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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
ECOR icon
6276
electroCore
ECOR
$65M
$6 ﹤0.01%
1
IGD
6277
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$477M
$6 ﹤0.01%
1
NBXG
6278
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.23B
-15,000
RMM
6279
RiverNorth Managed Duration Municipal Income Fund
RMM
$289M
0
TOPS icon
6280
TOP Ships
TOPS
$4.59M
$6 ﹤0.01%
2
LIDR icon
6281
AEye
LIDR
$60.7M
$5 ﹤0.01%
3
CENN icon
6282
Cenntro
CENN
$8.78M
$4 ﹤0.01%
1
GNPX icon
6283
Genprex
GNPX
$5.41M
$4 ﹤0.01%
2
AQB icon
6284
AquaBounty Technologies
AQB
$5.66M
$3 ﹤0.01%
3
CELG.RT
6285
Bristol-Myers Squibb Rights
CELG.RT
$183M
$3 ﹤0.01%
23
CISO
6286
CISO Global
CISO
$12.1M
$3 ﹤0.01%
8
IBIO icon
6287
iBio
IBIO
$83M
$3 ﹤0.01%
2
OTLK icon
6288
Outlook Therapeutics
OTLK
$254M
$3 ﹤0.01%
15
PFLD icon
6289
AAM Low Duration Preferred and Income Securities ETF
PFLD
$424M
0
TSI
6290
TCW Strategic Income Fund
TSI
$216M
0
ORKT
6291
Orangekloud Technology Inc
ORKT
$6.37M
$3 ﹤0.01%
+3
DSX icon
6292
Diana Shipping
DSX
$255M
$2 ﹤0.01%
1
GAMR icon
6293
Amplify Video Game Tech ETF
GAMR
$38.4M
0
XXII
6294
22nd Century Group
XXII
$1.36M
$2 ﹤0.01%
+1
ETHU
6295
2x Ether ETF
ETHU
$537M
-6
CUE icon
6296
Cue Biopharma
CUE
$107M
0
GREE
6297
Greenidge Generation Holdings
GREE
$31.6M
$1 ﹤0.01%
1
HELX icon
6298
Franklin Genomic Advancements ETF
HELX
$25.6M
0
MBIO icon
6299
Mustang Bio
MBIO
$5.33M
$1 ﹤0.01%
2
SDEV
6300
Stablecoin Development Corp
SDEV
$30.1M
$1 ﹤0.01%
+1