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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
NAK
6176
Northern Dynasty Minerals
NAK
$1.05B
$52 ﹤0.01%
+41
NUKZ icon
6177
Range Nuclear Renaissance Index ETF
NUKZ
$833M
0
VELO
6178
Velo3D Inc
VELO
$496M
$52 ﹤0.01%
6
ACHV icon
6179
Achieve Life Sciences
ACHV
$618M
$51 ﹤0.01%
19
FEAM icon
6180
5E Advanced Materials
FEAM
$56.5M
$51 ﹤0.01%
42
HERO icon
6181
Global X Video Games & Esports ETF
HERO
$60.3M
$50 ﹤0.01%
2
SMXT icon
6182
Solarmax Technology
SMXT
$16.7M
$50 ﹤0.01%
75
ACET icon
6183
Adicet Bio
ACET
$78.2M
$49 ﹤0.01%
8
-4
CNTN
6184
Canton Strategic Holdings
CNTN
$229M
$49 ﹤0.01%
+16
PTIN icon
6185
Pacer Trendpilot International ETF
PTIN
$182M
$48 ﹤0.01%
1
QNCX icon
6186
Quince Therapeutics
QNCX
$18.5M
$48 ﹤0.01%
47
IAF
6187
abrdn Australia Equity Fund
IAF
$118M
$48 ﹤0.01%
+4
CODA icon
6188
Coda Octopus Group
CODA
$108M
$44 ﹤0.01%
4
DTIL icon
6189
Precision BioSciences
DTIL
$188M
$43 ﹤0.01%
8
FIIG icon
6190
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$673M
$43 ﹤0.01%
+2
IWMI
6191
NEOS Russell 2000 High Income ETF
IWMI
$996M
0
BOE icon
6192
BlackRock Enhanced Global Dividend Trust
BOE
$658M
$42 ﹤0.01%
+4
CHPT icon
6193
ChargePoint
CHPT
$144M
$41 ﹤0.01%
9
EARN
6194
Ellington Residential Mortgage REIT
EARN
$173M
$40 ﹤0.01%
9
-2,000
SKYE icon
6195
Skye Bioscience
SKYE
$23.9M
$39 ﹤0.01%
66
CWS icon
6196
AdvisorShares Focused Equity ETF
CWS
$132M
0
RDI icon
6197
Reading International Class A
RDI
$28.9M
$38 ﹤0.01%
35
SCLX icon
6198
Scilex Holding
SCLX
$50M
$38 ﹤0.01%
6
-3,029
TOON icon
6199
Kartoon Studios
TOON
$45.2M
$36 ﹤0.01%
60
-71
GIPR icon
6200
Generation Income Properties
GIPR
$1.43M
$35 ﹤0.01%
144