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
OXSQ icon
5826
Oxford Square Capital
OXSQ
$117M
$2.28K ﹤0.01%
1,320
HOLO icon
5827
MicroCloud Hologram
HOLO
$39.6M
$2.28K ﹤0.01%
1,234
+1,172
TSPY
5828
TappAlpha S&P 500 Growth & Daily Income ETF
TSPY
$568M
$2.28K ﹤0.01%
+100
MXI icon
5829
iShares Global Materials ETF
MXI
$347M
$2.26K ﹤0.01%
22
IDVO icon
5830
Amplify International Enhanced Dividend Income ETF
IDVO
$1.23B
$2.26K ﹤0.01%
58
-221
EXG icon
5831
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.85B
$2.26K ﹤0.01%
273
+114
CMCM
5832
Cheetah Mobile
CMCM
$125M
$2.26K ﹤0.01%
406
AMZP icon
5833
Kurv Yield Premium Strategy Amazon (AMZN) ETF
AMZP
$20.2M
$2.24K ﹤0.01%
+100
CERY
5834
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.03B
$2.2K ﹤0.01%
+62
PMI
5835
Picard Medical
PMI
$24.1M
$2.19K ﹤0.01%
2,032
+55
AVSF icon
5836
Avantis Short-Term Fixed Income ETF
AVSF
$663M
$2.15K ﹤0.01%
+46
CNTY icon
5837
Century Casinos
CNTY
$39.4M
$2.15K ﹤0.01%
1,555
LBTYB icon
5838
Liberty Global Class B
LBTYB
$4.73B
$2.14K ﹤0.01%
161
CHAU icon
5839
Direxion Daily CSI 300 China A Share Bull 2X ETF
CHAU
$106M
$2.13K ﹤0.01%
108
+78
JOET icon
5840
Virtus Terranova US Quality Momentum ETF
JOET
$235M
$2.1K ﹤0.01%
+54
LZMH
5841
LZ Technology Holdings
LZMH
$9.97M
$2.1K ﹤0.01%
70
+7
PFEB icon
5842
Innovator US Equity Power Buffer ETF February
PFEB
$926M
$2.09K ﹤0.01%
+53
TVGN icon
5843
Tevogen Bio Holdings
TVGN
$43.8M
$2.06K ﹤0.01%
479
-271
KAPR icon
5844
Innovator US Small Cap Power Buffer ETF April
KAPR
$212M
$2.05K ﹤0.01%
57
IBOT icon
5845
VanEck Robotics ETF
IBOT
$86.2M
$2.04K ﹤0.01%
+40
MGX icon
5846
Metagenomi Therapeutics
MGX
$48.2M
$2.02K ﹤0.01%
1,596
GRX
5847
Gabelli Healthcare & Wellness Trust
GRX
$134M
$2.01K ﹤0.01%
225
PMAY icon
5848
Innovator US Equity Power Buffer ETF May
PMAY
$816M
$2.01K ﹤0.01%
51
-4,739
KIDZW
5849
KIDZ AI Inc. Warrants
KIDZW
$228K
0
TLYS icon
5850
Tilly's
TLYS
$156M
$1.99K ﹤0.01%
502