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
FDIV icon
5676
MarketDesk Focused US Dividend ETF
FDIV
$71.3M
$6.76K ﹤0.01%
256
+206
BKSY.WS icon
5677
BlackSky Technology Inc Warrants
BKSY.WS
$2.85M
0
SBB icon
5678
ProShares Short SmallCap600
SBB
$7.27M
$6.74K ﹤0.01%
248
SKBL
5679
Skyline Builders Group
SKBL
$77.3M
$6.72K ﹤0.01%
+2,219
HYPR icon
5680
Hyperfine
HYPR
$137M
$6.7K ﹤0.01%
6,500
MTR
5681
Mesa Royalty Trust
MTR
$7.14M
$6.66K ﹤0.01%
1,300
BTQ
5682
BTQ Technologies Corp
BTQ
$575M
$6.62K ﹤0.01%
1,000
PYXS icon
5683
Pyxis Oncology
PYXS
$113M
$6.57K ﹤0.01%
5,173
-341
IAK icon
5684
iShares US Insurance ETF
IAK
$367M
$6.38K ﹤0.01%
50
-3
CCU icon
5685
Compañía de Cervecerías Unidas
CCU
$2.04B
$6.37K ﹤0.01%
573
+18
HYHG icon
5686
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$174M
$6.35K ﹤0.01%
+100
WDIV icon
5687
State Street SPDR S&P Global Dividend ETF
WDIV
$267M
$6.34K ﹤0.01%
84
GIBOW
5688
GIBO Holdings Warrants
GIBOW
0
HQH
5689
abrdn Healthcare Investors
HQH
$1.09B
$6.3K ﹤0.01%
365
+12
TRON
5690
Tron Inc
TRON
$830M
$6.26K ﹤0.01%
+2,745
ESP icon
5691
Espey Mfg & Electronics Corp
ESP
$166M
$6.2K ﹤0.01%
+113
EOS
5692
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$6.15K ﹤0.01%
316
-122
RZV icon
5693
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$266M
$6.14K ﹤0.01%
+50
HFXI icon
5694
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.76B
$6.11K ﹤0.01%
187
-10,263
PIE icon
5695
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$233M
$6.11K ﹤0.01%
+239
REKR icon
5696
Rekor Systems
REKR
$103M
$6.08K ﹤0.01%
8,000
SKLZ icon
5697
Skillz
SKLZ
$132M
$6.05K ﹤0.01%
2,656
+2,644
KOID
5698
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$240M
$6K ﹤0.01%
+200
UCIB icon
5699
ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038
UCIB
$32M
$5.99K ﹤0.01%
180
PCQ
5700
Pimco California Municipal Income Fund
PCQ
$168M
$5.92K ﹤0.01%
701