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
URTY icon
6526
ProShares UltraPro Russell2000
URTY
$350M
-8
USB.PRH icon
6527
US Bancorp Series B Preferred Stock
USB.PRH
$764M
0
UVXY icon
6528
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$456M
-48,153
VALN
6529
Valneva
VALN
$563M
-9,396
VFMO icon
6530
Vanguard US Momentum Factor ETF
VFMO
$1.65B
-15
VIXM icon
6531
ProShares VIX Mid-Term Futures ETF
VIXM
$56.3M
-2
VMAR icon
6532
Vision Marine Technologies
VMAR
$1.26M
0
VSDA icon
6533
VictoryShares Dividend Accelerator ETF
VSDA
$231M
-200
VSTA
6534
DELISTED
Vasta Platform
VSTA
-58
VTYX
6535
DELISTED
Ventyx Biosciences
VTYX
-5,449
WBX icon
6536
Wallbox
WBX
$48.2M
-2
WCBR icon
6537
WisdomTree Cybersecurity Fund
WCBR
$88M
-5
WINN icon
6538
Harbor Long-Term Growers ETF
WINN
$1.14B
-262
XBOC icon
6539
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$64.1M
-648
XMVM icon
6540
Invesco S&P MidCap Value with Momentum ETF
XMVM
$450M
-53
XNET
6541
Xunlei
XNET
$397M
-83
XRLV
6542
DELISTED
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
-284
XUSP icon
6543
Innovator Uncapped Accelerated US Equity ETF
XUSP
$46.4M
-555
YJUN icon
6544
FT Vest International Equity Buffer ETF June
YJUN
$132M
-1,209
VSTD
6545
Vestand Inc
VSTD
$7.25M
-8
YRD
6546
Yiren Digital
YRD
$173M
-274
YSEP icon
6547
FT Vest International Equity Buffer ETF September
YSEP
$126M
-292
ZEPP
6548
Zepp Health
ZEPP
$164M
0
ZEUS
6549
DELISTED
Olympic Steel
ZEUS
-37,479
DAY
6550
DELISTED
Dayforce
DAY
-790,637