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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
PSCW icon
6401
Pacer Swan SOS Conservative April ETF
PSCW
$59.4M
-25,253
PSFD icon
6402
Pacer Swan SOS Flex January ETF
PSFD
$58M
-80
PSMD icon
6403
Pacer Swan SOS Moderate January ETF
PSMD
$91.5M
-2,803
QDEC icon
6404
FT Vest Growth-100 Buffer ETF December
QDEC
$690M
-29,413
QIPT
6405
DELISTED
Quipt Home Medical
QIPT
-66
QUIK icon
6406
QuickLogic
QUIK
$328M
-59
SHIM icon
6407
Shimmick
SHIM
$175M
-730
BNKK
6408
Bonk Inc
BNKK
$11.7M
-457
SINT icon
6409
SiNtx Technologies
SINT
$12.2M
-31
SIXJ icon
6410
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$147M
-44
SIXO icon
6411
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$126M
-29,182
SLVO icon
6412
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$11.6M
-1
SMLR
6413
DELISTED
Semler Scientific
SMLR
-9,686
SNCR
6414
DELISTED
Synchronoss Technologies
SNCR
-3,974
SNV
6415
DELISTED
Synovus
SNV
-1,035,288
SPCB icon
6416
SuperCom
SPCB
$62.8M
-1,700
SRFM icon
6417
Surf Air Mobility
SRFM
$90.6M
-6,600
SRG
6418
Seritage Growth Properties
SRG
$150M
0
SRI icon
6419
Stoneridge
SRI
$207M
-121,239
STEM icon
6420
Stem
STEM
$65.9M
-4,914
STEW
6421
SRH Total Return Fund
STEW
$1.71B
-6,320
STKS icon
6422
The ONE Group
STKS
$62.8M
-9,228
STRO icon
6423
Sutro Biopharma
STRO
$506M
-741
SYBX
6424
DELISTED
Synlogic
SYBX
-1
TCPC icon
6425
BlackRock TCP Capital
TCPC
$272M
-24,435