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
BCAR
6326
D. Boral ARC Acquisition I Corp
BCAR
$431M
-49,844
PCI
6327
PGIM Corporate Bond 5-10 Year ETF
PCI
$525M
-175,000
LHAI
6328
Linkhome Holdings
LHAI
$16M
-4,493
PEW
6329
GrabAGun Digital Holdings
PEW
$89.7M
-17,367
EGHA
6330
EGH Acquisition Corp
EGHA
$212M
-49,917
CGCT
6331
Cartesian Growth Corp III
CGCT
$358M
-99,853
CAIE
6332
Calamos Autocallable Income ETF
CAIE
$900M
-550
BUFH
6333
FT Vest Laddered Max Buffer ETF
BUFH
$54.3M
-4,555
NPAC
6334
New Providence Acquisition Corp III
NPAC
$397M
-39,835
BSCZ
6335
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$246M
-241,435
ZJUN
6336
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$33.5M
-155
REMG
6337
Russell Investments Emerging Markets Equity ETF
REMG
$103M
-1,231
PELIU
6338
DELISTED
Pelican Acquisition Corp Unit
PELIU
-25,000
CCCXU
6339
DELISTED
Churchill Capital Corp X Unit
CCCXU
-10,000
GIBO
6340
GIBO Holdings
GIBO
$41.9M
-11
FOUR.PRA
6341
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$541M
-21,251
AHL
6342
DELISTED
Aspen Insurance
AHL
-942,103
DENT
6343
DELISTED
AdvisorShares Dent Tactical ETF
DENT
0
UCD
6344
DELISTED
PROSHARES ULTRA BLOOMBERG COMMODITY
UCD
0
SCIU
6345
DELISTED
Global X Scientific Beta US ETF
SCIU
0
IPFF
6346
DELISTED
iShares International Preferred Stock ETF
IPFF
0
KFYP
6347
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
TGEN
6348
Tecogen Inc
TGEN
$186M
-450
ZMAY
6349
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$115M
-300
VIVS
6350
VivoSim Labs
VIVS
$3.82M
-3