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
FMNY icon
5601
First Trust New York Municipal High Income ETF
FMNY
$38.8M
$9.91K ﹤0.01%
375
AFK icon
5602
VanEck Africa Index ETF
AFK
$107M
$9.89K ﹤0.01%
400
CFO icon
5603
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$407M
$9.83K ﹤0.01%
135
CCGWW
5604
Cheche Group Inc Warrant
CCGWW
0
FELV icon
5605
Fidelity Enhanced Large Cap Value ETF
FELV
$3.02B
$9.8K ﹤0.01%
287
-902
OPENZ
5606
Opendoor Technologies Inc Series Z Warrants
OPENZ
$7.94M
0
HELP
5607
Cybin Inc
HELP
$207M
$9.69K ﹤0.01%
2,244
-20,199
INFQ.WS
5608
Infleqtion Inc Warrants
INFQ.WS
0
MYO icon
5609
Myomo
MYO
$49.5M
$9.47K ﹤0.01%
14,802
-22,337
RSMV
5610
Relative Strength Managed Volatility Strategy ETF
RSMV
$25.3M
$9.43K ﹤0.01%
363
+19
BDTX icon
5611
Black Diamond Therapeutics
BDTX
$113M
$9.41K ﹤0.01%
4,638
-2,361
JSML icon
5612
Janus Henderson Small Cap Growth Alpha ETF
JSML
$335M
$9.41K ﹤0.01%
140
ETV
5613
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.72B
$9.38K ﹤0.01%
713
+75
CGCV
5614
Capital Group Conservative Equity ETF
CGCV
$1.75B
$9.34K ﹤0.01%
318
+5
IHAK icon
5615
iShares Cybersecurity and Tech ETF
IHAK
$887M
$9.32K ﹤0.01%
217
-666
AGL icon
5616
Agilon Health
AGL
$1.62B
$9.22K ﹤0.01%
28,690
+9,012
WQTM
5617
WisdomTree Quantum Computing Fund
WQTM
$242M
$9.16K ﹤0.01%
+393
INO icon
5618
Inovio Pharmaceuticals
INO
$88M
$9.16K ﹤0.01%
5,485
+5,443
SEPU
5619
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$140M
$9.15K ﹤0.01%
+332
DFDVW
5620
DeFi Development Corp Warrant
DFDVW
$1.42M
0
HCM icon
5621
HUTCHMED
HCM
$1.87B
$9.12K ﹤0.01%
638
ARL icon
5622
American Realty Investors
ARL
$223M
$9.06K ﹤0.01%
593
-1,015
SLX icon
5623
VanEck Steel ETF
SLX
$235M
$9.03K ﹤0.01%
+102
ACTU
5624
Actuate Therapeutics
ACTU
$45M
$8.85K ﹤0.01%
3,863
+68
BW icon
5625
Babcock & Wilcox
BW
$2.44B
$8.79K ﹤0.01%
665
-83,998