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
CFFN icon
3076
Capitol Federal Financial
CFFN
$948M
$2.82M ﹤0.01%
403,201
-121,246
SLDP icon
3077
Solid Power
SLDP
$747M
$2.82M ﹤0.01%
999,105
+935,404
IRMD icon
3078
iRadimed
IRMD
$1.16B
$2.81M ﹤0.01%
29,617
+17,173
TBBK icon
3079
The Bancorp
TBBK
$2.17B
$2.81M ﹤0.01%
54,124
+9,428
XPER icon
3080
Xperi
XPER
$361M
$2.8M ﹤0.01%
505,211
-814,209
RSPS icon
3081
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$227M
$2.8M ﹤0.01%
95,072
+16,057
CMPR icon
3082
Cimpress
CMPR
$2.33B
$2.8M ﹤0.01%
38,508
+491
CLBR.U
3083
Colombier Acquisition Corp III Units
CLBR.U
$2.8M ﹤0.01%
+275,328
RLGT icon
3084
Radiant Logistics
RLGT
$396M
$2.79M ﹤0.01%
404,176
-63,234
MFUS icon
3085
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$270M
$2.78M ﹤0.01%
48,740
-36,488
RGR icon
3086
Sturm, Ruger & Co
RGR
$618M
$2.78M ﹤0.01%
69,509
+19,661
EES icon
3087
WisdomTree US SmallCap Earnings Fund
EES
$681M
$2.78M ﹤0.01%
48,798
+4,002
AU icon
3088
AngloGold Ashanti
AU
$45.4B
$2.78M ﹤0.01%
28,567
-611
ATLC icon
3089
Atlanticus Holdings
ATLC
$1.15B
$2.78M ﹤0.01%
54,084
+49,250
TDOC icon
3090
Teladoc Health
TDOC
$1.28B
$2.78M ﹤0.01%
539,927
-77,858
SXC icon
3091
SunCoke Energy
SXC
$793M
$2.77M ﹤0.01%
421,089
+198,301
BKHY icon
3092
BNY Mellon High Yield Beta ETF
BKHY
$152M
$2.77M ﹤0.01%
58,946
-33,300
BLDP
3093
Ballard Power Systems
BLDP
$1.83B
$2.77M ﹤0.01%
1,202,692
-215,697
ZYME icon
3094
Zymeworks
ZYME
$1.79B
$2.76M ﹤0.01%
114,072
+79,064
FDRR icon
3095
Fidelity Dividend ETF for Rising Rates
FDRR
$727M
$2.76M ﹤0.01%
48,070
+22,715
PBT
3096
Permian Basin Royalty Trust
PBT
$1.35B
$2.76M ﹤0.01%
126,612
+25,528
RLY icon
3097
State Street Multi-Asset Real Return ETF
RLY
$1.22B
$2.76M ﹤0.01%
76,674
+73,912
FTGC icon
3098
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.69B
$2.76M ﹤0.01%
96,471
+31,986
BFLY icon
3099
Butterfly Network
BFLY
$1.15B
$2.75M ﹤0.01%
719,020
-44,331
IDU icon
3100
iShares US Utilities ETF
IDU
$1.42B
$2.75M ﹤0.01%
23,687
+4,533