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
FTQI icon
6401
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$841M
-10,000
FTSD icon
6402
Franklin Short Duration US Government ETF
FTSD
$285M
-55
FUNL
6403
DELISTED
CornerCap Fundametrics Large-Cap ETF
FUNL
-30
FXB icon
6404
Invesco CurrencyShares British Pound Sterling Trust
FXB
$90.2M
-392
FYBR
6405
DELISTED
Frontier Communications
FYBR
-2,804,012
GBIO
6406
DELISTED
Generation Bio
GBIO
-689
GES
6407
DELISTED
Guess Inc
GES
-181,859
GFEB icon
6408
FT Vest US Equity Moderate Buffer ETF February
GFEB
$384M
-10,296
GIFI
6409
DELISTED
Gulf Island Fabrication
GIFI
-6,136
GILT icon
6410
Gilat Satellite Networks
GILT
$1.21B
-185,236
GNSS icon
6411
Genasys
GNSS
$79.1M
-7,000
GOOP icon
6412
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
$27M
-1
GRN icon
6413
iPath Series B Carbon Exchange-Traded Notes
GRN
$21.7M
-2,300
GRP.U
6414
DELISTED
Granite Real Estate Investment Trust
GRP.U
-74,492
GSEP icon
6415
FT Vest US Equity Moderate Buffer ETF September
GSEP
$435M
-6,324
GTBP icon
6416
GT Biopharma
GTBP
$15.6M
$0 ﹤0.01%
1
GVIP icon
6417
Goldman Sachs Hedge Industry VIP ETF
GVIP
$545M
-60
HDLB icon
6418
ETRACS Monthly Pay 2x Leveraged US High Dividend Low Volatility ETN Series B due Oct 21 2049
HDLB
$9.61M
-2
HFGO icon
6419
Hartford Large Cap Growth ETF
HFGO
$193M
-1,221
HI
6420
DELISTED
Hillenbrand
HI
-294,189
HIDV icon
6421
AB US High Dividend ETF
HIDV
$185M
-5,156
HOUS
6422
DELISTED
Anywhere Real Estate
HOUS
-245,833
HUYA
6423
Huya Inc
HUYA
$685M
-97,395
HYAC
6424
DELISTED
Haymaker Acquisition Corp 4
HYAC
-100,000
HYAC.WS
6425
DELISTED
Haymaker Acquisition Corp 4 Warrants
HYAC.WS
0