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
LHSW
6351
Lianhe Sowell International Group
LHSW
$12.6M
-509
ZAPR
6352
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$82.3M
-343
LCAP
6353
Principal Capital Appreciation Select ETF
LCAP
$273M
-119
EPSM
6354
Epsium Enterprise
EPSM
$18M
-131
IPEX
6355
Inflection Point Acquisition Corp V
IPEX
$125M
-49,942
ZMAR
6356
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$120M
-389
QMFE
6357
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$54.2M
-116
FNGU
6358
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
$2.44B
-587
HVII
6359
Hennessy Capital Investment Corp VII
HVII
$271M
-9,895
HBTA
6360
Horizon Expedition Plus ETF
HBTA
$147M
-3,969
TOPP
6361
Toppoint Holdings
TOPP
$18.6M
-2
QCJA
6362
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$86.9M
-4,735
ZYBT
6363
Zhengye Biotechnology Holding
ZYBT
$45M
-457
CNCK
6364
Coincheck Group
CNCK
$296M
-29,302
MRLN
6365
Merlin Inc
MRLN
$657M
-24,864
BACQR
6366
DELISTED
Inflection Point Acquisition Corp IV Right
BACQR
-199,400
QLTI
6367
GMO International Quality ETF
QLTI
$281M
-13,468
ABPWW
6368
DELISTED
Abpro Holdings Warrant
ABPWW
0
QMNV
6369
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$63.4M
-4,811
ELPW
6370
Elong Power Holding Ltd
ELPW
$2.74M
0
MTVA
6371
MetaVia Inc
MTVA
$6.15M
-22
DBEZ icon
6372
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
$70.7M
-293
DDL
6373
Dingdong
DDL
$566M
-273,999
DDLS icon
6374
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$454M
-672
DECT icon
6375
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$124M
-4,599