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
FLD
5776
Fold Holdings
FLD
$33.1M
$3.25K ﹤0.01%
2,600
+125
LGRO icon
5777
Level Four Large Cap Growth Active ETF
LGRO
$132M
$3.22K ﹤0.01%
+90
PSP icon
5778
Invesco Global Listed Private Equity ETF
PSP
$254M
$3.2K ﹤0.01%
58
GCOR icon
5779
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$800M
$3.17K ﹤0.01%
77
-666
ABOS icon
5780
Acumen Pharmaceuticals
ABOS
$155M
$3.16K ﹤0.01%
1,444
-965
TRX icon
5781
TRX Gold Corp
TRX
$313M
$3.15K ﹤0.01%
2,500
+1,500
QQQX icon
5782
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.47B
$3.08K ﹤0.01%
121
-242
VGAS icon
5783
Verde Clean Fuels
VGAS
$33.3M
$3.08K ﹤0.01%
1,820
-295
GANX icon
5784
Gain Therapeutics
GANX
$72.5M
$3.06K ﹤0.01%
+1,700
TDV icon
5785
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$279M
$3.03K ﹤0.01%
+37
VRA icon
5786
Vera Bradley
VRA
$87.6M
$3.02K ﹤0.01%
1,001
-33
VAL.WS icon
5787
Valaris Ltd Warrants
VAL.WS
$1.07B
0
BNR
5788
Burning Rock Biotech
BNR
$97.1M
$2.99K ﹤0.01%
+187
FFTY icon
5789
CapForce IBD 50 ETF
FFTY
$84.1M
$2.99K ﹤0.01%
94
-7,900
DIVY icon
5790
Sound Equity Dividend Income ETF
DIVY
$28.6M
$2.97K ﹤0.01%
+110
LPCN icon
5791
Lipocine
LPCN
$16.9M
$2.97K ﹤0.01%
+392
ASYS icon
5792
Amtech Systems
ASYS
$323M
$2.86K ﹤0.01%
+258
IMOS
5793
ChipMOS TECHNOLOGIES
IMOS
$2B
$2.82K ﹤0.01%
80
VTMX icon
5794
Vesta Real Estate
VTMX
$3.11B
$2.81K ﹤0.01%
85
+75
WLAC
5795
DELISTED
Willow Lane Acquisition Corp
WLAC
$2.8K ﹤0.01%
262
-16,589
UTSL icon
5796
Direxion Daily Utilities Bull 3X ETF
UTSL
$38.3M
$2.79K ﹤0.01%
+57
BTGO
5797
BitGo Holdings
BTGO
$546M
$2.76K ﹤0.01%
+369
FRMM
5798
Forum Markets
FRMM
$74M
$2.76K ﹤0.01%
1,000
SDA icon
5799
SunCar Technology Group
SDA
$117M
$2.75K ﹤0.01%
1,542
+999
ADAG
5800
Adagene
ADAG
$219M
$2.7K ﹤0.01%
+712