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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
EGHA
6326
EGH Acquisition Corp
EGHA
$211M
-49,917
PEW
6327
GrabAGun Digital Holdings
PEW
$68.2M
-17,367
LHAI
6328
Linkhome Holdings
LHAI
$10.6M
-4,493
PCI
6329
PGIM Corporate Bond 5-10 Year ETF
PCI
$538M
-175,000
BCAR
6330
D. Boral ARC Acquisition I Corp
BCAR
$421M
-49,844
MUNB
6331
Northern Trust 2035 Tax-Exempt Distributing Ladder ETF
MUNB
$10.1M
-10,000
AEC
6332
Anfield Energy
AEC
$74.4M
-17
JEDI
6333
Defiance Drone and Modern Warfare ETF
JEDI
$138M
-55
HEDG
6334
Equable Shares Hedged Equity ETF
HEDG
$414M
-5,284
TENM
6335
iShares Large Cap 10% Target Buffer Mar ETF
TENM
$45M
-100
KBONU
6336
Karbon Capital Partners Corp Units
KBONU
$316M
-138,334
AAAC
6337
Columbia AAA CLO ETF
AAAC
$10.1M
-50,000
ADACU
6338
American Drive Acquisition Co Units
ADACU
$204M
-175,325
CCXIU
6339
Churchill Capital Corp XI Units
CCXIU
$443M
-120,000
INFQ
6340
Infleqtion Inc
INFQ
$2.97B
0
QYLG icon
6341
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$155M
-1
RAPT
6342
DELISTED
RAPT Therapeutics
RAPT
-1,668
RBOT
6343
DELISTED
Vicarious Surgical
RBOT
-81
EZRAW
6344
DELISTED
Reliance Global Series A Warrants
EZRAW
0
RERE
6345
ATRenew
RERE
$855M
-808,934
REVG
6346
DELISTED
REV Group
REVG
-87,777
RILY icon
6347
BRC Group Holdings
RILY
$303M
0
RNAM
6348
DELISTED
Avidity Biosciences
RNAM
-820,990
ROE icon
6349
Astoria US Quality Kings ETF
ROE
$286M
-1,393
RPTX
6350
DELISTED
Repare Therapeutics
RPTX
-4