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
ALVO icon
3401
Alvotech
ALVO
$1.16B
$1.66M ﹤0.01%
504,201
+479,952
MSEX icon
3402
Middlesex Water
MSEX
$974M
$1.66M ﹤0.01%
31,424
+3,278
XSW icon
3403
State Street SPDR S&P Software & Services ETF
XSW
$441M
$1.65M ﹤0.01%
11,911
-6,717
IHF icon
3404
iShares US Healthcare Providers ETF
IHF
$971M
$1.65M ﹤0.01%
40,228
-31,916
ACRE
3405
Ares Commercial Real Estate
ACRE
$280M
$1.65M ﹤0.01%
339,269
-79,027
FLDB icon
3406
Fidelity Low Duration Bond ETF
FLDB
$412M
$1.65M ﹤0.01%
32,717
+12,345
CVI icon
3407
CVR Energy
CVI
$3.39B
$1.64M ﹤0.01%
47,056
-309,831
MMLP icon
3408
Martin Midstream Partners
MMLP
$103M
$1.64M ﹤0.01%
592,219
-23,369
CGNT icon
3409
Cognyte Software
CGNT
$670M
$1.64M ﹤0.01%
206,342
-232,929
GO icon
3410
Grocery Outlet
GO
$829M
$1.63M ﹤0.01%
240,885
+70,002
LIF
3411
Life360
LIF
$3.96B
$1.62M ﹤0.01%
42,475
-11,622
QGRW icon
3412
WisdomTree US Quality Growth Fund
QGRW
$2.65B
$1.61M ﹤0.01%
31,533
+4,013
CNNE icon
3413
Cannae Holdings
CNNE
$636M
$1.61M ﹤0.01%
145,438
-62,679
ANNX icon
3414
Annexon
ANNX
$929M
$1.61M ﹤0.01%
323,894
+270,165
MTA
3415
Metalla Royalty & Streaming
MTA
$721M
$1.6M ﹤0.01%
263,689
+113,407
DFSD icon
3416
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.79B
$1.59M ﹤0.01%
33,380
+7,092
SYBT icon
3417
Stock Yards Bancorp
SYBT
$2.11B
$1.59M ﹤0.01%
24,390
-18,401
TWO
3418
Two Harbors Investment
TWO
$1.3B
$1.59M ﹤0.01%
141,222
+55,598
IEAG
3419
Infinite Eagle Acquisition Corp
IEAG
$437M
$1.58M ﹤0.01%
+157,793
ORRF icon
3420
Orrstown Financial Services
ORRF
$729M
$1.57M ﹤0.01%
44,204
-16,288
EGUS icon
3421
iShares ESG Aware MSCI USA Growth ETF
EGUS
$28.5M
$1.57M ﹤0.01%
+34,083
SLNO
3422
DELISTED
Soleno Therapeutics
SLNO
$1.57M ﹤0.01%
51,480
-64,037
UTEN icon
3423
US Treasury 10 Year Note ETF
UTEN
$289M
$1.57M ﹤0.01%
36,018
+34,766
BUFZ icon
3424
FT Vest Laddered Moderate Buffer ETF
BUFZ
$960M
$1.56M ﹤0.01%
60,325
+60,305
BLSH
3425
Bullish
BLSH
$4.44B
$1.56M ﹤0.01%
46,885
-116,627