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
NUKZ icon
6176
Range Nuclear Renaissance Index ETF
NUKZ
$848M
0
VELO
6177
Velo3D Inc
VELO
$591M
$52 ﹤0.01%
6
ACHV icon
6178
Achieve Life Sciences
ACHV
$594M
$51 ﹤0.01%
19
FEAM icon
6179
5E Advanced Materials
FEAM
$83M
$51 ﹤0.01%
42
HERO icon
6180
Global X Video Games & Esports ETF
HERO
$69.4M
$50 ﹤0.01%
2
SMXT icon
6181
Solarmax Technology
SMXT
$31.9M
$50 ﹤0.01%
75
ACET icon
6182
Adicet Bio
ACET
$78.6M
$49 ﹤0.01%
8
-4
CNTN
6183
Canton Strategic Holdings
CNTN
$212M
$49 ﹤0.01%
+16
IAF
6184
abrdn Australia Equity Fund
IAF
$125M
$48 ﹤0.01%
+4
PTIN icon
6185
Pacer Trendpilot International ETF
PTIN
$189M
$48 ﹤0.01%
1
QNCX icon
6186
Quince Therapeutics
QNCX
$19.2M
$48 ﹤0.01%
47
CODA icon
6187
Coda Octopus Group
CODA
$135M
$44 ﹤0.01%
4
DTIL icon
6188
Precision BioSciences
DTIL
$209M
$43 ﹤0.01%
8
FIIG icon
6189
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$672M
$43 ﹤0.01%
+2
IWMI
6190
NEOS Russell 2000 High Income ETF
IWMI
$842M
0
BOE icon
6191
BlackRock Enhanced Global Dividend Trust
BOE
$661M
$42 ﹤0.01%
+4
CHPT icon
6192
ChargePoint
CHPT
$166M
$41 ﹤0.01%
9
EARN
6193
Ellington Residential Mortgage REIT
EARN
$181M
$40 ﹤0.01%
9
-2,000
SKYE icon
6194
Skye Bioscience
SKYE
$30.6M
$39 ﹤0.01%
66
CWS icon
6195
AdvisorShares Focused Equity ETF
CWS
$153M
0
RDI icon
6196
Reading International Class A
RDI
$23.9M
$38 ﹤0.01%
35
SCLX icon
6197
Scilex Holding
SCLX
$45.7M
$38 ﹤0.01%
6
-3,029
TOON icon
6198
Kartoon Studios
TOON
$36.9M
$36 ﹤0.01%
60
-71
GIPR icon
6199
Generation Income Properties
GIPR
$1.44M
$35 ﹤0.01%
144
BCD icon
6200
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$425M
0