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
FGNX
6151
FG Nexus Inc
FGNX
$43M
$75 ﹤0.01%
15
-1
ALOT icon
6152
AstroNova
ALOT
$113M
$74 ﹤0.01%
8
XCCC icon
6153
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$312M
$72 ﹤0.01%
+2
NRXP icon
6154
NRX Pharmaceuticals
NRXP
$106M
$71 ﹤0.01%
34
JF
6155
J and Friends Holdings
JF
$18.5M
$71 ﹤0.01%
+76
LITS
6156
Lite Strategy Inc
LITS
$44.4M
$70 ﹤0.01%
67
VBIL
6157
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$7.34B
-2,797
IPAY icon
6158
Amplify Mobile Payments ETF
IPAY
$167M
$68 ﹤0.01%
1
MCHX icon
6159
Marchex
MCHX
$71.8M
$67 ﹤0.01%
43
MLSS icon
6160
Milestone Scientific
MLSS
$29.7M
$67 ﹤0.01%
220
VSA
6161
VisionSys AI
VSA
$2.46M
$65 ﹤0.01%
+95
CSBR icon
6162
Champions Oncology
CSBR
$86.2M
$64 ﹤0.01%
11
FEUZ icon
6163
First Trust Eurozone AlphaDEX
FEUZ
$141M
$60 ﹤0.01%
+1
VERI icon
6164
Veritone
VERI
$192M
$60 ﹤0.01%
35
ACES icon
6165
ALPS Clean Energy ETF
ACES
$134M
$59 ﹤0.01%
1
-1
JSPRW icon
6166
Japer Therapeutics Warrants
JSPRW
$200K
0
SGA icon
6167
Saga Communications
SGA
$64.6M
$59 ﹤0.01%
5
LGH icon
6168
HCM Defender 500 Index ETF
LGH
$588M
$56 ﹤0.01%
1
PIII icon
6169
P3 Health Partners
PIII
$13.4M
$56 ﹤0.01%
19
CRIS icon
6170
Curis
CRIS
$20.5M
$55 ﹤0.01%
108
VACHU
6171
Voyager Acquisition Corp Unit
VACHU
$55 ﹤0.01%
+4
BTAI icon
6172
BioXcel Therapeutics
BTAI
$32.8M
$54 ﹤0.01%
45
WKHS icon
6173
Workhorse Group
WKHS
$39.4M
$53 ﹤0.01%
18
ITDH icon
6174
iShares LifePath Target Date 2060 ETF
ITDH
$33.4M
$52 ﹤0.01%
+1
NAK
6175
Northern Dynasty Minerals
NAK
$1.22B
$52 ﹤0.01%
+41