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
PLAY icon
3576
Dave & Buster's
PLAY
$388M
$1.22M ﹤0.01%
121,618
-302,659
MLYS icon
3577
Mineralys Therapeutics
MLYS
$2.07B
$1.22M ﹤0.01%
51,922
+5,239
TITN icon
3578
Titan Machinery
TITN
$562M
$1.22M ﹤0.01%
74,815
+29,667
TAL icon
3579
TAL Education Group
TAL
$5.91B
$1.22M ﹤0.01%
110,468
-1,379,600
ABR icon
3580
Arbor Realty Trust
ABR
$1.07B
$1.21M ﹤0.01%
165,162
+1,550
HROW icon
3581
Harrow
HROW
$1.29B
$1.21M ﹤0.01%
36,393
+1,486
CEPS
3582
Cantor Equity Partners VI
CEPS
$151M
$1.21M ﹤0.01%
+120,094
JNUG icon
3583
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$425M
$1.21M ﹤0.01%
7,093
+2,821
NUEM icon
3584
Nuveen ESG Emerging Markets Equity ETF
NUEM
$385M
$1.2M ﹤0.01%
34,022
+857
VXX icon
3585
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$170M
$1.2M ﹤0.01%
30,713
-92,910
DIV icon
3586
Global X SuperDividend US ETF
DIV
$738M
$1.2M ﹤0.01%
63,689
+20,455
SLYG icon
3587
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.76B
$1.2M ﹤0.01%
12,836
-7,590
NHS
3588
Neuberger High Yield Strategies Fund Inc
NHS
$202M
$1.2M ﹤0.01%
+190,000
MAGS icon
3589
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.64B
$1.2M ﹤0.01%
21,595
-250
QNST icon
3590
QuinStreet
QNST
$681M
$1.19M ﹤0.01%
97,944
-152,838
QHY
3591
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$1.19M ﹤0.01%
26,414
-856
HNRG icon
3592
Hallador Energy
HNRG
$893M
$1.19M ﹤0.01%
70,757
-2,171
AUTL
3593
Autolus Therapeutics
AUTL
$442M
$1.19M ﹤0.01%
935,403
-43,872
CLNE icon
3594
Clean Energy Fuels
CLNE
$443M
$1.18M ﹤0.01%
458,565
-2,163,031
SA
3595
Seabridge Gold
SA
$3.66B
$1.18M ﹤0.01%
46,034
+45,828
MEI icon
3596
Methode Electronics
MEI
$451M
$1.18M ﹤0.01%
217,481
+15,624
ZROZ icon
3597
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.42B
$1.18M ﹤0.01%
18,247
+1,735
MOTI icon
3598
VanEck Morningstar International Moat ETF
MOTI
$80.9M
$1.17M ﹤0.01%
35,348
-3,525
CEPV
3599
Cantor Equity Partners V
CEPV
$327M
$1.17M ﹤0.01%
116,214
+74,910
UHT
3600
Universal Health Realty Income Trust
UHT
$560M
$1.17M ﹤0.01%
29,172
-11,297