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
XMMO icon
3126
Invesco S&P MidCap Momentum ETF
XMMO
$7.58B
$2.66M ﹤0.01%
19,134
+11,498
PRME icon
3127
Prime Medicine
PRME
$567M
$2.66M ﹤0.01%
844,154
+408,444
HOPE icon
3128
Hope Bancorp
HOPE
$1.55B
$2.66M ﹤0.01%
241,854
-119,675
FGDL icon
3129
Franklin Responsibly Sourced Gold ETF
FGDL
$457M
$2.65M ﹤0.01%
44,074
-63,430
MATE
3130
Man Active Trend Enhanced ETF
MATE
$40M
$2.64M ﹤0.01%
105,203
-73,741
FVAV
3131
Fortress Value Acquisition Corp V
FVAV
$365M
$2.64M ﹤0.01%
+262,988
CRK icon
3132
Comstock Resources
CRK
$3.89B
$2.63M ﹤0.01%
120,388
-2,618
SLYV icon
3133
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.68B
$2.62M ﹤0.01%
28,243
+6,105
BKCH icon
3134
Global X Blockchain ETF
BKCH
$375M
$2.61M ﹤0.01%
50,434
-865,466
INGN icon
3135
Inogen
INGN
$162M
$2.61M ﹤0.01%
427,656
-41,645
YELP icon
3136
Yelp
YELP
$1.21B
$2.61M ﹤0.01%
105,292
-243,185
MFSB
3137
MFS Active Core Plus Bond ETF
MFSB
$423M
$2.6M ﹤0.01%
104,430
+12,345
BTC
3138
Grayscale Bitcoin Mini Trust ETF
BTC
$3.46B
$2.6M ﹤0.01%
88,276
-9,104
FMS icon
3139
Fresenius Medical Care
FMS
$11.2B
$2.59M ﹤0.01%
116,494
+17,593
NRP icon
3140
Natural Resource Partners
NRP
$1.4B
$2.58M ﹤0.01%
21,076
-142,737
FCOR icon
3141
Fidelity Corporate Bond ETF
FCOR
$344M
$2.58M ﹤0.01%
55,100
+23,938
PANL icon
3142
Pangaea Logistics
PANL
$478M
$2.57M ﹤0.01%
373,741
+304,572
PFFD icon
3143
Global X US Preferred ETF
PFFD
$2.15B
$2.57M ﹤0.01%
140,865
+7,254
BXC icon
3144
BlueLinx
BXC
$398M
$2.56M ﹤0.01%
48,405
-5,815
GTE icon
3145
Gran Tierra Energy
GTE
$289M
$2.56M ﹤0.01%
+277,216
TAXF icon
3146
American Century Diversified Municipal Bond ETF
TAXF
$657M
$2.56M ﹤0.01%
51,261
+20,913
LILAK icon
3147
Liberty Latin America Class C
LILAK
$1.58B
$2.56M ﹤0.01%
296,174
-42,629
PFBC icon
3148
Preferred Bank
PFBC
$1.11B
$2.55M ﹤0.01%
28,428
-17,100
ZIM icon
3149
ZIM Integrated Shipping Services
ZIM
$2.95B
$2.55M ﹤0.01%
98,531
+37,362
AMTB icon
3150
Amerant Bancorp
AMTB
$850M
$2.55M ﹤0.01%
117,639
-12,161