01%
20,437
-27,997
QARP icon
5436
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$74.1M
$19.3K ﹤0.01%
335
RFV icon
5437
Invesco S&P MidCap 400 Pure Value ETF
RFV
$319M
$19.3K ﹤0.01%
151
+121
CHGX icon
5438
AXS Change Finance ESG ETF
CHGX
$162M
$19.3K ﹤0.01%
738
-614
FSIG icon
5439
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.55B
$19.2K ﹤0.01%
1,022
-602
IDLV icon
5440
Invesco S&P International Developed Low Volatility ETF
IDLV
$334M
$19.1K ﹤0.01%
564
GMAY icon
5441
FT Vest US Equity Moderate Buffer ETF May
GMAY
$451M
$19.1K ﹤0.01%
472
+100
OCGN icon
5442
Ocugen
OCGN
$433M
$19K ﹤0.01%
10,876
+10,400
YOKE
5443
YOKE Core ETF
YOKE
$232M
$19K ﹤0.01%
+709
TTEC icon
5444
TTEC Holdings
TTEC
$106M
$18.9K ﹤0.01%
8,199
-406
COYA icon
5445
Coya Therapeutics
COYA
$104M
$18.9K ﹤0.01%
5,000
GAIA icon
5446
Gaia
GAIA
$59.5M
$18.9K ﹤0.01%
6,921
-12,235
AMZY icon
5447
YieldMax AMZN Option Income Strategy ETF
AMZY
$253M
$18.9K ﹤0.01%
+1,759
ICLO icon
5448
Invesco AAA CLO Floating Rate Note ETF
ICLO
$473M
$18.9K ﹤0.01%
+741
AFYA icon
5449
Afya
AFYA
$1.32B
$18.9K ﹤0.01%
1,264
SBC
5450
SBC Medical Group
SBC
$309M
$18.8K ﹤0.01%
4,585
-4,426