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
PID icon
3176
Invesco International Dividend Achievers ETF
PID
$932M
$2.44M ﹤0.01%
111,795
+982
CIM
3177
Chimera Investment
CIM
$1.13B
$2.43M ﹤0.01%
191,828
+29,532
AZTA icon
3178
Azenta
AZTA
$1.08B
$2.43M ﹤0.01%
119,767
+4,711
HTB
3179
HomeTrust Bancshares
HTB
$787M
$2.42M ﹤0.01%
57,014
-18,993
KRAQ
3180
KRAKacquisition Corp
KRAQ
$429M
$2.42M ﹤0.01%
+245,456
AB icon
3181
AllianceBernstein
AB
$3.46B
$2.42M ﹤0.01%
66,253
+2,801
ALRM icon
3182
Alarm.com
ALRM
$2.27B
$2.41M ﹤0.01%
57,031
+6,559
ARQT icon
3183
Arcutis Biotherapeutics
ARQT
$2.6B
$2.41M ﹤0.01%
112,954
+6,466
RSMC
3184
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$763M
$2.41M ﹤0.01%
99,309
-26,415
VERA icon
3185
Vera Therapeutics
VERA
$2.24B
$2.4M ﹤0.01%
63,115
-992
RTO icon
3186
Rentokil
RTO
$14.8B
$2.4M ﹤0.01%
78,598
-251,796
SCHY icon
3187
Schwab International Dividend Equity ETF
SCHY
$2.25B
$2.4M ﹤0.01%
77,289
+71,860
HLIT icon
3188
Harmonic Inc
HLIT
$1.69B
$2.39M ﹤0.01%
270,419
+49,508
GSHD icon
3189
Goosehead Insurance
GSHD
$855M
$2.39M ﹤0.01%
56,576
+34,786
ARDX icon
3190
Ardelyx
ARDX
$1.36B
$2.39M ﹤0.01%
430,136
-306,054
MOO icon
3191
VanEck Agribusiness ETF
MOO
$946M
$2.38M ﹤0.01%
28,615
+18,078
BHRB icon
3192
Burke & Herbert Financial Services Corp
BHRB
$1.29B
$2.38M ﹤0.01%
38,460
-17,974
ZTRE icon
3193
F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
$40.5M
$2.38M ﹤0.01%
+47,085
GPRK icon
3194
GeoPark
GPRK
$762M
$2.38M ﹤0.01%
+245,045
VREX icon
3195
Varex Imaging
VREX
$419M
$2.38M ﹤0.01%
230,067
-133,365
FXH icon
3196
First Trust Health Care AlphaDEX Fund
FXH
$864M
$2.37M ﹤0.01%
22,502
+682
WDI
3197
Western Asset Diversified Income Fund
WDI
$701M
$2.37M ﹤0.01%
181,220
+4,861
KKR.PRD
3198
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.05B
$2.37M ﹤0.01%
58,809
+33,393
PFM icon
3199
Invesco Dividend Achievers ETF
PFM
$783M
$2.36M ﹤0.01%
47,045
+13,645
UFPT icon
3200
UFP Technologies
UFPT
$1.67B
$2.36M ﹤0.01%
12,615
-3,122