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
URG
5476
Ur-Energy
URG
$644M
$17.1K ﹤0.01%
12,365
+12,122
IJAN icon
5477
Innovator International Developed Power Buffer ETF January
IJAN
$262M
$16.9K ﹤0.01%
475
-25,018
DHX icon
5478
DHI Group
DHX
$146M
$16.7K ﹤0.01%
6,199
-313
SIXH icon
5479
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$545M
$16.7K ﹤0.01%
400
VWAV
5480
VisionWave Holdings
VWAV
$133M
$16.6K ﹤0.01%
3,000
-1,564
SNBR icon
5481
Sleep Number
SNBR
$11M
$16.3K ﹤0.01%
8,140
+128
PHI icon
5482
PLDT
PHI
$3.92B
$16.3K ﹤0.01%
765
-61
GRPM icon
5483
Invesco S&P MidCap 400 GARP ETF
GRPM
$474M
$16.2K ﹤0.01%
140
-14
QQQE icon
5484
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.31B
$16.1K ﹤0.01%
168
-1,866
LCTX icon
5485
Lineage Cell Therapeutics
LCTX
$297M
$16.1K ﹤0.01%
10,944
+1,560
UIVM icon
5486
VictoryShares International Value Momentum ETF
UIVM
$322M
$16.1K ﹤0.01%
243
MID icon
5487
American Century Mid Cap Growth Impact ETF
MID
$97.8M
$16.1K ﹤0.01%
+270
OWLT icon
5488
Owlet
OWLT
$135M
$16K ﹤0.01%
3,536
-2,418
AMDY icon
5489
YieldMax AMD Option Income Strategy ETF
AMDY
$356M
$16K ﹤0.01%
+528
OSRHW
5490
OSR Holdings Inc Warrant
OSRHW
0
FINV
5491
FinVolution Group
FINV
$1.16B
$15.8K ﹤0.01%
3,361
-110,708
BCI icon
5492
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.44B
$15.8K ﹤0.01%
649
-168
EALT icon
5493
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$166M
$15.7K ﹤0.01%
467
-104
LSAT icon
5494
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$61.2M
$15.6K ﹤0.01%
404
TCRX icon
5495
TScan Therapeutics
TCRX
$64.2M
$15.5K ﹤0.01%
16,436
-16,913
TZOO icon
5496
Travelzoo
TZOO
$103M
$15.4K ﹤0.01%
2,729
+36
ULBI icon
5497
Ultralife
ULBI
$111M
$15.3K ﹤0.01%
2,503
+11
VCRM
5498
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.63B
$15.3K ﹤0.01%
204
-151,945
GLIBA
5499
Liberty Capital Corporation Series A GCI Group Common Stock
GLIBA
$865M
$15.3K ﹤0.01%
414
+241
SEAT icon
5500
Vivid Seats
SEAT
$94.3M
$15.2K ﹤0.01%
2,625
+1,090