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
EXI icon
3326
iShares Global Industrials ETF
EXI
$1.35B
$1.89M ﹤0.01%
10,771
+1,396
RCLO
3327
Reckoner BBB-B CLO ETF
RCLO
$27.4M
$1.88M ﹤0.01%
76,396
-109,656
INFL icon
3328
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.59B
$1.88M ﹤0.01%
36,846
-3,491,151
NUMG icon
3329
Nuveen ESG Mid-Cap Growth ETF
NUMG
$378M
$1.87M ﹤0.01%
47,124
+12,472
GSM icon
3330
FerroAtlántica
GSM
$835M
$1.87M ﹤0.01%
450,497
-311
SDIV icon
3331
Global X SuperDividend ETF
SDIV
$1.22B
$1.87M ﹤0.01%
75,769
-11,238
DTH icon
3332
WisdomTree International High Dividend Fund
DTH
$680M
$1.87M ﹤0.01%
35,455
+6,923
FIZZ icon
3333
National Beverage
FIZZ
$3.33B
$1.87M ﹤0.01%
55,340
+2,538
QAT icon
3334
iShares MSCI Qatar ETF
QAT
$82.5M
$1.87M ﹤0.01%
102,627
+2,893
AG icon
3335
First Majestic Silver
AG
$9.76B
$1.87M ﹤0.01%
94,938
+42,317
BKV
3336
BKV Corp
BKV
$2.94B
$1.86M ﹤0.01%
63,581
-327,778
BBCB icon
3337
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$44M
$1.86M ﹤0.01%
41,282
+4,406
NUTX
3338
Nutex Health
NUTX
$860M
$1.86M ﹤0.01%
20,451
+4,318
ORN icon
3339
Orion Group Holdings
ORN
$563M
$1.86M ﹤0.01%
174,430
-15,209
SI
3340
Shoulder Innovations Inc
SI
$290M
$1.85M ﹤0.01%
130,711
+128,795
AIV
3341
Aimco
AIV
$616M
$1.85M ﹤0.01%
463,618
-169,780
MVST icon
3342
Microvast
MVST
$480M
$1.84M ﹤0.01%
1,305,895
+1,105,038
VRIG icon
3343
Invesco Variable Rate Investment Grade ETF
VRIG
$1.53B
$1.83M ﹤0.01%
73,339
+72,665
HMY icon
3344
Harmony Gold Mining
HMY
$10.7B
$1.82M ﹤0.01%
128,824
+32,903
GSG icon
3345
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.02B
$1.82M ﹤0.01%
55,931
-541,260
COMT icon
3346
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.2B
$1.82M ﹤0.01%
53,090
+23,335
WABC icon
3347
Westamerica Bancorp
WABC
$1.31B
$1.82M ﹤0.01%
35,321
-51,128
NPCE icon
3348
Neuropace
NPCE
$555M
$1.81M ﹤0.01%
141,141
+10,215
AMBQ
3349
Ambiq Micro
AMBQ
$1.77B
$1.81M ﹤0.01%
76,519
+63,828
SENEA icon
3350
Seneca Foods Class A
SENEA
$950M
$1.81M ﹤0.01%
11,930
+4,771