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
SMR icon
2776
NuScale Power
SMR
$4.23B
$4.36M ﹤0.01%
425,695
+180,135
NEO icon
2777
NeoGenomics
NEO
$1.33B
$4.36M ﹤0.01%
605,663
+21,628
GMUB
2778
Goldman Sachs Municipal Income ETF
GMUB
$277M
$4.36M ﹤0.01%
85,564
+50,007
WSR
2779
Whitestone REIT
WSR
$978M
$4.36M ﹤0.01%
270,577
-43,362
EDIT icon
2780
Editas Medicine
EDIT
$440M
$4.34M ﹤0.01%
1,947,384
+1,164,280
UPWK icon
2781
Upwork
UPWK
$1.06B
$4.34M ﹤0.01%
410,827
+305,389
TDIV icon
2782
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.82B
$4.34M ﹤0.01%
47,805
+4,987
AFSM icon
2783
First Trust Active Factor Small Cap ETF
AFSM
$99.2M
$4.34M ﹤0.01%
136,237
+30,122
CMPX icon
2784
Compass Therapeutics
CMPX
$375M
$4.32M ﹤0.01%
847,702
-22,312
LINE
2785
Lineage Inc
LINE
$9.55B
$4.32M ﹤0.01%
135,677
-180,029
HYGW icon
2786
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$108M
$4.32M ﹤0.01%
147,203
-30,132
GPK icon
2787
Graphic Packaging
GPK
$3.2B
$4.3M ﹤0.01%
457,304
-2,209,473
OVL icon
2788
Overlay Shares Large Cap Equity ETF
OVL
$273M
$4.3M ﹤0.01%
88,416
-1,268
ZUMZ icon
2789
Zumiez
ZUMZ
$400M
$4.3M ﹤0.01%
201,347
+194,560
ENPH icon
2790
Enphase Energy
ENPH
$9.13B
$4.3M ﹤0.01%
120,603
+41,279
MANU icon
2791
Manchester United
MANU
$3.66B
$4.29M ﹤0.01%
260,817
+15,400
BATRA icon
2792
Atlanta Braves Holdings Series A
BATRA
$3.36B
$4.29M ﹤0.01%
91,740
+11,860
EXTR icon
2793
Extreme Networks
EXTR
$3.75B
$4.26M ﹤0.01%
284,866
-34,037
IBDU icon
2794
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.78B
$4.26M ﹤0.01%
183,784
+112,063
FBK icon
2795
FB Financial Corp
FBK
$2.69B
$4.26M ﹤0.01%
82,618
-28,623
PKE icon
2796
Park Aerospace
PKE
$692M
$4.25M ﹤0.01%
158,322
+109,104
PRCH icon
2797
Porch Group
PRCH
$1.1B
$4.23M ﹤0.01%
613,705
-252,055
SECU
2798
iShares Securitized Income Active ETF
SECU
$696M
$4.23M ﹤0.01%
+85,166
DFGR icon
2799
Dimensional Global Real Estate ETF
DFGR
$3.53B
$4.23M ﹤0.01%
161,710
+458
LC icon
2800
LendingClub
LC
$1.9B
$4.22M ﹤0.01%
305,422
-135,015