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
UPB
2826
Upstream Bio Inc
UPB
$408M
$4.07M ﹤0.01%
463,001
+352,721
LIT icon
2827
Global X Lithium & Battery Tech ETF
LIT
$2.18B
$4.06M ﹤0.01%
55,987
-8,171
UMH
2828
UMH Properties
UMH
$1.27B
$4.04M ﹤0.01%
280,296
-3,613
ERIC icon
2829
Ericsson
ERIC
$44.8B
$4.03M ﹤0.01%
365,049
-57,111
ALKT icon
2830
Alkami Technology
ALKT
$1.76B
$4.02M ﹤0.01%
257,808
+189,146
PNQI icon
2831
Invesco NASDAQ Internet ETF
PNQI
$539M
$4.02M ﹤0.01%
92,984
+59,037
ETOR
2832
eToro Group
ETOR
$3.1B
$4.01M ﹤0.01%
138,908
+48,662
FCEL icon
2833
FuelCell Energy
FCEL
$1.19B
$4.01M ﹤0.01%
643,303
+358,890
HUN icon
2834
Huntsman Corp
HUN
$2.6B
$4.01M ﹤0.01%
318,803
-21,264
DIVO icon
2835
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.08B
$4M ﹤0.01%
90,951
+29,198
TEN
2836
Tsakos Energy Navigation Ltd
TEN
$1.14B
$4M ﹤0.01%
105,264
+70,264
KSS icon
2837
Kohl's
KSS
$1.73B
$4M ﹤0.01%
327,689
-222,228
WIT icon
2838
Wipro
WIT
$22.3B
$4M ﹤0.01%
1,930,064
-5,461,380
BKE icon
2839
Buckle
BKE
$2.23B
$3.99M ﹤0.01%
80,878
-150,941
CGEM icon
2840
Cullinan Oncology
CGEM
$935M
$3.99M ﹤0.01%
297,231
+150,176
IMTB icon
2841
iShares Core 5-10 Year USD Bond ETF
IMTB
$278M
$3.99M ﹤0.01%
91,308
+5,793
BOW
2842
Bowhead Specialty Holdings
BOW
$813M
$3.97M ﹤0.01%
178,637
+84,739
DBC icon
2843
Invesco DB Commodity Index Tracking Fund
DBC
$1.75B
$3.97M ﹤0.01%
135,833
-681,420
SSTK icon
2844
Shutterstock
SSTK
$486M
$3.97M ﹤0.01%
242,917
+133,129
SPLB icon
2845
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.26B
$3.96M ﹤0.01%
179,556
+8,741
MBX
2846
MBX Biosciences
MBX
$1.45B
$3.96M ﹤0.01%
147,057
+132,412
PRAA icon
2847
PRA Group
PRAA
$535M
$3.96M ﹤0.01%
229,446
+97,258
BBAI icon
2848
BigBear.ai
BBAI
$2.3B
$3.96M ﹤0.01%
1,301,019
+231,994
ORIC icon
2849
Oric Pharmaceuticals
ORIC
$762M
$3.94M ﹤0.01%
323,584
-91,202
NWPX icon
2850
NWPX Infrastructure Inc
NWPX
$1.15B
$3.94M ﹤0.01%
51,981
+17,196