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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
SOPA
6301
DELISTED
Society Pass
SOPA
$1 ﹤0.01%
2
ABTC
6302
American Bitcoin Corp
ABTC
$763M
$1 ﹤0.01%
1
-4,844
QCJA
6303
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$83.4M
-4,735
TOPP
6304
Toppoint Holdings
TOPP
$22.9M
-2
HBTA
6305
Horizon Expedition Plus ETF
HBTA
$228M
-3,969
HVII
6306
Hennessy Capital Investment Corp VII
HVII
$271M
-9,895
FNGU
6307
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
$1.92B
-587
QMFE
6308
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$48.1M
-116
ZMAR
6309
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$114M
-389
IPEX
6310
Inflection Point Acquisition Corp V
IPEX
$125M
-49,942
EPSM
6311
Epsium Enterprise
EPSM
$17.4M
-131
LCAP
6312
Principal Capital Appreciation Select ETF
LCAP
$339M
-119
ZAPR
6313
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$64.5M
-343
LHSW
6314
Lianhe Sowell International Group
LHSW
$4.78M
-509
VIVS
6315
VivoSim Labs
VIVS
$2.98M
-3
ZMAY
6316
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$96.9M
-300
CCCXU
6317
DELISTED
Churchill Capital Corp X Unit
CCCXU
-10,000
PELIU
6318
DELISTED
Pelican Acquisition Corp Unit
PELIU
-25,000
REMG
6319
Russell Investments Emerging Markets Equity ETF
REMG
$106M
-1,231
ZJUN
6320
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$149M
-155
BSCZ
6321
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$265M
-241,435
NPAC
6322
New Providence Acquisition Corp III
NPAC
$398M
-39,835
BUFH
6323
FT Vest Laddered Max Buffer ETF
BUFH
$54.4M
-4,555
CAIE
6324
Calamos Autocallable Income ETF
CAIE
$1.01B
-550
FAC
6325
Factorial Energy Inc
FAC
$1.22B
-99,853