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
QNTM
6576
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$44M
-577
AZI
6577
Autozi Internet Technology
AZI
$6.19M
-1
SMHX
6578
VanEck Fabless Semiconductor ETF
SMHX
$233M
-16
NSEP
6579
Innovator Growth-100 Power Buffer ETF - September
NSEP
$36.4M
-2,666
AAM
6580
DELISTED
AA Mission Acquisition Corp
AAM
-50,000
AAM.WS
6581
DELISTED
AA Mission Acquisition Corp Warrants
AAM.WS
0
DTSQ
6582
DT Cloud Star Acquisition Corp
DTSQ
$41.1M
-63
HCWC
6583
Healthy Choice Wellness
HCWC
$6.21M
-9
ZENA
6584
ZenaTech Inc
ZENA
$164M
-2,000
EXEEL
6585
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
0
FLX
6586
BingEx Ltd
FLX
$185M
-580
DHDG
6587
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$165M
-13,021
OCTM
6588
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$31.7M
-461
HUHU
6589
HUHUTECH International Group
HUHU
$241M
-225
POLEW
6590
Andretti Acquisition Corp II Warrant
POLEW
$2.76M
0
VCIC
6591
DELISTED
Vine Hill Capital Investment Corp
VCIC
-24,883
AFJK
6592
Aimei Health Technology Co
AFJK
$127M
-23
RYM
6593
RYTHM Inc
RYM
$62.1M
-78
ALEX
6594
DELISTED
Alexander & Baldwin
ALEX
-1,477,402
ALUR
6595
DELISTED
Allurion Technologies
ALUR
-4
ALUR.WS
6596
DELISTED
Allurion Technologies Warrants
ALUR.WS
0
ANEB
6597
DELISTED
Anebulo Pharmaceuticals
ANEB
-2,253
APLT
6598
DELISTED
Applied Therapeutics
APLT
-12,064
ARBK
6599
Argo Blockchain
ARBK
$60M
-1
AREC icon
6600
American Resources Corp
AREC
$247M
-149,442