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
SDRL icon
2626
Seadrill
SDRL
$2.96B
$5.39M ﹤0.01%
119,860
-22,443
JDIV
2627
JPMorgan Dividend Leaders ETF
JDIV
$11.4M
$5.38M ﹤0.01%
104,891
+5,080
PDP icon
2628
Invesco Dorsey Wright Momentum ETF
PDP
$1.57B
$5.37M ﹤0.01%
46,560
-40,133
ANGL icon
2629
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$5.33M ﹤0.01%
187,603
+15,850
ROAD icon
2630
Construction Partners
ROAD
$6.3B
$5.32M ﹤0.01%
50,205
+2,970
SDVY icon
2631
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
$5.3M ﹤0.01%
137,666
+26,202
NPB
2632
Northpointe Bancshares
NPB
$605M
$5.27M ﹤0.01%
310,502
+49,628
CCSI icon
2633
Consensus Cloud Solutions
CCSI
$639M
$5.27M ﹤0.01%
222,781
-23,188
DFEM icon
2634
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.49B
$5.23M ﹤0.01%
156,543
+46,581
PWZ icon
2635
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.13B
$5.23M ﹤0.01%
219,513
-9,460
JPUS
2636
JPMorgan Diversified Return US Equity ETF
JPUS
$451M
$5.22M ﹤0.01%
40,765
-4,359
UGP icon
2637
Ultrapar
UGP
$5.46B
$5.17M ﹤0.01%
968,997
-1,775,445
BSCT icon
2638
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$5.17M ﹤0.01%
278,034
+163,618
NWBI icon
2639
Northwest Bancshares
NWBI
$2.07B
$5.17M ﹤0.01%
410,880
-22,355
JHHY
2640
John Hancock High Yield ETF
JHHY
$83.4M
$5.16M ﹤0.01%
205,719
-20,768
AOA icon
2641
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.2B
$5.15M ﹤0.01%
59,700
+7,675
LYFT icon
2642
Lyft
LYFT
$5.36B
$5.12M ﹤0.01%
405,106
+123,185
RONB
2643
Baron First Principles ETF
RONB
$1.36B
$5.12M ﹤0.01%
+230,000
AAMI
2644
Acadian Asset Management
AAMI
$2.59B
$5.1M ﹤0.01%
97,620
-52,982
CBLL
2645
CeriBell Inc
CBLL
$664M
$5.1M ﹤0.01%
287,206
-100,813
VTWV icon
2646
Vanguard Russell 2000 Value ETF
VTWV
$1.2B
$5.09M ﹤0.01%
31,246
+9,177
TRMK icon
2647
Trustmark
TRMK
$2.58B
$5.09M ﹤0.01%
120,848
-67,814
IHRT icon
2648
iHeartMedia
IHRT
$632M
$5.08M ﹤0.01%
1,812,663
-372,435
OPFI icon
2649
OppFi
OPFI
$714M
$5.06M ﹤0.01%
665,056
-73,224
JPEM icon
2650
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$394M
$5.06M ﹤0.01%
83,921
+939