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
MMSC icon
6451
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$50M
-76
MOFG
6452
DELISTED
MidWestOne Financial Group
MOFG
-119,067
MORT icon
6453
VanEck Mortgage REIT Income ETF
MORT
$392M
-26,896
MRSN
6454
DELISTED
Mersana Therapeutics
MRSN
-112
NA
6455
Nano Labs
NA
$55.7M
-537
NACP icon
6456
Impact Shares NAACP Minority Empowerment ETF
NACP
$72.5M
-110
NANC icon
6457
Unusual Whales Subversive Democratic Trading ETF
NANC
$274M
-75
NGD
6458
DELISTED
New Gold Inc
NGD
-209,125
NINE
6459
DELISTED
Nine Energy Service
NINE
-19
NIU
6460
Niu Technologies
NIU
$222M
-147,769
NOAH
6461
Noah Holdings
NOAH
$687M
-80,788
XWIN
6462
XMAX Inc
XWIN
$526M
-183
OFS icon
6463
OFS Capital
OFS
$48.2M
-2,217
OPXS icon
6464
Optex Systems
OPXS
$78.1M
-1,342
OSS icon
6465
One Stop Systems
OSS
$427M
-68,394
PAVM icon
6466
PAVmed
PAVM
$46.9M
-1
PCH
6467
DELISTED
PotlatchDeltic
PCH
-604,514
PERI icon
6468
Perion Network
PERI
$409M
-49,935
PFIX icon
6469
Simplify Interest Rate Hedge ETF
PFIX
$213M
-58
PLYM
6470
DELISTED
Plymouth Industrial REIT
PLYM
-364,698
PRE icon
6471
Prenetics Global
PRE
$299M
-8,434
PRPH
6472
DELISTED
ProPhase Labs
PRPH
-177
PSCW icon
6473
Pacer Swan SOS Conservative April ETF
PSCW
$61.1M
-25,253
PSFD icon
6474
Pacer Swan SOS Flex January ETF
PSFD
$59.2M
-80
PSMD icon
6475
Pacer Swan SOS Moderate January ETF
PSMD
$94.4M
-2,803