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
BSBR icon
5801
Santander
BSBR
$39.2B
$2.67K ﹤0.01%
474
-171
MIND icon
5802
MIND Technology
MIND
$56.4M
$2.67K ﹤0.01%
350
DDTS
5803
Innovator Equity Dual Directional 10 Buffer ETF - September
DDTS
$20.7M
$2.67K ﹤0.01%
+129
PRFD icon
5804
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$218M
$2.62K ﹤0.01%
52
-5,857
GRML
5805
Greenland Mines Ltd
GRML
$37.2M
$2.62K ﹤0.01%
9,429
-7
NNVC icon
5806
NanoViricides
NNVC
$31.4M
$2.61K ﹤0.01%
3,000
JPC icon
5807
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$2.6K ﹤0.01%
359
ASRV icon
5808
AmeriServ Financial
ASRV
$63.4M
$2.6K ﹤0.01%
718
-13,887
TMFC icon
5809
Motley Fool 100 Index ETF
TMFC
$2B
$2.57K ﹤0.01%
39
+30
AIVI icon
5810
WisdomTree International AI Enhanced Value Fund
AIVI
$61.6M
$2.52K ﹤0.01%
47
IXHL icon
5811
Incannex Healthcare
IXHL
$34.9M
$2.51K ﹤0.01%
+825
KPTI icon
5812
Karyopharm Therapeutics
KPTI
$206M
$2.5K ﹤0.01%
471
-1,270
NVG icon
5813
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$2.49K ﹤0.01%
208
NXP icon
5814
Nuveen Select Tax-Free Income Portfolio
NXP
$736M
$2.48K ﹤0.01%
+174
PUI icon
5815
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$76M
$2.48K ﹤0.01%
53
EMXF icon
5816
iShares ESG Advanced MSCI EM ETF
EMXF
$153M
$2.45K ﹤0.01%
+53
KIO
5817
KKR Income Opportunities Fund
KIO
$461M
$2.45K ﹤0.01%
230
PFXF icon
5818
VanEck Preferred Securities ex Financials ETF
PFXF
$2.47B
$2.43K ﹤0.01%
140
-77
BUZZ icon
5819
VanEck Social Sentiment ETF
BUZZ
$108M
$2.42K ﹤0.01%
89
-116
WKEY
5820
WISeKey
WKEY
$87.2M
$2.39K ﹤0.01%
438
MBAI
5821
Check-Cap
MBAI
$10.7M
$2.34K ﹤0.01%
1,500
BLNK icon
5822
Blink Charging
BLNK
$98.9M
$2.33K ﹤0.01%
4,646
DVLT
5823
Datavault AI
DVLT
$367M
$2.32K ﹤0.01%
4,188
-63,549
OGIG icon
5824
ALPS O'Shares Global Internet Giants ETF
OGIG
$110M
$2.31K ﹤0.01%
59
+21
BLCO icon
5825
Bausch + Lomb
BLCO
$5.51B
$2.29K ﹤0.01%
+150