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
SNV
6501
DELISTED
Synovus
SNV
-1,035,288
SPCB icon
6502
SuperCom
SPCB
$61M
-1,700
SRFM icon
6503
Surf Air Mobility
SRFM
$125M
-6,600
SRG
6504
Seritage Growth Properties
SRG
$148M
0
SRI icon
6505
Stoneridge
SRI
$204M
-121,239
STEM icon
6506
Stem
STEM
$83.7M
-4,914
STEW
6507
SRH Total Return Fund
STEW
$1.7B
-6,320
STKS icon
6508
The ONE Group
STKS
$60M
-9,228
STRO icon
6509
Sutro Biopharma
STRO
$637M
-741
SYBX
6510
DELISTED
Synlogic
SYBX
-1
TCPC icon
6511
BlackRock TCP Capital
TCPC
$359M
-24,435
TEF
6512
DELISTED
Telefonica
TEF
-172,216
TGL icon
6513
Treasure Global
TGL
$6.97M
-2
TGNA
6514
DELISTED
TEGNA Inc
TGNA
-423,383
THS
6515
DELISTED
Treehouse Foods
THS
-411,606
TMSL icon
6516
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.12B
-532
TOUR
6517
Tuniu
TOUR
$67.8M
-1
TRUE
6518
DELISTED
TrueCar
TRUE
-102,637
TSE
6519
DELISTED
Trinseo
TSE
-18,518
TUA icon
6520
Simplify Short Term Treasury Futures Strategy ETF
TUA
$779M
-1
TUGN icon
6521
STF Tactical Growth & Income ETF
TUGN
$84.4M
-1
TUYA
6522
Tuya Inc
TUYA
$1.33B
-21,394
UCO icon
6523
ProShares Ultra Bloomberg Crude Oil
UCO
$445M
-20,711
UDEC
6524
Innovator US Equity Ultra Buffer ETF December
UDEC
$315M
-50
UNOV icon
6525
Innovator US Equity Ultra Buffer ETF November
UNOV
$181M
-4,117