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
ZSPC
6001
DELISTED
ZSPACE INC NEW
ZSPC
$492 ﹤0.01%
174
+61
BNZI icon
6002
Banzai International
BNZI
$6.72M
$485 ﹤0.01%
25
BYSI icon
6003
BeyondSpring
BYSI
$59.6M
$481 ﹤0.01%
297
+3
CHIQ icon
6004
Global X MSCI China Consumer Discretionary ETF
CHIQ
$148M
$481 ﹤0.01%
25
-544
CMTL icon
6005
Comtech Telecommunications
CMTL
$111M
$470 ﹤0.01%
156
-1,970
NAKA
6006
Nakamoto Inc
NAKA
$127M
$464 ﹤0.01%
2,210
-17,649
VATE icon
6007
INNOVATE Corp
VATE
$160M
$462 ﹤0.01%
84
TSQ icon
6008
Townsquare Media
TSQ
$114M
$452 ﹤0.01%
92
BLTE
6009
Belite Bio
BLTE
$6.14B
$448 ﹤0.01%
3
COM icon
6010
Direxion Auspice Broad Commodity Strategy ETF
COM
$276M
$436 ﹤0.01%
13
MNA icon
6011
IQ ARB Merger Arbitrage ETF
MNA
$251M
$435 ﹤0.01%
+12
HURC icon
6012
Hurco Companies Inc
HURC
$106M
$429 ﹤0.01%
+29
PRQR icon
6013
ProQR Therapeutics
PRQR
$179M
$427 ﹤0.01%
283
SERA icon
6014
Sera Prognostics
SERA
$62.3M
$426 ﹤0.01%
222
PLUR icon
6015
Pluri
PLUR
$37.8M
$420 ﹤0.01%
125
IMUX icon
6016
Immunic
IMUX
$176M
$419 ﹤0.01%
41
VOC icon
6017
VOC Energy
VOC
$52M
$415 ﹤0.01%
+114
AYTU icon
6018
AYTU BioPharma
AYTU
$24.1M
$405 ﹤0.01%
+154
GUTS icon
6019
Fractyl Health
GUTS
$151M
$399 ﹤0.01%
934
WHWK
6020
Whitehawk Therapeutics
WHWK
$244M
$397 ﹤0.01%
121
AKA icon
6021
a.k.a. Brands
AKA
$124M
$396 ﹤0.01%
41
+3
IMDX
6022
Insight Molecular Diagnostics
IMDX
$165M
$393 ﹤0.01%
154
DSX.WS icon
6023
Diana Shipping Inc Warrants exp 2026
DSX.WS
$9.72M
0
DBVT
6024
DBV Technologies
DBVT
$1.17B
$391 ﹤0.01%
20
-28,359
PSBD icon
6025
Palmer Square Capital BDC
PSBD
$330M
$387 ﹤0.01%
+40