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
FLIN icon
3226
Franklin FTSE India ETF
FLIN
$2.49B
$2.22M ﹤0.01%
68,650
+62,350
NAVI icon
3227
Navient
NAVI
$736M
$2.22M ﹤0.01%
273,723
+50,731
KELYA icon
3228
Kelly Services Class A
KELYA
$408M
$2.21M ﹤0.01%
247,185
-102,546
LIEN
3229
Chicago Atlantic BDC
LIEN
$225M
$2.21M ﹤0.01%
+237,631
FDLO icon
3230
Fidelity Low Volatility Factor ETF
FDLO
$1.41B
$2.2M ﹤0.01%
34,690
+964
SIHY icon
3231
Harbor Ares Systematic High Yield ETF
SIHY
$140M
$2.2M ﹤0.01%
49,748
-12,675
GUNR icon
3232
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.42B
$2.2M ﹤0.01%
40,644
+2,819
IXP icon
3233
iShares Global Comm Services ETF
IXP
$597M
$2.19M ﹤0.01%
19,698
+1,057
LQDT icon
3234
Liquidity Services
LQDT
$1.16B
$2.19M ﹤0.01%
73,608
+21,108
FUBO icon
3235
FuboTV Inc
FUBO
$305M
$2.19M ﹤0.01%
253,116
+205,976
ROOT icon
3236
Root
ROOT
$841M
$2.19M ﹤0.01%
50,628
+43,687
MDYG icon
3237
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.85B
$2.19M ﹤0.01%
23,593
+1,224
NUVB icon
3238
Nuvation Bio
NUVB
$1.86B
$2.18M ﹤0.01%
539,162
-55,883
KE
3239
Kimball Electronics
KE
$637M
$2.18M ﹤0.01%
93,409
-8,852
AGM icon
3240
Federal Agricultural Mortgage
AGM
$1.97B
$2.18M ﹤0.01%
15,087
-1,397
HLF icon
3241
Herbalife
HLF
$1.18B
$2.18M ﹤0.01%
151,092
-23,219
EGBN icon
3242
Eagle Bancorp
EGBN
$820M
$2.17M ﹤0.01%
88,532
-41,993
WEAT icon
3243
Teucrium Wheat Fund
WEAT
$312M
$2.17M ﹤0.01%
93,398
+82,842
AMWD
3244
DELISTED
American Woodmark
AMWD
$2.17M ﹤0.01%
54,909
+22,945
OFIX icon
3245
Orthofix Medical
OFIX
$419M
$2.15M ﹤0.01%
190,367
-46,906
KB icon
3246
KB Financial Group
KB
$38.3B
$2.15M ﹤0.01%
22,042
-33,168
HLIO icon
3247
Helios Technologies
HLIO
$2.86B
$2.15M ﹤0.01%
34,253
+8,308
WMK icon
3248
Weis Markets
WMK
$1.85B
$2.14M ﹤0.01%
31,168
+2,535
CORN icon
3249
Teucrium Corn Fund
CORN
$253M
$2.14M ﹤0.01%
116,934
+111,450
MCW
3250
DELISTED
Mister Car Wash
MCW
$2.14M ﹤0.01%
306,677
+225,377