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
CONY icon
5976
YieldMax COIN Option Income Strategy ETF
CONY
$431M
$760 ﹤0.01%
+31
BTO
5977
John Hancock Financial Opportunities Fund
BTO
$715M
$752 ﹤0.01%
+22
GGUS icon
5978
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
GGUS
$446M
$727 ﹤0.01%
13
-508
SFY icon
5979
SoFi Select 500 ETF
SFY
$664M
$724 ﹤0.01%
6
-334
METCB icon
5980
Ramaco Resources Class B
METCB
$660M
$688 ﹤0.01%
68
-1
NYXH
5981
Nyxoah
NYXH
$134M
$686 ﹤0.01%
+246
SCD
5982
LMP Capital and Income Fund
SCD
$349M
$659 ﹤0.01%
45
MIDE icon
5983
Xtrackers S&P MidCap 400 ESG ETF
MIDE
$3.3M
$655 ﹤0.01%
+20
KROP icon
5984
Global X AgTech & Food Innovation ETF
KROP
$9.51M
$650 ﹤0.01%
+19
RDZN icon
5985
Roadzen
RDZN
$156M
$637 ﹤0.01%
596
-861
RNRG icon
5986
Global X Renewable Energy Producers ETF
RNRG
$31.1M
$611 ﹤0.01%
+17
AADR icon
5987
AdvisorShares Dorsey Wright ADR ETF
AADR
$46.7M
$610 ﹤0.01%
7
SEPT icon
5988
AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
$107M
$606 ﹤0.01%
18
-3,349
DLHC icon
5989
DLH Holdings
DLHC
$79.7M
$591 ﹤0.01%
104
NXTC icon
5990
NextCure
NXTC
$35.4M
$587 ﹤0.01%
61
TXMD icon
5991
TherapeuticsMD
TXMD
$23.4M
$583 ﹤0.01%
293
SPWH icon
5992
Sportsman's Warehouse
SPWH
$51.8M
$576 ﹤0.01%
443
-41,346
EXOD
5993
Exodus Movement Inc
EXOD
$207M
$552 ﹤0.01%
89
BDJ icon
5994
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.62B
$549 ﹤0.01%
65
-859
SPRO icon
5995
Spero Therapeutics
SPRO
$160M
$529 ﹤0.01%
236
-5,137
PROV icon
5996
Provident Financial
PROV
$106M
$514 ﹤0.01%
32
BMAR icon
5997
Innovator US Equity Buffer ETF March
BMAR
$232M
$513 ﹤0.01%
10
-16,049
DABS
5998
DoubleLine Asset-Backed Securities ETF
DABS
$117M
$508 ﹤0.01%
+10
XOSWW
5999
Xos Inc Warrants
XOSWW
$21.1K
0
XONE icon
6000
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$724M
$496 ﹤0.01%
+10