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
BCUS
5951
Bancreek US Large Cap ETF
BCUS
$107M
$957 ﹤0.01%
+31
UP icon
5952
Wheels Up
UP
$202M
$949 ﹤0.01%
110
-33
REFR icon
5953
Research Frontiers
REFR
$27.5M
$948 ﹤0.01%
1,042
ZEO
5954
Zeo Energy
ZEO
$27.9M
$938 ﹤0.01%
1,612
ATRA icon
5955
Atara Biotherapeutics
ATRA
$81.6M
$933 ﹤0.01%
216
ARAI
5956
Arrive AI Inc
ARAI
$34.1M
$930 ﹤0.01%
1,223
-1,546
BWEN icon
5957
Broadwind
BWEN
$89.4M
$926 ﹤0.01%
+470
ANRO icon
5958
Alto Neuroscience
ANRO
$801M
$919 ﹤0.01%
46
-100
FBIO icon
5959
Fortress Biotech
FBIO
$76.4M
$915 ﹤0.01%
339
-333
FDD icon
5960
First Trust STOXX European Select Dividend Income Fund
FDD
$877M
$912 ﹤0.01%
53
-9,947
SJB icon
5961
ProShares Short High Yield
SJB
$96M
$908 ﹤0.01%
+58
VFF icon
5962
Village Farms International
VFF
$302M
$882 ﹤0.01%
333
-1,073
BGM
5963
BGM Group Ltd
BGM
$52.6M
$882 ﹤0.01%
1,983
+229
BOXL icon
5964
Boxlight
BOXL
$3.03M
$881 ﹤0.01%
683
+681
QVCGA
5965
DELISTED
QVC Group Inc Series A
QVCGA
$873 ﹤0.01%
+432
GDEVW icon
5966
GDEV Inc Warrant
GDEVW
$150K
0
BUFB icon
5967
Innovator Laddered Allocation Buffer ETF
BUFB
$291M
$846 ﹤0.01%
+24
ACRV icon
5968
Acrivon Therapeutics
ACRV
$82.2M
$823 ﹤0.01%
638
-16,226
HERZ
5969
Herzfeld Credit Income Fund
HERZ
$35.7M
$822 ﹤0.01%
52
-235
KZR
5970
DELISTED
Kezar Life Sciences
KZR
$812 ﹤0.01%
109
ALDFU
5971
Aldel Financial II Inc Units
ALDFU
$222M
$810 ﹤0.01%
76
SNSE icon
5972
Sensei Biotherapeutics
SNSE
$28.3M
$804 ﹤0.01%
32
FTGS icon
5973
First Trust Growth Strength ETF
FTGS
$1.23B
$795 ﹤0.01%
24
-862
GNLX icon
5974
Genelux
GNLX
$143M
$789 ﹤0.01%
343
+317
STHO icon
5975
Star Holdings Shares of Beneficial Interest
STHO
$104M
$767 ﹤0.01%
104