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
ORIO
6026
Orion Digital Corp
ORIO
$22.3M
$385 ﹤0.01%
416
-657
LTRX icon
6027
Lantronix
LTRX
$257M
$383 ﹤0.01%
+76
ACB
6028
Aurora Cannabis
ACB
$198M
$382 ﹤0.01%
124
-40
BODI icon
6029
The Beachbody Company
BODI
$91.3M
$379 ﹤0.01%
34
ECC
6030
Eagle Point Credit Co
ECC
$538M
$361 ﹤0.01%
100
-100
NNDM
6031
Nano Dimension
NNDM
$343M
$359 ﹤0.01%
220
-57,327
CNTB
6032
Connect Biopharma Holdings
CNTB
$138M
$351 ﹤0.01%
121
KEEL
6033
Keel Infrastructure Corp
KEEL
$2.78B
$342 ﹤0.01%
186
-228
FEMB icon
6034
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$355M
$341 ﹤0.01%
+12
CGC
6035
Canopy Growth
CGC
$452M
$340 ﹤0.01%
397
-99
LB
6036
LandBridge Co
LB
$1.88B
$340 ﹤0.01%
5
SNGX icon
6037
Soligenix
SNGX
$4.18M
$338 ﹤0.01%
+305
FCPI icon
6038
Fidelity Stocks for Inflation ETF
FCPI
$283M
$334 ﹤0.01%
6
-124
YI
6039
111 Inc
YI
$53.7M
$334 ﹤0.01%
52
+10
AUBN icon
6040
Auburn National Bancorp
AUBN
$83M
$332 ﹤0.01%
14
ERY icon
6041
Direxion Daily Energy Bear 2X ETF
ERY
$46.9M
$331 ﹤0.01%
33
-3
SABS icon
6042
SAB Biotherapeutics
SABS
$303M
$329 ﹤0.01%
87
-1,903
LOUP icon
6043
Innovator Deepwater Frontier Tech ETF
LOUP
$192M
$327 ﹤0.01%
5
OVID icon
6044
Ovid Therapeutics
OVID
$523M
$310 ﹤0.01%
147
NODE
6045
VanEck Onchain Economy ETF
NODE
$78.1M
$306 ﹤0.01%
+10
CLYM
6046
Climb Bio
CLYM
$653M
$301 ﹤0.01%
46
BRIF
6047
FIS Bright Portfolios Focused Equity ETF
BRIF
$136M
$292 ﹤0.01%
+10
CURR
6048
Currenc Group
CURR
$501M
$282 ﹤0.01%
+118
PLCE icon
6049
Children's Place
PLCE
$68.2M
$280 ﹤0.01%
90
IFRX icon
6050
InflaRx
IFRX
$351M
$279 ﹤0.01%
+335