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
VEON icon
3451
VEON
VEON
$3.58B
$1.47M ﹤0.01%
32,793
-49,353
MFDX icon
3452
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$455M
$1.47M ﹤0.01%
38,000
-94,503
BCAL icon
3453
Southern California Bancorp
BCAL
$613M
$1.47M ﹤0.01%
83,978
+29,225
SCHH icon
3454
Schwab US REIT ETF
SCHH
$9.92B
$1.47M ﹤0.01%
69,332
-1,121
MITT
3455
TPG Mortgage Investment Trust
MITT
$244M
$1.46M ﹤0.01%
197,753
+186,330
GABC icon
3456
German American Bancorp
GABC
$1.63B
$1.46M ﹤0.01%
35,219
+2,671
ARLP icon
3457
Alliance Resource Partners
ARLP
$3.33B
$1.46M ﹤0.01%
51,831
-50,941
ARVN icon
3458
Arvinas
ARVN
$501M
$1.46M ﹤0.01%
143,313
+111,318
FIGB icon
3459
Fidelity Investment Grade Bond ETF
FIGB
$501M
$1.46M ﹤0.01%
33,987
+2,694
ETD icon
3460
Ethan Allen Interiors
ETD
$525M
$1.46M ﹤0.01%
65,887
+1,659
LILA icon
3461
Liberty Latin America Class A
LILA
$1.54B
$1.45M ﹤0.01%
167,808
-16,684
SPYX icon
3462
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.77B
$1.44M ﹤0.01%
28,022
+255
STPZ icon
3463
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$499M
$1.44M ﹤0.01%
26,651
+11
ZTWO icon
3464
F/M 2-Year Investment Grade Corporate Bond ETF
ZTWO
$18.1M
$1.44M ﹤0.01%
+28,589
RWK icon
3465
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.25B
$1.44M ﹤0.01%
11,513
+1,474
ASMB icon
3466
Assembly Biosciences
ASMB
$480M
$1.44M ﹤0.01%
53,962
+5,803
BNDW icon
3467
Vanguard Total World Bond ETF
BNDW
$1.64B
$1.44M ﹤0.01%
21,087
-37,520
QQHG
3468
Invesco QQQ Hedged Advantage ETF
QQHG
$13.3M
$1.43M ﹤0.01%
+25,000
FDEM icon
3469
Fidelity Emerging Markets Multifactor ETF
FDEM
$567M
$1.43M ﹤0.01%
46,856
-15,902
CRMT icon
3470
America's Car Mart
CRMT
$61.3M
$1.43M ﹤0.01%
111,914
-54,769
EEMA icon
3471
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.36B
$1.43M ﹤0.01%
15,489
-26,494
JENA
3472
Jena Acquisition Corp II
JENA
$1.43M ﹤0.01%
140,000
LRMR icon
3473
Larimar Therapeutics
LRMR
$329M
$1.43M ﹤0.01%
331,818
+306,954
BHB icon
3474
Bar Harbor Bankshares
BHB
$585M
$1.43M ﹤0.01%
44,329
-6,166
SIZE icon
3475
iShares MSCI USA Size Factor ETF
SIZE
$433M
$1.42M ﹤0.01%
9,159
+212