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
PRLD icon
6076
Prelude Therapeutics
PRLD
$356M
$190 ﹤0.01%
62
ALXO icon
6077
ALX Oncology
ALXO
$275M
$189 ﹤0.01%
99
GENVR
6078
Gen Digital Inc Contingent Value Rights
GENVR
$189 ﹤0.01%
429
-25,014
ICG
6079
Intchains Group
ICG
$76.5M
$187 ﹤0.01%
160
PEX icon
6080
ProShares Global Listed Private Equity ETF
PEX
$11.3M
$186 ﹤0.01%
9
AIRE icon
6081
reAlpha
AIRE
$12.2M
$185 ﹤0.01%
+32
OPAD icon
6082
Offerpad Solutions
OPAD
$30.2M
$183 ﹤0.01%
317
-118
BOLD
6083
Boundless Bio
BOLD
$34.8M
$183 ﹤0.01%
169
APT icon
6084
Alpha Pro Tech
APT
$60.1M
$182 ﹤0.01%
40
-566
PLBY icon
6085
Playboy Inc
PLBY
$162M
$182 ﹤0.01%
124
-5,320
BOLT icon
6086
Bolt Biotherapeutics
BOLT
$9.61M
$179 ﹤0.01%
42
KBDC
6087
Kayne Anderson BDC
KBDC
$980M
$179 ﹤0.01%
13
-9,954
LEE icon
6088
Lee Enterprises
LEE
$175M
$175 ﹤0.01%
20
SIFY
6089
Sify Technologies
SIFY
$1.19B
$174 ﹤0.01%
14
TISI icon
6090
Team
TISI
$71.7M
$173 ﹤0.01%
11
OKUR
6091
OnKure Therapeutics
OKUR
$135M
$171 ﹤0.01%
45
-500
KSCP icon
6092
Knightscope
KSCP
$47.9M
$170 ﹤0.01%
+50
FGBI icon
6093
First Guaranty Bancshares
FGBI
$147M
$165 ﹤0.01%
21
GLDI icon
6094
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$36.8M
$164 ﹤0.01%
1
FLBL icon
6095
Franklin Senior Loan ETF
FLBL
$833M
$160 ﹤0.01%
7
SCWO icon
6096
374Water
SCWO
$40.7M
$160 ﹤0.01%
58
IBTI icon
6097
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.69B
$156 ﹤0.01%
+7
BTCS icon
6098
BTCS Inc
BTCS
$106M
$154 ﹤0.01%
119
-2,100
SGMO
6099
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$150 ﹤0.01%
489
TAYD icon
6100
Taylor Devices
TAYD
$162M
$144 ﹤0.01%
2
-58