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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
SAC.U
6376
Safeguard Acquisition Corp Units
SAC.U
-66,667
LFACU
6377
Leapfrog Acquisition Corp Units
LFACU
$131M
-15,000
REED
6378
Reed's Inc
REED
$14.8M
-5
TDWD
6379
Tailwind 2.0 Acquisition Corp
TDWD
$236M
-86
CRAC
6380
Crown Reserve Acquisition Corp I
CRAC
$226M
-63
XXI
6381
Twenty One Capital Inc
XXI
$1.85B
0
MRSN
6382
DELISTED
Mersana Therapeutics
MRSN
-112
NA
6383
Nano Labs
NA
$39.9M
-537
NACP icon
6384
Impact Shares NAACP Minority Empowerment ETF
NACP
$74.1M
-110
NANC icon
6385
Unusual Whales Subversive Democratic Trading ETF
NANC
$273M
-75
NGD
6386
DELISTED
New Gold Inc
NGD
-209,125
NINE
6387
DELISTED
Nine Energy Service
NINE
-19
NIU
6388
Niu Technologies
NIU
$153M
-147,769
NOAH
6389
Noah Holdings
NOAH
$655M
-80,788
XMAX
6390
XMAX Inc
XMAX
$559M
-183
OFS icon
6391
OFS Capital
OFS
$45.4M
-2,217
OPXS icon
6392
Optex Systems
OPXS
$89.1M
-1,342
OSS icon
6393
One Stop Systems
OSS
$402M
-68,394
PAVM icon
6394
PAVmed
PAVM
$36.2M
-1
PCH
6395
DELISTED
PotlatchDeltic
PCH
-604,514
PERI icon
6396
Perion Network
PERI
$362M
-49,935
PFIX icon
6397
Simplify Interest Rate Hedge ETF
PFIX
$191M
-58
PLYM
6398
DELISTED
Plymouth Industrial REIT
PLYM
-364,698
PRE icon
6399
Prenetics Global
PRE
$320M
-8,434
PRPH
6400
DELISTED
ProPhase Labs
PRPH
-177