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
GORO icon
5926
Gold Resource Corp
GORO
$227M
$1.22K ﹤0.01%
1,057
-1,789
ARTV
5927
Artiva Biotherapeutics
ARTV
$519M
$1.22K ﹤0.01%
223
+36
TBBB icon
5928
BBB Foods
TBBB
$4.2B
$1.2K ﹤0.01%
35
-65,574
IFGL icon
5929
iShares International Developed Real Estate ETF
IFGL
$86.6M
$1.2K ﹤0.01%
+55
LEGT.U
5930
Legato Merger Corp III Units
LEGT.U
$1.19K ﹤0.01%
+100
ORGN icon
5931
Origin Materials
ORGN
$6.76M
$1.18K ﹤0.01%
+491
RSPC icon
5932
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$60.4M
$1.18K ﹤0.01%
+32
SEIQ icon
5933
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$622M
$1.14K ﹤0.01%
32
NPT
5934
Texxon Holding Ltd
NPT
$26.8M
$1.14K ﹤0.01%
+239
RFEM icon
5935
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$79.4M
$1.12K ﹤0.01%
14
MNSO icon
5936
MINISO
MNSO
$4.43B
$1.09K ﹤0.01%
71
+46
EEMO icon
5937
Invesco S&P Emerging Markets Momentum ETF
EEMO
$14.9M
$1.09K ﹤0.01%
+67
GLIX
5938
Lazard Listed Infrastructure ETF
GLIX
$26.4M
$1.06K ﹤0.01%
+40
RAND icon
5939
Rand Capital
RAND
$32.3M
$1.05K ﹤0.01%
91
-10
CNF
5940
CNFinance Holdings
CNF
$52.3M
$1.05K ﹤0.01%
259
ADGM
5941
Adagio Medical Holdings
ADGM
$20M
$1.05K ﹤0.01%
+975
THM
5942
International Tower Hill Mines
THM
$730M
$1.04K ﹤0.01%
500
LVLU icon
5943
Lulu's Fashion Lounge
LVLU
$26.6M
$1.04K ﹤0.01%
86
+2
HTD
5944
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$902M
$1.04K ﹤0.01%
42
BEEM icon
5945
Beam Global
BEEM
$39.1M
$1.03K ﹤0.01%
753
ONCY
5946
Oncolytics Biotech
ONCY
$101M
$1.03K ﹤0.01%
+1,277
MOVE icon
5947
Corvex Inc
MOVE
$1.4B
$1.02K ﹤0.01%
90
HYFT
5948
MindWalk Holdings
HYFT
$58.9M
$1.02K ﹤0.01%
+1,000
XTIA icon
5949
XTI Aerospace
XTIA
$68.5M
$991 ﹤0.01%
516
+515
SOPH icon
5950
SOPHiA GENETICS
SOPH
$324M
$966 ﹤0.01%
+206