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
PARK
5651
Park Dental Partners
PARK
$85.6M
$7.83K ﹤0.01%
500
IBHF icon
5652
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$908M
$7.82K ﹤0.01%
341
-1,440
YOLO icon
5653
AdvisorShares Pure Cannabis ETF
YOLO
$36.7M
$7.72K ﹤0.01%
3,113
MRNOW
5654
Murano Global Investments PLC Warrants
MRNOW
0
FEBT icon
5655
AllianzIM U.S. Equity Buffer10 Feb ETF
FEBT
$157M
$7.64K ﹤0.01%
208
-7,837
VSDM
5656
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$679M
$7.62K ﹤0.01%
100
-4,457
LPTH icon
5657
Lightpath Technologies
LPTH
$937M
$7.54K ﹤0.01%
810
-81,514
KC
5658
Kingsoft Cloud Holdings
KC
$3.5B
$7.51K ﹤0.01%
559
-32,011
FLYX icon
5659
flyExclusive
FLYX
$115M
$7.43K ﹤0.01%
3,522
-1,667
SLSN
5660
Solesence Inc
SLSN
$92.5M
$7.39K ﹤0.01%
8,211
-2,247
LVWR icon
5661
LiveWire
LVWR
$246M
$7.33K ﹤0.01%
4,919
-12,035
PIFI icon
5662
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$101M
$7.23K ﹤0.01%
76
-341
EMHY icon
5663
iShares JPMorgan EM High Yield Bond ETF
EMHY
$592M
$7.17K ﹤0.01%
184
ENTX icon
5664
Entera Bio
ENTX
$58.2M
$7.15K ﹤0.01%
+7,150
FJET
5665
Starfighters Space Inc
FJET
$367M
$7.14K ﹤0.01%
+1,250
FMQQ icon
5666
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$18.6M
$7.05K ﹤0.01%
+651
ETG
5667
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.72B
$7.04K ﹤0.01%
362
DPST icon
5668
Direxion Daily Regional Banks Bull 3X ETF
DPST
$468M
$7.03K ﹤0.01%
78
-132
RDACR
5669
Rising Dragon Acquisition Corp Rights
RDACR
$7K ﹤0.01%
50,000
NIE
5670
Virtus Equity & Convertible Income Fund
NIE
$732M
$7K ﹤0.01%
305
-53
OIA icon
5671
Invesco Municipal Income Opportunities Trust
OIA
$289M
$6.99K ﹤0.01%
+1,148
MREO
5672
Mereo BioPharma
MREO
$50M
$6.9K ﹤0.01%
+21,848
BDMDW
5673
Baird Medical Investment Holdings Warrant
BDMDW
0
KLXE icon
5674
KLX Energy Services
KLXE
$57.3M
$6.88K ﹤0.01%
2,500
NEON icon
5675
Neonode
NEON
$28.2M
$6.8K ﹤0.01%
5,229
-2,366