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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
VCIC
6501
DELISTED
Vine Hill Capital Investment Corp
VCIC
-24,883
QLTI
6502
GMO International Quality ETF
QLTI
$289M
-13,468
ABPWW
6503
DELISTED
Abpro Holdings Warrant
ABPWW
0
QMNV
6504
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.4M
-4,811
ELPW
6505
Elong Power Holding Ltd
ELPW
$2.83M
0
MTVA
6506
MetaVia Inc
MTVA
$7.39M
-22
BACQR
6507
DELISTED
Inflection Point Acquisition Corp IV Right
BACQR
-199,400
MRLN
6508
Merlin Inc
MRLN
$479M
-24,864
CNCK
6509
Coincheck Group
CNCK
$429M
-29,302
ZYBT
6510
Zhengye Biotechnology Holding
ZYBT
$33.8M
-457
AFJK
6511
Aimei Health Technology Co
AFJK
$84.9M
-23
RYM
6512
RYTHM Inc
RYM
$61M
-78
ALEX
6513
DELISTED
Alexander & Baldwin
ALEX
-1,477,402
ALUR
6514
DELISTED
Allurion Technologies
ALUR
-4
ALUR.WS
6515
DELISTED
Allurion Technologies Warrants
ALUR.WS
0
ANEB
6516
DELISTED
Anebulo Pharmaceuticals
ANEB
-2,253
APLT
6517
DELISTED
Applied Therapeutics
APLT
-12,064
ARBK
6518
Argo Blockchain
ARBK
$53.3M
-1
AREC icon
6519
American Resources Corp
AREC
$223M
-149,442
AMCI
6520
AMC Robotics
AMCI
$95.4M
-3
ATXS
6521
DELISTED
Astria Therapeutics
ATXS
-714,679
AUGT icon
6522
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$29.3M
-129
AVDL
6523
DELISTED
Avadel Pharmaceuticals
AVDL
-122,476
AZ icon
6524
A2Z Smart Technologies
AZ
$236M
-2,520
BARK icon
6525
BARK
BARK
$74.8M
-4,347