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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
RXD icon
6351
ProShares UltraShort Health Care
RXD
$3.19M
0
SCM icon
6352
Stellus Capital Investment Corp
SCM
$244M
-75
SEPW icon
6353
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$105M
-7,964
SHCO
6354
DELISTED
Soho House & Co
SHCO
-2,400
AAM
6355
DELISTED
AA Mission Acquisition Corp
AAM
-50,000
AAM.WS
6356
DELISTED
AA Mission Acquisition Corp Warrants
AAM.WS
0
DTSQ
6357
DT Cloud Star Acquisition Corp
DTSQ
$41.3M
-63
HCWC
6358
Healthy Choice Wellness
HCWC
$4.97M
-9
TGEN
6359
Tecogen Inc
TGEN
$155M
-450
KFYP
6360
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
IPFF
6361
DELISTED
iShares International Preferred Stock ETF
IPFF
0
SCIU
6362
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UCD
6363
DELISTED
PROSHARES ULTRA BLOOMBERG COMMODITY
UCD
0
DENT
6364
DELISTED
AdvisorShares Dent Tactical ETF
DENT
0
AHL
6365
DELISTED
Aspen Insurance
AHL
-942,103
FOUR.PRA
6366
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$608M
-21,251
GIBO
6367
GIBO Holdings
GIBO
$3.26M
-11
FTCA
6368
Franklin California Municipal Income ETF
FTCA
$614M
-2,505
FTNY
6369
Franklin New York Municipal Income ETF
FTNY
$652M
-5,953
APXT
6370
Apex Treasury Corp
APXT
$462M
-76
LVLN
6371
State Street SPDR S&P Leveraged Loan ETF
LVLN
$44.4M
-320,000
DNMX
6372
Dynamix Corp III
DNMX
$268M
-74
GLOO
6373
Gloo Holdings Inc
GLOO
$358M
-33
XRP
6374
Bitwise XRP ETF
XRP
$237M
-3,870
RNGT
6375
Range Capital Acquisition Corp II
RNGT
$316M
-87