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
BIPC icon
2801
Brookfield Infrastructure
BIPC
$5.06B
$4.21M ﹤0.01%
109,816
-52,266
QSIG
2802
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$58.1M
$4.2M ﹤0.01%
86,754
+69,268
ATEC icon
2803
Alphatec Holdings
ATEC
$1.15B
$4.2M ﹤0.01%
381,460
-197,606
FSMB icon
2804
First Trust Short Duration Managed Municipal ETF
FSMB
$612M
$4.19M ﹤0.01%
210,255
-3,825
AAAU icon
2805
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.7B
$4.19M ﹤0.01%
94,204
-11,259
CLW icon
2806
Clearwater Paper
CLW
$268M
$4.19M ﹤0.01%
298,549
+123,595
HYDB icon
2807
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$4.18M ﹤0.01%
90,659
-113,309
KBE icon
2808
State Street SPDR S&P Bank ETF
KBE
$1.36B
$4.17M ﹤0.01%
71,832
-11,644
OMDA
2809
Omada Health Inc
OMDA
$1.03B
$4.17M ﹤0.01%
346,016
-58,281
RRR icon
2810
Red Rock Resorts
RRR
$3.32B
$4.15M ﹤0.01%
79,483
+23,651
FMUB
2811
Fidelity Municipal Bond Opportunities ETF
FMUB
$210M
$4.15M ﹤0.01%
82,160
+39,463
HURN icon
2812
Huron Consulting
HURN
$1.67B
$4.14M ﹤0.01%
32,825
+9,137
CNL
2813
Collective Mining Ltd
CNL
$1.46B
$4.14M ﹤0.01%
257,550
+1,906
FDP icon
2814
Fresh Del Monte Produce
FDP
$1.42B
$4.13M ﹤0.01%
100,005
-46,796
LAR
2815
Lithium Argentina AG
LAR
$1.65B
$4.12M ﹤0.01%
620,936
+9,342
GSID icon
2816
Goldman Sachs MarketBeta International Equity ETF
GSID
$1.04B
$4.11M ﹤0.01%
60,569
-2,015
BULL
2817
Webull Corp
BULL
$3.1B
$4.11M ﹤0.01%
887,960
-2,271,442
GOGO icon
2818
Gogo Inc
GOGO
$546M
$4.11M ﹤0.01%
1,001,256
-55,895
BMNR
2819
BitMine Immersion Technologies
BMNR
$9.75B
$4.09M ﹤0.01%
223,728
-1,757,761
JPIB icon
2820
JPMorgan International Bond Opportunities ETF
JPIB
$2B
$4.09M ﹤0.01%
86,174
+61,227
SPGP icon
2821
Invesco S&P 500 GARP ETF
SPGP
$2.2B
$4.09M ﹤0.01%
39,218
-4,392
MUST icon
2822
Columbia Multi-Sector Municipal Income ETF
MUST
$601M
$4.07M ﹤0.01%
199,311
-53,119
BHVN icon
2823
Biohaven
BHVN
$1.6B
$4.07M ﹤0.01%
503,565
-86,000
ETHA
2824
iShares Ethereum Trust ETF
ETHA
$5.49B
$4.07M ﹤0.01%
266,734
+71,291
DNN icon
2825
Denison Mines
DNN
$3.08B
$4.07M ﹤0.01%
1,231,866
+124,600