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
AOHY icon
5876
Angel Oak High Yield Opportunities ETF
AOHY
$121M
$1.7K ﹤0.01%
155
+6
SILC icon
5877
Silicom
SILC
$291M
$1.69K ﹤0.01%
84
-181
MCR
5878
MFS Charter Income Trust
MCR
$251M
$1.68K ﹤0.01%
285
IDRV icon
5879
iShares Self-Driving EV and Tech ETF
IDRV
$166M
$1.68K ﹤0.01%
45
+30
HOWL icon
5880
Werewolf Therapeutics
HOWL
$28.4M
$1.67K ﹤0.01%
2,096
+24
ICCM icon
5881
IceCure Medical
ICCM
$19.6M
$1.67K ﹤0.01%
5,950
JDST icon
5882
Direxion Daily Junior Gold Miners Index Bear 2X ETF
JDST
$44.3M
$1.67K ﹤0.01%
+40
LSAK icon
5883
Lesaka Technologies
LSAK
$454M
$1.67K ﹤0.01%
+338
ANGHW icon
5884
Anghami Inc Warrants
ANGHW
$105K
0
GLBS icon
5885
Globus Maritime Ltd
GLBS
$44.2M
$1.63K ﹤0.01%
+837
EUAD
5886
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.22B
$1.63K ﹤0.01%
+42
CARY icon
5887
Angel Oak Income ETF
CARY
$1.15B
$1.62K ﹤0.01%
77
-1,217
ASRT icon
5888
Assertio
ASRT
$151M
$1.61K ﹤0.01%
88
QQQI icon
5889
NEOS Nasdaq 100 High Income ETF
QQQI
$11.6B
$1.6K ﹤0.01%
33
-8
ATER icon
5890
Aterian
ATER
$12.4M
$1.58K ﹤0.01%
2,784
QOWZ icon
5891
Invesco NASDAQ Free Cash Flow Achievers ETF
QOWZ
$13.5M
$1.57K ﹤0.01%
+51
VERU icon
5892
Veru
VERU
$36.3M
$1.53K ﹤0.01%
717
+381
GRWG icon
5893
GrowGeneration
GRWG
$91.9M
$1.53K ﹤0.01%
1,441
GRABW icon
5894
Grab Holdings Warrant
GRABW
$1.07M
0
FPF
5895
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.12B
$1.51K ﹤0.01%
+88
PSEC icon
5896
Prospect Capital
PSEC
$1.09B
$1.5K ﹤0.01%
599
-2,054
WSHP
5897
WeShop Holdings
WSHP
$77.1M
$1.49K ﹤0.01%
+292
XCOR icon
5898
FundX ETF
XCOR
$189M
$1.49K ﹤0.01%
+20
DXD icon
5899
ProShares UltraShort Dow 30
DXD
$45.5M
$1.48K ﹤0.01%
+64
ATNM icon
5900
Actinium Pharmaceuticals
ATNM
$40.2M
$1.48K ﹤0.01%
1,494