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
BMEA icon
6101
Biomea Fusion
BMEA
$103M
$143 ﹤0.01%
108
-3,200
SUUN
6102
PowerBank Corp
SUUN
$31.2M
$143 ﹤0.01%
284
+66
CYPH
6103
Cypherpunk Technologies Inc
CYPH
$117M
$142 ﹤0.01%
227
UONEK icon
6104
Urban One Class D
UONEK
$22.7M
$142 ﹤0.01%
25
-2
RVP icon
6105
Retractable Technologies
RVP
$20.7M
$141 ﹤0.01%
204
-26
UONE icon
6106
Urban One Class A
UONE
$25.6M
$141 ﹤0.01%
25
+1
GPUS
6107
Hyperscale Data Inc
GPUS
$54.8M
$140 ﹤0.01%
+1,000
GSIT icon
6108
GSI Technology
GSIT
$393M
$139 ﹤0.01%
29
TELO icon
6109
Telomir Pharmaceuticals
TELO
$87.3M
$138 ﹤0.01%
121
GPRO icon
6110
GoPro
GPRO
$190M
$135 ﹤0.01%
201
SPDN icon
6111
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$201M
$133 ﹤0.01%
13
-20,327
UHG
6112
DELISTED
United Homes Group
UHG
$133 ﹤0.01%
114
XFOR icon
6113
X4 Pharmaceuticals
XFOR
$377M
$132 ﹤0.01%
33
-4,548
RYOJ
6114
rYojbaba Co Ltd
RYOJ
$21.9M
$131 ﹤0.01%
61
+20
RENT
6115
Rent the Runway
RENT
$138M
$130 ﹤0.01%
29
TOK icon
6116
iShares MSCI Kokusai Fund
TOK
$248M
$129 ﹤0.01%
+1
INVE icon
6117
Identive
INVE
$95.1M
$125 ﹤0.01%
35
OCCI
6118
OFS Credit Co
OCCI
$106M
$122 ﹤0.01%
+43
MAXN
6119
DELISTED
Maxeon Solar Technologies
MAXN
$121 ﹤0.01%
87
LTRN icon
6120
Lantern Pharma
LTRN
$35.4M
$120 ﹤0.01%
97
+28
UCAR
6121
U Power Ltd
UCAR
$2.9M
$119 ﹤0.01%
+219
CBUS icon
6122
Cibus
CBUS
$108M
$115 ﹤0.01%
63
-3,687
FNWB icon
6123
First Northwest Bancorp
FNWB
$83.9M
$113 ﹤0.01%
13
LONA
6124
LeonaBio Inc
LONA
$103M
$111 ﹤0.01%
12
GBLI icon
6125
Global Indemnity Group
GBLI
$405M
$110 ﹤0.01%
4