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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
WCBR
6451
WisdomTree Cybersecurity Fund
WCBR
$96M
-5
WINN icon
6452
Harbor Long-Term Growers ETF
WINN
$1.1B
-262
XBOC icon
6453
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$64.4M
-648
XMVM icon
6454
Invesco S&P MidCap Value with Momentum ETF
XMVM
$474M
-53
XNET
6455
Xunlei
XNET
$341M
-83
XRLV
6456
DELISTED
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
-284
XUSP icon
6457
Innovator Uncapped Accelerated US Equity ETF
XUSP
$47.2M
-555
YJUN icon
6458
FT Vest International Equity Buffer ETF June
YJUN
$129M
-1,209
VSTD
6459
Vestand Inc
VSTD
$2.95M
-8
YRD
6460
Yiren Digital
YRD
$97.1M
-274
YSEP icon
6461
FT Vest International Equity Buffer ETF September
YSEP
$115M
-292
ZEPP
6462
Zepp Health
ZEPP
$65.8M
0
ZEUS
6463
DELISTED
Olympic Steel
ZEUS
-37,479
DAY
6464
DELISTED
Dayforce
DAY
-790,637
QDTE icon
6465
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$845M
-26
XDTE icon
6466
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$320M
-23
BNAI
6467
Brand Engagement Network
BNAI
$119M
-6
IWMW icon
6468
iShares Russell 2000 BuyWrite ETF
IWMW
$52.5M
-17,443
AIFC
6469
AI Financial Corp
AIFC
$76.9M
-850
EVSM icon
6470
Eaton Vance Short Duration Municipal Income ETF
EVSM
$752M
-115
QTTB icon
6471
Q32 Bio
QTTB
$223M
-324
FLAO icon
6472
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
$8.45M
-359
NXTT icon
6473
Next Technology
NXTT
$89.2M
-881
ZOOZ
6474
ZOOZ Strategy Ltd
ZOOZ
$42.4M
-170
MSTX
6475
Defiance Daily Target 2x Long MSTR ETF
MSTX
$114M
-1