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
IGD
6276
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$481M
$6 ﹤0.01%
1
NBXG
6277
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.25B
-15,000
RMM
6278
RiverNorth Managed Duration Municipal Income Fund
RMM
$287M
0
TOPS icon
6279
TOP Ships
TOPS
$5.27M
$6 ﹤0.01%
2
LIDR icon
6280
AEye
LIDR
$94.3M
$5 ﹤0.01%
3
CENN icon
6281
Cenntro
CENN
$6.07M
$4 ﹤0.01%
1
GNPX icon
6282
Genprex
GNPX
$8.97M
$4 ﹤0.01%
2
AQB icon
6283
AquaBounty Technologies
AQB
$4.68M
$3 ﹤0.01%
3
CELG.RT
6284
Bristol-Myers Squibb Rights
CELG.RT
$211M
$3 ﹤0.01%
23
CISO
6285
CISO Global
CISO
$14.5M
$3 ﹤0.01%
8
IBIO icon
6286
iBio
IBIO
$77.5M
$3 ﹤0.01%
2
OTLK icon
6287
Outlook Therapeutics
OTLK
$28.2M
$3 ﹤0.01%
15
PFLD icon
6288
AAM Low Duration Preferred and Income Securities ETF
PFLD
$425M
0
TSI
6289
TCW Strategic Income Fund
TSI
$221M
0
ORKT
6290
Orangekloud Technology Inc
ORKT
$6.01M
$3 ﹤0.01%
+3
DSX icon
6291
Diana Shipping
DSX
$341M
$2 ﹤0.01%
1
GAMR icon
6292
Amplify Video Game Tech ETF
GAMR
$40.1M
0
XXII
6293
22nd Century Group
XXII
$3.18M
$2 ﹤0.01%
+1
ETHU
6294
2x Ether ETF
ETHU
$1.03B
-6
ABTC
6295
American Bitcoin Corp
ABTC
$1.24B
$1 ﹤0.01%
1
-4,844
SOPA icon
6296
Society Pass
SOPA
$3.54M
$1 ﹤0.01%
2
SDEV
6297
Stablecoin Development Corp
SDEV
$43.7M
$1 ﹤0.01%
+1
MBIO icon
6298
Mustang Bio
MBIO
$4.75M
$1 ﹤0.01%
2
HELX icon
6299
Franklin Genomic Advancements ETF
HELX
$21.9M
0
GREE icon
6300
Greenidge Generation Holdings
GREE
$24.4M
$1 ﹤0.01%
1