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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
GSEP icon
6601
FT Vest US Equity Moderate Buffer ETF September
GSEP
$324M
-6,324
GTBP icon
6602
GT Biopharma
GTBP
$15.5M
$0 ﹤0.01%
1
GVIP icon
6603
Goldman Sachs Hedge Industry VIP ETF
GVIP
$561M
-60
HDLB icon
6604
ETRACS Monthly Pay 2x Leveraged US High Dividend Low Volatility ETN Series B due Oct 21 2049
HDLB
$10.1M
-2
HFGO icon
6605
Hartford Large Cap Growth ETF
HFGO
$195M
-1,221
HI
6606
DELISTED
Hillenbrand
HI
-294,189
HIDV icon
6607
AB US High Dividend ETF
HIDV
$201M
-5,156
HOUS
6608
DELISTED
Anywhere Real Estate
HOUS
-245,833
HUYA
6609
Huya Inc
HUYA
$522M
-97,395
HYAC
6610
DELISTED
Haymaker Acquisition Corp 4
HYAC
-100,000
HYAC.WS
6611
DELISTED
Haymaker Acquisition Corp 4 Warrants
HYAC.WS
0
IBTL icon
6612
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$574M
-517
IDN icon
6613
Intellicheck
IDN
$88.1M
-27
IZRL icon
6614
ARK Israel Innovative Technology ETF
IZRL
$137M
-13
JAMF
6615
DELISTED
Jamf
JAMF
-161,298
JG
6616
Aurora Mobile
JG
$26.2M
-10
JOF
6617
Japan Smaller Capitalization Fund
JOF
$325M
-710
JSI icon
6618
Janus Henderson Securitized Income ETF
JSI
$1.52B
-800
JUNT icon
6619
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$109M
-380
JULW icon
6620
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$231M
-2,960
JZXN icon
6621
Jiuzi Holdings
JZXN
$1.53M
-176
KJAN icon
6622
Innovator US Small Cap Power Buffer ETF January
KJAN
$334M
-178
KOCT icon
6623
Innovator US Small Cap Power Buffer ETF October
KOCT
$144M
-8,058
LABD icon
6624
Direxion Daily S&P Biotech Bear 3X ETF
LABD
$74.4M
-11,250
LGO
6625
Largo
LGO
$64.9M
-29,435