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
KTTA icon
6126
Pasithea Therapeutics
KTTA
$19.8M
$107 ﹤0.01%
150
TMC icon
6127
TMC The Metals Company
TMC
$2.47B
$107 ﹤0.01%
26
-419
MARB icon
6128
First Trust Merger Arbitrage ETF
MARB
$25M
$104 ﹤0.01%
+5
WRAP icon
6129
Wrap Technologies
WRAP
$91.6M
$104 ﹤0.01%
75
MSOX icon
6130
AdvisorShares MSOS 2X Daily ETF
MSOX
$70.3M
$103 ﹤0.01%
60
IFN
6131
Aberdeen India Fund
IFN
$496M
$98 ﹤0.01%
+9
FPXI icon
6132
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$194M
$97 ﹤0.01%
1
MIDU icon
6133
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$78.8M
$96 ﹤0.01%
2
OTLY
6134
Oatly Group
OTLY
$314M
$96 ﹤0.01%
10
INKT icon
6135
MiNK Therapeutics
INKT
$52.4M
$95 ﹤0.01%
9
IGLD icon
6136
FT Vest Gold Strategy Target Income ETF
IGLD
$585M
$94 ﹤0.01%
3
-1,972
PASG icon
6137
Passage Bio
PASG
$17.2M
$93 ﹤0.01%
15
AIRI icon
6138
Air Industries Group
AIRI
$13.2M
$92 ﹤0.01%
+29
SRVR icon
6139
Pacer Data & Infrastructure Real Estate ETF
SRVR
$391M
$91 ﹤0.01%
3
-10
RJET
6140
Republic Airways Holdings
RJET
$1.03B
$88 ﹤0.01%
5
VYNE icon
6141
VYNE Therapeutics
VYNE
$22.4M
$86 ﹤0.01%
146
CODX
6142
Co-Diagnostics
CODX
$5.87M
$85 ﹤0.01%
50
+28
CTXR icon
6143
Citius Pharmaceuticals
CTXR
$19.8M
$82 ﹤0.01%
120
XOVR
6144
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.15B
$82 ﹤0.01%
+5
CULP icon
6145
Culp Inc
CULP
$40.1M
$80 ﹤0.01%
29
NEOV icon
6146
NeoVolta
NEOV
$120M
$79 ﹤0.01%
26
-577
KYNB
6147
Kyntra Bio
KYNB
$28.4M
$78 ﹤0.01%
12
GSKH
6148
GSK PLC ADRhedged
GSKH
$714K
$77 ﹤0.01%
+1
JFU
6149
9F Inc
JFU
$46.6M
$76 ﹤0.01%
24
+6
RFL icon
6150
Rafael Holdings
RFL
$68.1M
$76 ﹤0.01%
62