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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
CPLS icon
6551
AB Core Plus Bond ETF
CPLS
$215M
-6,061
CREVW
6552
DELISTED
Carbon Revolution PLC Warrant
CREVW
0
CRVO icon
6553
CervoMed
CRVO
$32.3M
-3,400
CVAC
6554
DELISTED
CureVac
CVAC
-123
CVE.WS
6555
DELISTED
Cenovus Energy Inc Warrants
CVE.WS
0
CWD icon
6556
CaliberCos
CWD
$5.47M
-1,280
CYBR
6557
DELISTED
CyberArk
CYBR
-687,392
DBEZ icon
6558
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
$73.9M
-293
DDL
6559
Dingdong
DDL
$418M
-273,999
DDLS icon
6560
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$425M
-672
DECT icon
6561
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$123M
-4,599
DECW icon
6562
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$224M
-7,781
DENN
6563
DELISTED
Denny's
DENN
-352,556
DIAX
6564
DELISTED
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
-403
DIT icon
6565
AMCON Distributing
DIT
$66.4M
-80
DIVZ icon
6566
Polen Dividend Income ETF
DIVZ
$271M
-56
DOGZ icon
6567
Dogness International Corp
DOGZ
$16.4M
-4,816
DRMA icon
6568
Dermata Therapeutics
DRMA
$5.19M
-696
DRV icon
6569
Direxion Daily Real Estate Bear 3X ETF
DRV
$27M
-25
DURA icon
6570
VanEck Durable High Dividend ETF
DURA
$37.7M
0
DVAX
6571
DELISTED
Dynavax Technologies
DVAX
-674,643
DYLG icon
6572
Global X Dow 30 Covered Call & Growth ETF
DYLG
$6.08M
-1
EAF icon
6573
GrafTech
EAF
$188M
-30
EB
6574
DELISTED
Eventbrite
EB
-32,990
EFAD icon
6575
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$60.7M
-363