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
SANG
5726
Sangoma Technologies
SANG
$116M
$5.12K ﹤0.01%
+1,282
GLRY icon
5727
Inspire Growth ETF
GLRY
$160M
$5K ﹤0.01%
140
+73
SDG icon
5728
iShares MSCI Global Sustainable Development Goals ETF
SDG
$172M
$4.97K ﹤0.01%
61
-128
GRNY
5729
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.29B
$4.96K ﹤0.01%
214
-781
USOY
5730
Defiance Oil Enhanced Options Income ETF
USOY
$62.7M
$4.94K ﹤0.01%
+533
ZEOWW
5731
Zeo Energy Corp Warrants
ZEOWW
$233K
0
LPA
5732
Logistic Properties of the Americas
LPA
$90.1M
$4.8K ﹤0.01%
1,465
-2,731
TBT icon
5733
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$329M
$4.8K ﹤0.01%
137
-125
EPHE icon
5734
iShares MSCI Philippines ETF
EPHE
$130M
$4.77K ﹤0.01%
198
-277
MLCI
5735
Mount Logan Capital Inc
MLCI
$32.2M
$4.73K ﹤0.01%
1,380
-508
RVT icon
5736
Royce Value Trust
RVT
$2.16B
$4.71K ﹤0.01%
292
INDY icon
5737
iShares S&P India Nifty 50 Index Fund
INDY
$548M
$4.69K ﹤0.01%
114
-164
IGR
5738
CBRE Global Real Estate Income Fund
IGR
$687M
$4.64K ﹤0.01%
1,100
-600
HOOY
5739
YieldMax HOOD Option Income Strategy ETF
HOOY
$96.1M
$4.61K ﹤0.01%
+174
HYMC icon
5740
Hycroft Mining Holding Corp
HYMC
$2.41B
$4.51K ﹤0.01%
148
-1,176
IIM icon
5741
Invesco Value Municipal Income Trust
IIM
$584M
$4.44K ﹤0.01%
374
ALGS icon
5742
Aligos Therapeutics
ALGS
$30.4M
$4.42K ﹤0.01%
674
+368
MGMT icon
5743
Ballast Small/Mid Cap ETF
MGMT
$174M
$4.39K ﹤0.01%
99
AVK
5744
Advent Convertible and Income Fund
AVK
$562M
$4.33K ﹤0.01%
400
LKFT
5745
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.85B
$4.33K ﹤0.01%
150
-89
METV icon
5746
Roundhill Ball Metaverse ETF
METV
$217M
$4.3K ﹤0.01%
282
-798
NTIC icon
5747
Northern Technologies International Corp
NTIC
$75.9M
$4.26K ﹤0.01%
+511
SGDM icon
5748
Sprott Gold Miners ETF
SGDM
$594M
$4.24K ﹤0.01%
+60
FSI icon
5749
Flexible Solutions
FSI
$79.7M
$4.14K ﹤0.01%
779
+761
CAAS icon
5750
China Automotive Systems
CAAS
$134M
$4.14K ﹤0.01%
986
+129