We are live on ! Find out more
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
TEF
6426
DELISTED
Telefonica
TEF
-172,216
TGL icon
6427
Treasure Global
TGL
$7.6M
-2
TGNA
6428
DELISTED
TEGNA Inc
TGNA
-423,383
THS
6429
DELISTED
Treehouse Foods
THS
-411,606
TMSL icon
6430
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.63B
-532
TOUR
6431
Tuniu
TOUR
$50.5M
-1
TRUE
6432
DELISTED
TrueCar
TRUE
-102,637
TSE
6433
DELISTED
Trinseo
TSE
-18,518
TUA icon
6434
Simplify Short Term Treasury Futures Strategy ETF
TUA
$738M
-1
TUGN icon
6435
STF Tactical Growth & Income ETF
TUGN
$76M
-1
TUYA
6436
Tuya Inc
TUYA
$1.1B
-21,394
UCO icon
6437
ProShares Ultra Bloomberg Crude Oil
UCO
$300M
-20,711
UDEC
6438
Innovator US Equity Ultra Buffer ETF December
UDEC
$245M
-50
UNOV icon
6439
Innovator US Equity Ultra Buffer ETF November
UNOV
$107M
-4,117
URTY icon
6440
ProShares UltraPro Russell2000
URTY
$365M
-8
USB.PRH icon
6441
US Bancorp Series B Preferred Stock
USB.PRH
$750M
0
UVXY icon
6442
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$250M
-48,153
VALN
6443
Valneva
VALN
$492M
-9,396
VFMO icon
6444
Vanguard US Momentum Factor ETF
VFMO
$1.78B
-15
VIXM icon
6445
ProShares VIX Mid-Term Futures ETF
VIXM
$42.3M
-2
VMAR icon
6446
Vision Marine Technologies
VMAR
$1.44M
0
VSDA icon
6447
VictoryShares Dividend Accelerator ETF
VSDA
$246M
-200
VSTA
6448
DELISTED
Vasta Platform
VSTA
-58
VTYX
6449
DELISTED
Ventyx Biosciences
VTYX
-5,449
WBX
6450
Wallbox
WBX
$69.5M
-2