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
KIM.PRN icon
2901
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$83.5M
$3.62M ﹤0.01%
60,580
+150
CAKE icon
2902
Cheesecake Factory
CAKE
$3.22B
$3.61M ﹤0.01%
66,333
-51,004
CHCT
2903
Community Healthcare Trust
CHCT
$486M
$3.59M ﹤0.01%
228,656
-51,612
PSNL icon
2904
Personalis
PSNL
$1.13B
$3.59M ﹤0.01%
575,490
+548,774
NUSC icon
2905
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$3.58M ﹤0.01%
82,285
+12,121
IART icon
2906
Integra LifeSciences
IART
$1.25B
$3.58M ﹤0.01%
392,468
-128,645
RDIV icon
2907
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.06B
$3.58M ﹤0.01%
64,589
+9,765
BKSY icon
2908
BlackSky Technology
BKSY
$1.39B
$3.57M ﹤0.01%
162,996
+39,703
QS icon
2909
QuantumScape Corp
QS
$5.39B
$3.57M ﹤0.01%
599,155
+44,587
PREF icon
2910
Principal Spectrum Preferred Securities Active ETF
PREF
$1.5B
$3.56M ﹤0.01%
190,253
+189,567
FDMT icon
2911
4D Molecular Therapeutics
FDMT
$498M
$3.56M ﹤0.01%
415,655
+136,150
RHI icon
2912
Robert Half
RHI
$3.02B
$3.56M ﹤0.01%
138,260
-53,819
CSHP
2913
iShares Enhanced Short-Term Bond Active ETF
CSHP
$190M
$3.56M ﹤0.01%
35,794
+31,852
NTSX icon
2914
WisdomTree US Efficient Core Fund
NTSX
$1.38B
$3.56M ﹤0.01%
70,136
+20,736
HNI icon
2915
HNI Corp
HNI
$2.17B
$3.56M ﹤0.01%
108,430
-19,916
ROG icon
2916
Rogers Corp
ROG
$2.64B
$3.55M ﹤0.01%
33,506
-46,942
EIG icon
2917
Employers Holdings
EIG
$801M
$3.55M ﹤0.01%
86,304
+5,874
EWP icon
2918
iShares MSCI Spain ETF
EWP
$1.66B
$3.55M ﹤0.01%
67,892
+47,832
FSEC icon
2919
Fidelity Investment Grade Securitized ETF
FSEC
$4.45B
$3.54M ﹤0.01%
80,761
+40,239
DIHP icon
2920
Dimensional International High Profitability ETF
DIHP
$5.97B
$3.54M ﹤0.01%
112,981
-6,967
COLL icon
2921
Collegium Pharmaceutical
COLL
$1.01B
$3.54M ﹤0.01%
110,702
+2,663
GRC icon
2922
Gorman-Rupp
GRC
$2.01B
$3.54M ﹤0.01%
58,549
+8,125
TMP icon
2923
Tompkins Financial
TMP
$1.2B
$3.53M ﹤0.01%
45,895
-12,322
CAR icon
2924
Avis
CAR
$6.14B
$3.53M ﹤0.01%
26,053
-44,357
SCMB icon
2925
Schwab Municipal Bond ETF
SCMB
$3.85B
$3.52M ﹤0.01%
138,466
+2,397