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
CAST
5526
FreeCast Inc
CAST
$28M
$13.1K ﹤0.01%
+3,358
AREN icon
5527
Arena Group
AREN
$62.8M
$13.1K ﹤0.01%
5,755
+478
USGO icon
5528
US GoldMining
USGO
$119M
$13K ﹤0.01%
1,181
-5,120
TRVG
5529
trivago
TRVG
$303M
$12.9K ﹤0.01%
4,867
+32
FLCV
5530
Federated Hermes MDT Large Cap Value ETF
FLCV
$97.2M
$12.9K ﹤0.01%
+419
BEEP icon
5531
Mobile Infrastructure Corp
BEEP
$83.6M
$12.9K ﹤0.01%
5,570
-8,907
VALU icon
5532
Value Line
VALU
$305M
$12.9K ﹤0.01%
358
-71
EIPI
5533
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
$12.9K ﹤0.01%
+570
SVIX icon
5534
-1x Short VIX Futures ETF
SVIX
$161M
$12.9K ﹤0.01%
+895
PGF icon
5535
Invesco Financial Preferred ETF
PGF
$690M
$12.8K ﹤0.01%
933
+797
IBTG icon
5536
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.3B
$12.7K ﹤0.01%
554
-2,788
RUNN icon
5537
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$345M
$12.6K ﹤0.01%
+400
EIKN
5538
Eikon Therapeutics
EIKN
$485M
$12.6K ﹤0.01%
+1,300
DMIIR
5539
Drugs Made In America Acquisition II Corp Right
DMIIR
$12.6K ﹤0.01%
129,630
SSBI icon
5540
Summit State Bank
SSBI
$90.7M
$12.5K ﹤0.01%
938
XLSR icon
5541
State Street US Sector Rotation ETF
XLSR
$1.03B
$12.4K ﹤0.01%
221
+5
DUBS icon
5542
Aptus Large Cap Enhanced Yield ETF
DUBS
$371M
$12.4K ﹤0.01%
353
BDRY icon
5543
Breakwave Dry Bulk Shipping ETF
BDRY
$38.1M
$12.3K ﹤0.01%
1,238
ETB
5544
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$448M
$12.3K ﹤0.01%
878
+75
PCEF icon
5545
Invesco CEF Income Composite ETF
PCEF
$814M
$12.3K ﹤0.01%
667
+532
WOMN icon
5546
Impact Shares Womens Empowerment ETF Trading
WOMN
$57.8M
$12.3K ﹤0.01%
316
-11
XBP icon
5547
XBP Global Holdings
XBP
$28.1M
$12.3K ﹤0.01%
2,997
+20
ENGN icon
5548
enGene Therapeutics
ENGN
$110M
$12.2K ﹤0.01%
1,977
-637
FGM icon
5549
First Trust Germany AlphaDEX Fund
FGM
$99M
$12.2K ﹤0.01%
211
-274
AFLG icon
5550
First Trust Active Factor Large Cap ETF
AFLG
$647M
$12.1K ﹤0.01%
322
-899