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
IBTL icon
6426
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$555M
-517
IDN icon
6427
Intellicheck
IDN
$92.5M
-27
IZRL icon
6428
ARK Israel Innovative Technology ETF
IZRL
$143M
-13
JAMF
6429
DELISTED
Jamf
JAMF
-161,298
JG
6430
Aurora Mobile
JG
$37M
-10
JOF
6431
Japan Smaller Capitalization Fund
JOF
$332M
-710
JSI icon
6432
Janus Henderson Securitized Income ETF
JSI
$1.51B
-800
JUNT icon
6433
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$18M
-380
JULW icon
6434
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$234M
-2,960
JZXN icon
6435
Jiuzi Holdings
JZXN
$1.57M
-176
KJAN icon
6436
Innovator US Small Cap Power Buffer ETF January
KJAN
$327M
-178
KOCT icon
6437
Innovator US Small Cap Power Buffer ETF October
KOCT
$144M
-8,058
LABD icon
6438
Direxion Daily S&P Biotech Bear 3X ETF
LABD
$73.6M
-11,250
LGO
6439
Largo
LGO
$98.3M
-29,435
LJAN icon
6440
Innovator Premium Income 15 Buffer ETF January
LJAN
$12.4M
-3,430
LRGC icon
6441
AB US Large Cap Strategic Equities ETF
LRGC
$1.21B
-3
LVRO
6442
DELISTED
Lavoro
LVRO
-6,000
LYRA
6443
DELISTED
LYRA THERAPEUTICS INC
LYRA
-27
MATH icon
6444
Metalpha Technology Holding
MATH
$42.7M
-383
MBCN
6445
DELISTED
Middlefield Banc Corp
MBCN
-33,007
MDXH icon
6446
MDxHealth
MDXH
$50.6M
-536
MEGI
6447
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$786M
-5,000
MGIC
6448
DELISTED
Magic Software Enterprises
MGIC
-39,210
MJ icon
6449
Amplify Alternative Harvest ETF
MJ
$130M
-257
MKC.V icon
6450
McCormick & Company Voting
MKC.V
$12.5B
-158