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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
EWZS icon
6576
iShares MSCI Brazil Small-Cap ETF
EWZS
$235M
-300
EXAS
6577
DELISTED
Exact Sciences
EXAS
-674,621
EXK
6578
Endeavour Silver
EXK
$2.47B
0
FCUV icon
6579
Focus Universal
FCUV
$3.07M
-1
FLJH icon
6580
Franklin FTSE Japan Hedged ETF
FLJH
$172M
-9
FLN icon
6581
First Trust Latin America AlphaDEX Fund
FLN
$34.7M
-66
FNGD icon
6582
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
$479M
-660
FRGE
6583
DELISTED
Forge Global Holdings
FRGE
-16,177
FRGT icon
6584
Freight Technologies
FRGT
$2.29M
0
FSCO
6585
FS Credit Opportunities Corp
FSCO
$977M
-6,702
FSFG
6586
DELISTED
First Savings Financial Group
FSFG
-2,781
FTQI icon
6587
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$898M
-10,000
FTSD icon
6588
Franklin Short Duration US Government ETF
FTSD
$294M
-55
FUNL
6589
DELISTED
CornerCap Fundametrics Large-Cap ETF
FUNL
-30
FXB icon
6590
Invesco CurrencyShares British Pound Sterling Trust
FXB
$76.2M
-392
FYBR
6591
DELISTED
Frontier Communications
FYBR
-2,804,012
GBIO
6592
DELISTED
Generation Bio
GBIO
-689
GES
6593
DELISTED
Guess Inc
GES
-181,859
GFEB icon
6594
FT Vest US Equity Moderate Buffer ETF February
GFEB
$381M
-10,296
GIFI
6595
DELISTED
Gulf Island Fabrication
GIFI
-6,136
GILT icon
6596
Gilat Satellite Networks
GILT
$891M
-185,236
GNSS icon
6597
Genasys
GNSS
$77M
-7,000
GOOP icon
6598
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
$27M
-1
GRN icon
6599
iPath Series B Carbon Exchange-Traded Notes
GRN
$23.2M
-2,300
GRP.U
6600
DELISTED
Granite Real Estate Investment Trust
GRP.U
-74,492