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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
CPNJ
6476
Calamos Nasdaq-100 Structured Alt Protection ETF - June
CPNJ
$38.5M
-251
BSCY
6477
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$563M
-168,164
CUBWU
6478
Lionheart Holdings Unit
CUBWU
$221M
-300
CCIX
6479
Churchill Capital Corp IX
CCIX
$399M
-24,843
JUNM
6480
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$64.7M
-1,371
AJUL
6481
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$57.1M
-979
IBUF
6482
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$207M
-3,902
JULU
6483
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$57.4M
-23,024
ZJUL
6484
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$127M
-404
FETH
6485
Fidelity Ethereum Fund
FETH
$849M
-20
GCAL
6486
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$174M
-573
FSCC
6487
Federated Hermes MDT Small Cap Core ETF
FSCC
$303M
-150
AUGU
6488
AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF
AUGU
$38.4M
-2,793
FTW.U
6489
DELISTED
EQV Ventures Acquisition Corp Units
FTW.U
-24
QNTM
6490
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$24.3M
-577
AZI
6491
Autozi Internet Technology
AZI
$4.56M
-1
SMHX
6492
VanEck Fabless Semiconductor ETF
SMHX
$278M
-16
NSEP
6493
Innovator Growth-100 Power Buffer ETF - September
NSEP
$36.5M
-2,666
ZENA
6494
ZenaTech Inc
ZENA
$136M
-2,000
EXEEL
6495
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
0
FLX
6496
BingEx Ltd
FLX
$162M
-580
DHDG
6497
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$142M
-13,021
OCTM
6498
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$31.8M
-461
HUHU
6499
HUHUTECH International Group
HUHU
$253M
-225
POLEW
6500
Andretti Acquisition Corp II Warrant
POLEW
$1.96M
0