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
BAER icon
6051
Bridger Aerospace
BAER
$99.7M
$277 ﹤0.01%
161
+52
BGDE
6052
Big Digital Energy Inc
BGDE
$34.6M
$274 ﹤0.01%
+144
SPXX icon
6053
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$323M
$269 ﹤0.01%
17
-251
KLRS
6054
Kalaris Therapeutics
KLRS
$124M
$265 ﹤0.01%
50
PMVP icon
6055
PMV Pharmaceuticals
PMVP
$70.9M
$261 ﹤0.01%
214
SNOA icon
6056
Sonoma Pharmaceuticals
SNOA
$4.1M
$255 ﹤0.01%
123
+2
RPID icon
6057
Rapid Micro Biosystems
RPID
$106M
$242 ﹤0.01%
109
FTW
6058
Presidio Production Co
FTW
$501M
$242 ﹤0.01%
22
-99,978
TASK icon
6059
TaskUs
TASK
$505M
$237 ﹤0.01%
37
EVO icon
6060
Evotec
EVO
$966M
$236 ﹤0.01%
100
FTCI icon
6061
FTC Solar
FTCI
$72M
$234 ﹤0.01%
62
IPSC icon
6062
Century Therapeutics
IPSC
$429M
$233 ﹤0.01%
115
-2,962
SEER icon
6063
Seer Inc
SEER
$96.4M
$225 ﹤0.01%
134
VRCA icon
6064
Verrica Pharmaceuticals
VRCA
$119M
$224 ﹤0.01%
47
NCTY
6065
The9 Ltd
NCTY
$92.9M
$222 ﹤0.01%
42
XBIT icon
6066
XBiotech
XBIT
$76.2M
$218 ﹤0.01%
96
-1,032
FBRX icon
6067
Forte Biosciences
FBRX
$491M
$211 ﹤0.01%
+8
SBDS
6068
DELISTED
Solo Brands Inc
SBDS
$210 ﹤0.01%
57
CTSO icon
6069
Cytosorbents Corp
CTSO
$34M
$208 ﹤0.01%
372
CCOR icon
6070
Core Alternative Capital
CCOR
$27M
$207 ﹤0.01%
8
IDAI icon
6071
T Stamp
IDAI
$12.2M
$204 ﹤0.01%
+89
THCH icon
6072
TH International
THCH
$65.7M
$198 ﹤0.01%
96
GCTS
6073
GCT Semiconductor Holding
GCTS
$104M
$197 ﹤0.01%
186
BHM icon
6074
Bluerock Homes Trust
BHM
$44.6M
$193 ﹤0.01%
17
IDUB icon
6075
Aptus International Enhanced Yield ETF
IDUB
$484M
$191 ﹤0.01%
8