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
AMCI
6601
AMC Robotics
AMCI
$119M
-3
ATXS
6602
DELISTED
Astria Therapeutics
ATXS
-714,679
AUGT icon
6603
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$35.7M
-129
AVDL
6604
DELISTED
Avadel Pharmaceuticals
AVDL
-122,476
AZ icon
6605
A2Z Smart Technologies
AZ
$299M
-2,520
BARK icon
6606
BARK
BARK
$80.4M
-4,347
BAUG icon
6607
Innovator US Equity Buffer ETF August
BAUG
$196M
-95
BBU
6608
DELISTED
Brookfield Business Partners
BBU
-1,013,814
BEAT icon
6609
Heartbeam
BEAT
$55.8M
-500
BETZ icon
6610
Roundhill Sports Betting & iGaming ETF
BETZ
$48.3M
-70
BFEB icon
6611
Innovator US Equity Buffer ETF February
BFEB
$238M
-12,510
BFIN
6612
DELISTED
BankFinancial
BFIN
-6,315
BGSF icon
6613
BGSF Inc
BGSF
$55M
-500
BH.A icon
6614
Biglari Holdings Class A
BH.A
$850M
-252
BITX icon
6615
2x Bitcoin Strategy ETF
BITX
$1.31B
-15
BRW
6616
Saba Capital Income & Opportunities Fund
BRW
$290M
-10,991
BSCW icon
6617
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.42B
-1,861
BTZ icon
6618
BlackRock Credit Allocation Income Trust
BTZ
$951M
-11
BURU icon
6619
Nuburu Inc
BURU
$34.3M
-68
BXMX
6620
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
-2,428
BZFD icon
6621
BuzzFeed
BZFD
$50.1M
-47,036
CADE
6622
DELISTED
Cadence Bank
CADE
-653,615
CAF
6623
Morgan Stanley China A Share Fund
CAF
$334M
-248
CASI
6624
DELISTED
CASI Pharmaceuticals
CASI
-25
CDTX
6625
DELISTED
Cidara Therapeutics
CDTX
-276,551