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
TRTX
2926
TPG RE Finance Trust
TRTX
$648M
$3.52M ﹤0.01%
456,070
-89,993
SPXE icon
2927
ProShares S&P 500 ex-Energy ETF
SPXE
$83.7M
$3.52M ﹤0.01%
52,090
-150
NMR icon
2928
Nomura Holdings
NMR
$24.4B
$3.51M ﹤0.01%
460,930
+118,806
EQWL icon
2929
Invesco S&P 100 Equal Weight ETF
EQWL
$2.58B
$3.5M ﹤0.01%
30,986
-5,258
EMBC icon
2930
Embecta
EMBC
$197M
$3.48M ﹤0.01%
393,609
+9,934
APAM icon
2931
Artisan Partners
APAM
$2.59B
$3.48M ﹤0.01%
97,697
-11,612
ICLR icon
2932
Icon
ICLR
$11B
$3.47M ﹤0.01%
32,994
-734,930
KOP icon
2933
Koppers
KOP
$829M
$3.47M ﹤0.01%
90,679
+20,724
SPIB icon
2934
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$3.47M ﹤0.01%
103,750
-5,490
CGBL icon
2935
Capital Group Core Balanced ETF
CGBL
$6.62B
$3.47M ﹤0.01%
102,585
+45,614
CNXN icon
2936
PC Connection
CNXN
$1.77B
$3.46M ﹤0.01%
60,511
+563
CORP icon
2937
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.6B
$3.46M ﹤0.01%
35,956
-1,363
APPN icon
2938
Appian
APPN
$1.77B
$3.46M ﹤0.01%
145,224
+33,325
CQQQ icon
2939
Invesco China Technology ETF
CQQQ
$3.17B
$3.46M ﹤0.01%
77,303
-229,851
AVNS icon
2940
Avanos Medical
AVNS
$1.17B
$3.45M ﹤0.01%
251,162
-22,556
BUSE icon
2941
First Busey Corp
BUSE
$2.27B
$3.45M ﹤0.01%
139,347
-87,232
LOB icon
2942
Live Oak Bancshares
LOB
$1.67B
$3.44M ﹤0.01%
106,624
+53,622
IDT icon
2943
IDT Corp
IDT
$1.35B
$3.44M ﹤0.01%
70,154
+23,413
EWQ icon
2944
iShares MSCI France ETF
EWQ
$373M
$3.44M ﹤0.01%
81,915
+78,743
XERS icon
2945
Xeris Biopharma Holdings
XERS
$1.02B
$3.43M ﹤0.01%
612,479
-282,580
ARGT icon
2946
Global X MSCI Argentina ETF
ARGT
$876M
$3.42M ﹤0.01%
38,443
-4,509
USAR
2947
USA Rare Earth Inc
USAR
$6.24B
$3.4M ﹤0.01%
239,098
+164,319
FTCS icon
2948
First Trust Capital Strength ETF
FTCS
$7.59B
$3.4M ﹤0.01%
37,029
+7,574
FALN icon
2949
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$3.39M ﹤0.01%
128,206
+78,495
ARRY icon
2950
Array Technologies
ARRY
$1.35B
$3.39M ﹤0.01%
492,320
-938,271