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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
RBLD icon
6226
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$40.4M
0
FLNA
6227
Filana Therapeutics
FLNA
$58M
$21 ﹤0.01%
13
ASPSW
6228
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$12.3M
0
PODC icon
6229
PodcastOne
PODC
$112M
$20 ﹤0.01%
10
BCAB icon
6230
BioAtla
BCAB
$6.11M
$20 ﹤0.01%
3
CELU icon
6231
Celularity
CELU
$17.9M
$20 ﹤0.01%
16
EBIZ icon
6232
Global X E-commerce ETF
EBIZ
$25.9M
0
FTXG icon
6233
First Trust Nasdaq Food & Beverage ETF
FTXG
$23.8M
0
BTBDW icon
6234
BT Brands Warrant
BTBDW
$93.3K
0
FBOT icon
6235
Fidelity Disruptive Automation ETF
FBOT
$209M
0
DOMH icon
6236
Dominari Holdings
DOMH
$66.3M
$17 ﹤0.01%
+6
FAAR icon
6237
First Trust Alternative Absolute Return Strategy ETF
FAAR
$176M
0
BRID icon
6238
Bridgford Foods
BRID
$60.2M
$15 ﹤0.01%
2
CGSD icon
6239
Capital Group Short Duration Income ETF
CGSD
$2.33B
0
FDNI icon
6240
First Trust Dow Jones International Internet ETF
FDNI
$35M
0
XGN icon
6241
Exagen
XGN
$111M
$13 ﹤0.01%
5
-3,900
ZTR
6242
Virtus Total Return Fund
ZTR
$339M
$13 ﹤0.01%
+2
BIOX icon
6243
Bioceres Crop Solutions
BIOX
$21.4M
$12 ﹤0.01%
29
BIRD icon
6244
Smartbird, Inc. Class A Common Stock
BIRD
$38.8M
$12 ﹤0.01%
4
-11
BNGO icon
6245
Bionano Genomics
BNGO
$13.1M
$12 ﹤0.01%
11
DFVX icon
6246
Dimensional US Large Cap Vector ETF
DFVX
$522M
0
UTSI icon
6247
UTStarcom
UTSI
$22.7M
$12 ﹤0.01%
5
DFLI icon
6248
Dragonfly Energy
DFLI
$24.7M
$11 ﹤0.01%
7
LOCL icon
6249
Local Bounti
LOCL
$31.2M
$11 ﹤0.01%
10
-38
LSF icon
6250
Laird Superfood
LSF
$55.2M
$11 ﹤0.01%
5