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
GPRE icon
2726
Green Plains
GPRE
$1.13B
$4.63M ﹤0.01%
279,897
+36,023
CVGW
2727
DELISTED
Calavo Growers
CVGW
$4.63M ﹤0.01%
178,749
+125,090
LMBS icon
2728
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.26B
$4.63M ﹤0.01%
93,060
-166
HPE.PRC
2729
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$4.31B
$4.62M ﹤0.01%
71,554
-33,247
LBTYK icon
2730
Liberty Global Class C
LBTYK
$4B
$4.61M ﹤0.01%
392,108
+47,700
SMIG icon
2731
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.37B
$4.61M ﹤0.01%
159,237
+6,405
IVOG icon
2732
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.65B
$4.61M ﹤0.01%
38,122
-808
TQQQ icon
2733
ProShares UltraPro QQQ
TQQQ
$41B
$4.6M ﹤0.01%
121,531
+100,123
USO icon
2734
United States Oil Fund
USO
$1.88B
$4.59M ﹤0.01%
+35,379
PPLC
2735
PPL Corp Corporate Units
PPLC
$4.59M ﹤0.01%
+89,521
STC icon
2736
Stewart Information Services
STC
$1.95B
$4.59M ﹤0.01%
75,046
-38,046
FYX icon
2737
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.28B
$4.58M ﹤0.01%
39,441
+1,932
SOXQ icon
2738
Invesco PHLX Semiconductor ETF
SOXQ
$2.55B
$4.57M ﹤0.01%
81,278
+286
FSM icon
2739
Fortuna Silver Mines
FSM
$2.98B
$4.56M ﹤0.01%
487,648
+342,876
AVPT icon
2740
AvePoint
AVPT
$2.39B
$4.56M ﹤0.01%
486,877
-363,815
REZ icon
2741
iShares Residential and Multisector Real Estate ETF
REZ
$826M
$4.56M ﹤0.01%
55,319
+30,697
EEFT icon
2742
Euronet Worldwide
EEFT
$2.73B
$4.55M ﹤0.01%
68,929
+6,164
ITWO
2743
ProShares Russell 2000 High Income ETF
ITWO
$188M
$4.54M ﹤0.01%
117,612
ARR
2744
Armour Residential REIT
ARR
$2.14B
$4.54M ﹤0.01%
281,121
+98,003
NVGS icon
2745
Navigator Holdings
NVGS
$1.37B
$4.54M ﹤0.01%
237,330
-64,835
TAFM icon
2746
AB Tax-Aware Intermediate Municipal ETF
TAFM
$612M
$4.53M ﹤0.01%
179,813
-109,072
VYX icon
2747
NCR Voyix
VYX
$1B
$4.53M ﹤0.01%
725,535
-66,210
FTSM icon
2748
First Trust Enhanced Short Maturity ETF
FTSM
$6.42B
$4.53M ﹤0.01%
75,498
-68,983
AUPH icon
2749
Aurinia Pharmaceuticals
AUPH
$1.98B
$4.53M ﹤0.01%
323,685
-13,921
NUMI
2750
Nuveen Municipal Income ETF
NUMI
$81M
$4.51M ﹤0.01%
181,699
-7,762