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
FMB icon
2701
First Trust Managed Municipal ETF
FMB
$2.04B
$4.77M ﹤0.01%
94,356
+8,020
IBDR icon
2702
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.6B
$4.76M ﹤0.01%
196,608
-20,459
LEU icon
2703
Centrus Energy
LEU
$3.92B
$4.76M ﹤0.01%
28,266
-15,786
ARLO icon
2704
Arlo Technologies
ARLO
$1.45B
$4.76M ﹤0.01%
348,285
-142,653
RARE icon
2705
Ultragenyx Pharmaceutical
RARE
$2.15B
$4.75M ﹤0.01%
245,928
-3,728,102
UAA icon
2706
Under Armour
UAA
$2.31B
$4.74M ﹤0.01%
838,203
+725,765
TGTX icon
2707
TG Therapeutics
TGTX
$5.61B
$4.74M ﹤0.01%
150,523
+18,577
SNCY
2708
DELISTED
Sun Country Airlines
SNCY
$4.74M ﹤0.01%
298,610
+169,852
PAYO icon
2709
Payoneer
PAYO
$1.79B
$4.74M ﹤0.01%
992,953
+757,976
SEM icon
2710
Select Medical
SEM
$2.04B
$4.73M ﹤0.01%
290,638
+69,068
OPY icon
2711
Oppenheimer Holdings
OPY
$1.02B
$4.71M ﹤0.01%
53,824
+3,024
FNDA icon
2712
Schwab Fundamental US Small Company Index ETF
FNDA
$9.02B
$4.71M ﹤0.01%
149,033
+65,731
STRA icon
2713
Strategic Education
STRA
$1.79B
$4.71M ﹤0.01%
57,072
-15,582
AOMR
2714
Angel Oak Mortgage REIT
AOMR
$206M
$4.7M ﹤0.01%
575,035
+378,803
GIII icon
2715
G-III Apparel Group
GIII
$1.37B
$4.7M ﹤0.01%
173,908
+38,874
ALX
2716
Alexander's
ALX
$1.26B
$4.7M ﹤0.01%
19,823
-8,267
SNN icon
2717
Smith & Nephew
SNN
$12.5B
$4.7M ﹤0.01%
148,640
-143,850
ADMA icon
2718
ADMA Biologics
ADMA
$1.76B
$4.69M ﹤0.01%
512,926
+213,845
SHE icon
2719
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$383M
$4.68M ﹤0.01%
37,503
-28
RH icon
2720
RH
RH
$2.95B
$4.67M ﹤0.01%
35,366
+13,207
GSL icon
2721
Global Ship Lease
GSL
$1.35B
$4.67M ﹤0.01%
129,771
+39,059
AGGY icon
2722
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$875M
$4.67M ﹤0.01%
107,764
+1,381
UAE icon
2723
iShares MSCI UAE ETF
UAE
$270M
$4.65M ﹤0.01%
260,586
+8,282
BRKRP
2724
Bruker Corporation 6.375% Series A Preferred Stock
BRKRP
$1.18B
$4.64M ﹤0.01%
16,453
+15,754
DFTX
2725
Definium Therapeutics
DFTX
$2.49B
$4.63M ﹤0.01%
264,545
+110,823