We are live on ! Find out more
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
RFL icon
6151
Rafael Holdings
RFL
$144M
$76 ﹤0.01%
62
FGNX
6152
FG Nexus Inc
FGNX
$32.7M
$75 ﹤0.01%
15
-1
ALOT icon
6153
AstroNova
ALOT
$221M
$74 ﹤0.01%
8
XCCC icon
6154
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$319M
$72 ﹤0.01%
+2
NRXP icon
6155
NRX Pharmaceuticals
NRXP
$160M
$71 ﹤0.01%
34
JF
6156
J and Friends Holdings
JF
$19.8M
$71 ﹤0.01%
+76
LITS
6157
Lite Strategy Inc
LITS
$30.6M
$70 ﹤0.01%
67
VBIL
6158
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$8.38B
-2,797
IPAY icon
6159
Amplify Mobile Payments ETF
IPAY
$153M
$68 ﹤0.01%
1
MCHX icon
6160
Marchex
MCHX
$70M
$67 ﹤0.01%
43
MLSS icon
6161
Milestone Scientific
MLSS
$28.3M
$67 ﹤0.01%
220
VSA
6162
VisionSys AI
VSA
$11.8M
$65 ﹤0.01%
+10
CSBR icon
6163
Champions Oncology
CSBR
$92.1M
$64 ﹤0.01%
11
FEUZ icon
6164
First Trust Eurozone AlphaDEX
FEUZ
$134M
$60 ﹤0.01%
+1
VERI icon
6165
Veritone
VERI
$126M
$60 ﹤0.01%
35
ACES icon
6166
ALPS Clean Energy ETF
ACES
$126M
$59 ﹤0.01%
1
-1
JSPRW icon
6167
Japer Therapeutics Warrants
JSPRW
$203K
0
SGA icon
6168
Saga Communications
SGA
$55.3M
$59 ﹤0.01%
5
LGH icon
6169
HCM Defender 500 Index ETF
LGH
$563M
$56 ﹤0.01%
1
PIII icon
6170
P3 Health Partners
PIII
$37.6M
$56 ﹤0.01%
19
CRIS icon
6171
Curis
CRIS
$12.5M
$55 ﹤0.01%
108
VACHU
6172
DELISTED
Voyager Acquisition Corp Unit
VACHU
$55 ﹤0.01%
+4
BTAI icon
6173
BioXcel Therapeutics
BTAI
$40.4M
$54 ﹤0.01%
45
WKHS icon
6174
Workhorse Group
WKHS
$32.6M
$53 ﹤0.01%
18
ITDH icon
6175
iShares LifePath Target Date 2060 ETF
ITDH
$35.7M
$52 ﹤0.01%
+1