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
MENS
5576
Jyong Biotech
MENS
$150M
$10.8K ﹤0.01%
5,679
-372
CION icon
5577
CION Investment
CION
$335M
$10.7K ﹤0.01%
1,578
-169,782
UGA icon
5578
United States Gasoline Fund
UGA
$116M
$10.7K ﹤0.01%
101
-465
ESG icon
5579
FlexShares STOXX US ESG Select Index Fund
ESG
$129M
$10.7K ﹤0.01%
72
KAT
5580
Scharf ETF
KAT
$672M
$10.6K ﹤0.01%
201
FTMU
5581
Franklin Municipal Income ETF
FTMU
$486M
$10.6K ﹤0.01%
1,370
-51
OPENL
5582
Opendoor Technologies Inc Series A Warrants
OPENL
$8.2M
0
AMST icon
5583
Amesite
AMST
$7.9M
$10.6K ﹤0.01%
5,904
SKIL icon
5584
Skillsoft
SKIL
$63.1M
$10.6K ﹤0.01%
2,504
+304
EVMT icon
5585
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$5.65M
$10.6K ﹤0.01%
+597
CZA icon
5586
Invesco Zacks Mid-Cap ETF
CZA
$184M
$10.6K ﹤0.01%
98
-914
SGMT icon
5587
Sagimet Biosciences
SGMT
$417M
$10.5K ﹤0.01%
2,318
-170
CRBU icon
5588
Caribou Biosciences
CRBU
$190M
$10.5K ﹤0.01%
6,089
-512
ZTEK
5589
Zentek
ZTEK
$55.7M
$10.3K ﹤0.01%
20,000
FEMS icon
5590
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$249M
$10.3K ﹤0.01%
231
-70
PMBS
5591
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.33B
$10.2K ﹤0.01%
207
-228
KORU icon
5592
Direxion Daily MSCI South Korea Bull 3X ETF
KORU
$1.06B
$10.2K ﹤0.01%
+42
SWZ
5593
Swiss Helvetia Fund
SWZ
$76M
$10.2K ﹤0.01%
1,723
-858
XSHQ icon
5594
Invesco S&P SmallCap Quality ETF
XSHQ
$236M
$10.2K ﹤0.01%
247
+1
BGRN icon
5595
iShares USD Green Bond ETF
BGRN
$479M
$10.1K ﹤0.01%
+214
ATLN
5596
Atlantic International
ATLN
$74.7M
$10.1K ﹤0.01%
3,303
+1,149
PGACR
5597
Pantages Capital Acquisition Corp Right
PGACR
$10K ﹤0.01%
50,000
NUDM icon
5598
Nuveen ESG International Developed Markets Equity ETF
NUDM
$670M
$9.97K ﹤0.01%
286
-19
STEX
5599
Streamex Corp
STEX
$113M
$9.95K ﹤0.01%
9,520
+9,515
FKU icon
5600
First Trust United Kingdom AlphaDEX Fund
FKU
$36.9M
$9.92K ﹤0.01%
204
-61