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
QDEC icon
6476
FT Vest Growth-100 Buffer ETF December
QDEC
$699M
-29,413
QIPT
6477
DELISTED
Quipt Home Medical
QIPT
-66
QUIK icon
6478
QuickLogic
QUIK
$365M
-59
QYLG icon
6479
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$147M
-1
RAPT
6480
DELISTED
RAPT Therapeutics
RAPT
-1,668
RBOT
6481
DELISTED
Vicarious Surgical
RBOT
-81
EZRAW
6482
DELISTED
Reliance Global Series A Warrants
EZRAW
0
RERE
6483
ATRenew
RERE
$997M
-808,934
REVG
6484
DELISTED
REV Group
REVG
-87,777
RILY icon
6485
BRC Group Holdings
RILY
$347M
0
RNAM
6486
DELISTED
Avidity Biosciences
RNAM
-820,990
ROE icon
6487
Astoria US Quality Kings ETF
ROE
$246M
-1,393
RPTX
6488
DELISTED
Repare Therapeutics
RPTX
-4
RXD icon
6489
ProShares UltraShort Health Care
RXD
$5.5M
0
SCM icon
6490
Stellus Capital Investment Corp
SCM
$267M
-75
SEPW icon
6491
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$112M
-7,964
SHCO
6492
DELISTED
Soho House & Co
SHCO
-2,400
SHIM icon
6493
Shimmick
SHIM
$182M
-730
BNKK
6494
Bonk Inc
BNKK
$17.2M
-457
SINT icon
6495
SiNtx Technologies
SINT
$9.89M
-31
SIXJ icon
6496
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$155M
-44
SIXO icon
6497
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$149M
-29,182
SLVO icon
6498
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$16.5M
-1
SMLR
6499
DELISTED
Semler Scientific
SMLR
-9,686
SNCR
6500
DELISTED
Synchronoss Technologies
SNCR
-3,974