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
CUE icon
6301
Cue Biopharma
CUE
$82.5M
0
INFQ
6302
Infleqtion Inc
INFQ
$3.02B
0
CCXIU
6303
Churchill Capital Corp XI Units
CCXIU
$313M
-120,000
ADACU
6304
American Drive Acquisition Co Units
ADACU
-175,325
AAAC
6305
Columbia AAA CLO ETF
AAAC
$10M
-50,000
KBONU
6306
Karbon Capital Partners Corp Units
KBONU
$316M
-138,334
XXI
6307
Twenty One Capital Inc
XXI
$2.91B
0
CRAC
6308
Crown Reserve Acquisition Corp I
CRAC
$217M
-63
TDWD
6309
Tailwind 2.0 Acquisition Corp
TDWD
-86
REED
6310
Reed's Inc
REED
$21.5M
-5
LFACU
6311
Leapfrog Acquisition Corp Units
LFACU
-15,000
SAC.U
6312
Safeguard Acquisition Corp Units
SAC.U
-66,667
RNGT
6313
Range Capital Acquisition Corp II
RNGT
$315M
-87
XRP
6314
Bitwise XRP ETF
XRP
-3,870
GLOO
6315
Gloo Holdings Inc
GLOO
$491M
-33
DNMX
6316
Dynamix Corp III
DNMX
$268M
-74
LVLN
6317
State Street SPDR S&P Leveraged Loan ETF
LVLN
$44.6M
-320,000
APXT
6318
Apex Treasury Corp
APXT
$460M
-76
FTNY
6319
Franklin New York Municipal Income ETF
FTNY
$637M
-5,953
FTCA
6320
Franklin California Municipal Income ETF
FTCA
$594M
-2,505
TENM
6321
iShares Large Cap 10% Target Buffer Mar ETF
TENM
$47.2M
-100
HEDG
6322
Equable Shares Hedged Equity ETF
HEDG
$401M
-5,284
JEDI
6323
Defiance Drone and Modern Warfare ETF
JEDI
$120M
-55
AEC
6324
Anfield Energy
AEC
$87.5M
-17
MUNB
6325
Northern Trust 2035 Tax-Exempt Distributing Ladder ETF
MUNB
$10.1M
-10,000