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
HYTR icon
3151
CP High Yield Trend ETF
HYTR
$270M
$2.55M ﹤0.01%
119,801
-11,785
NWL icon
3152
Newell Brands
NWL
$1.47B
$2.54M ﹤0.01%
770,305
+540,455
JMBS icon
3153
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.72B
$2.54M ﹤0.01%
56,110
+34,073
DNTH icon
3154
Dianthus Therapeutics
DNTH
$4.64B
$2.54M ﹤0.01%
31,938
-10,701
VIOG icon
3155
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$972M
$2.53M ﹤0.01%
21,069
BUG icon
3156
Global X Cybersecurity ETF
BUG
$1.19B
$2.52M ﹤0.01%
103,590
-10,175
MULT
3157
Franklin Multisector Income ETF
MULT
$15M
$2.51M ﹤0.01%
100,000
PRK icon
3158
Park National Corp
PRK
$3.04B
$2.51M ﹤0.01%
15,712
-19,731
NUAG icon
3159
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$93.6M
$2.5M ﹤0.01%
119,418
-392
GPIX icon
3160
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.19B
$2.5M ﹤0.01%
51,267
+47,614
ALNT icon
3161
Allient
ALNT
$1.48B
$2.49M ﹤0.01%
41,841
+35,304
KEN icon
3162
Kenon Holdings
KEN
$4.24B
$2.49M ﹤0.01%
31,125
+11,465
FLCO icon
3163
Franklin Investment Grade Corporate ETF
FLCO
$577M
$2.47M ﹤0.01%
116,098
+15,485
GHM icon
3164
Graham Corp
GHM
$1.15B
$2.47M ﹤0.01%
32,757
+3,381
JJSF icon
3165
J&J Snack Foods
JJSF
$1.42B
$2.47M ﹤0.01%
30,607
+6,706
DAVE icon
3166
Dave Inc
DAVE
$3.17B
$2.47M ﹤0.01%
14,575
+1,730
TIGR
3167
UP Fintech Holding
TIGR
$835M
$2.47M ﹤0.01%
406,124
+167,750
VIOV icon
3168
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.74B
$2.47M ﹤0.01%
24,792
+19
WLDN icon
3169
Willdan Group
WLDN
$1.46B
$2.46M ﹤0.01%
32,590
+2,151
VLGEA icon
3170
Village Super Market
VLGEA
$584M
$2.45M ﹤0.01%
57,269
+43,767
TR icon
3171
Tootsie Roll Industries
TR
$2.83B
$2.45M ﹤0.01%
57,171
-11,886
SEZL
3172
Sezzle
SEZL
$3.81B
$2.45M ﹤0.01%
40,319
-6,475
DX
3173
Dynex Capital
DX
$2.75B
$2.44M ﹤0.01%
196,069
+29,010
RYZ
3174
Ryerson Holding Corp
RYZ
$1.46B
$2.44M ﹤0.01%
110,567
+45,460
BORR
3175
Borr Drilling
BORR
$1.56B
$2.44M ﹤0.01%
420,598
+268,067