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
AOK icon
3376
iShares Core Conservative Allocation ETF
AOK
$783M
$1.75M ﹤0.01%
44,425
+39,938
PACS icon
3377
PACS Group
PACS
$5.88B
$1.75M ﹤0.01%
57,655
+6,058
TNC icon
3378
Tennant Co
TNC
$1.43B
$1.75M ﹤0.01%
27,158
-91,508
IXG icon
3379
iShares Global Financials ETF
IXG
$546M
$1.74M ﹤0.01%
15,741
+13,613
FTA icon
3380
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.32B
$1.74M ﹤0.01%
19,080
+243
BITB icon
3381
Bitwise Bitcoin ETF
BITB
$2.45B
$1.74M ﹤0.01%
48,258
+43,386
OPER icon
3382
ClearShares Ultra-Short Maturity ETF
OPER
$118M
$1.74M ﹤0.01%
17,397
+15,932
SCHC icon
3383
Schwab International Small-Cap Equity ETF
SCHC
$5.53B
$1.74M ﹤0.01%
38,488
+13,560
ADAC
3384
American Drive Acquisition Co
ADAC
$287M
$1.74M ﹤0.01%
+175,326
SIMO icon
3385
Silicon Motion
SIMO
$9.96B
$1.71M ﹤0.01%
16,222
-1,272
HLLY icon
3386
Holley
HLLY
$311M
$1.71M ﹤0.01%
572,687
+158,756
GRNT icon
3387
Granite Ridge Resources
GRNT
$656M
$1.71M ﹤0.01%
285,686
+13,613
NXRT
3388
NexPoint Residential Trust
NXRT
$734M
$1.7M ﹤0.01%
68,462
+482
OUNZ icon
3389
VanEck Merk Gold Trust
OUNZ
$2.72B
$1.7M ﹤0.01%
39,189
-373,133
OGN icon
3390
Organon & Co
OGN
$3.52B
$1.7M ﹤0.01%
298,326
+18,748
TECX
3391
Tectonic Therapeutic
TECX
$552M
$1.7M ﹤0.01%
58,870
+53,091
ACRS icon
3392
Aclaris Therapeutics
ACRS
$641M
$1.7M ﹤0.01%
486,633
-139,330
MAZE
3393
Maze Therapeutics
MAZE
$1.4B
$1.7M ﹤0.01%
58,446
+38,439
BITQ icon
3394
Bitwise Crypto Industry Innovators ETF
BITQ
$474M
$1.69M ﹤0.01%
95,001
+7,059
RNW icon
3395
ReNew
RNW
$2.29B
$1.68M ﹤0.01%
374,011
+355,745
REAX icon
3396
Real Brokerage
REAX
$356M
$1.68M ﹤0.01%
697,677
-809,887
RES icon
3397
RPC Inc
RES
$1.61B
$1.67M ﹤0.01%
233,872
+25,268
RCUS icon
3398
Arcus Biosciences
RCUS
$3.17B
$1.67M ﹤0.01%
80,817
+8,062
IAUX
3399
i-80 Gold Corp
IAUX
$1.36B
$1.67M ﹤0.01%
1,182,340
+1,165,748
HY icon
3400
Hyster-Yale Materials Handling
HY
$628M
$1.66M ﹤0.01%
52,203
+6,707