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
INFO
5451
Harbor PanAgora Dynamic Large Cap Core ETF
INFO
$808M
$18.7K ﹤0.01%
+821
UAPR icon
5452
Innovator US Equity Ultra Buffer ETF April
UAPR
$155M
$18.7K ﹤0.01%
562
HTZWW
5453
Hertz Global Holdings Warrants
HTZWW
$214M
0
JSMD icon
5454
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.02B
$18.5K ﹤0.01%
244
-600
SST icon
5455
System1
SST
$24.9M
$18.5K ﹤0.01%
5,890
+5,848
QSPT icon
5456
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$618M
$18.4K ﹤0.01%
615
-19,956
TCI icon
5457
Transcontinental Realty Investors
TCI
$320M
$18.1K ﹤0.01%
514
-1,721
COOK icon
5458
Traeger
COOK
$177M
$18.1K ﹤0.01%
634
+214
KBWD icon
5459
Invesco KBW High Dividend Yield Financial ETF
KBWD
$417M
$18K ﹤0.01%
1,471
FDM icon
5460
First Trust Dow Jones Select MicroCap Index Fund
FDM
$247M
$17.8K ﹤0.01%
+220
CABA icon
5461
Cabaletta Bio
CABA
$530M
$17.8K ﹤0.01%
7,206
-2,599
IQ icon
5462
iQIYI
IQ
$1.01B
$17.8K ﹤0.01%
14,009
+13,601
DLTH icon
5463
Duluth Holdings
DLTH
$127M
$17.8K ﹤0.01%
+6,144
AJAN icon
5464
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$44.6M
$17.7K ﹤0.01%
644
-7,936
PEJ icon
5465
Invesco Leisure and Entertainment ETF
PEJ
$247M
$17.7K ﹤0.01%
316
-30,000
QRFT icon
5466
Qraft AI-Enhanced US Large Cap ETF
QRFT
$15.3M
$17.7K ﹤0.01%
+306
RDNW
5467
RideNow Group
RDNW
$282M
$17.6K ﹤0.01%
2,753
+941
CLPR
5468
Clipper Realty
CLPR
$51.2M
$17.6K ﹤0.01%
5,716
-12,793
UVIX icon
5469
2x Long VIX Futures ETF
UVIX
$441M
$17.6K ﹤0.01%
1,643
+1,614
CSAN icon
5470
Cosan
CSAN
$2.75B
$17.4K ﹤0.01%
4,531
+4,343
OBIO icon
5471
Orchestra BioMed
OBIO
$234M
$17.3K ﹤0.01%
4,258
-328
FLKR icon
5472
Franklin FTSE South Korea ETF
FLKR
$933M
$17.2K ﹤0.01%
456
-12
HODL icon
5473
VanEck Bitcoin Trust
HODL
$1.01B
$17.2K ﹤0.01%
+915
ETHE
5474
Grayscale Ethereum Staking ETF Shares
ETHE
$1.28B
$17.2K ﹤0.01%
1,046
-3,065
BSTZ icon
5475
BlackRock Science and Technology Term Trust
BSTZ
$2B
$17.1K ﹤0.01%
807