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
MSB
3601
Mesabi Trust
MSB
$339M
$1.17M ﹤0.01%
36,304
-660
ALIT icon
3602
Alight
ALIT
$391M
$1.17M ﹤0.01%
2,091,139
+1,541,126
BTBT icon
3603
Bit Digital
BTBT
$646M
$1.16M ﹤0.01%
920,853
-2,085,778
TRS icon
3604
TriMas Corp
TRS
$1.42B
$1.16M ﹤0.01%
32,726
+2,242
COFS icon
3605
Choiceone Financial
COFS
$470M
$1.16M ﹤0.01%
41,824
-10,199
ASM
3606
Avino Silver & Gold Mines
ASM
$1.19B
$1.16M ﹤0.01%
199,799
+198,299
FRMI
3607
Fermi Inc
FRMI
$3.94B
$1.16M ﹤0.01%
215,945
+119,928
SBXE
3608
SilverBox Corp V
SBXE
$1.16M ﹤0.01%
+116,667
ASPI icon
3609
ASP Isotopes
ASPI
$1B
$1.15M ﹤0.01%
273,462
+78,983
REMX icon
3610
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.94B
$1.15M ﹤0.01%
13,496
-15,964
SNDR icon
3611
Schneider National
SNDR
$6.5B
$1.15M ﹤0.01%
44,974
+6,781
ALGT icon
3612
Allegiant Air
ALGT
$2.27B
$1.15M ﹤0.01%
15,042
-4,896
MYGN icon
3613
Myriad Genetics
MYGN
$443M
$1.15M ﹤0.01%
263,865
-116,203
ILTB icon
3614
iShares Core 10+ Year USD Bond ETF
ILTB
$590M
$1.15M ﹤0.01%
23,584
-1,044
NKTX icon
3615
Nkarta
NKTX
$198M
$1.15M ﹤0.01%
575,001
-23,984
NBR icon
3616
Nabors Industries
NBR
$1.5B
$1.15M ﹤0.01%
13,113
-15,395
GOLD
3617
Gold.com Inc
GOLD
$1.19B
$1.15M ﹤0.01%
30,175
+20,760
MBLY icon
3618
Mobileye
MBLY
$8.88B
$1.15M ﹤0.01%
174,596
-372,435
FTC icon
3619
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.38B
$1.14M ﹤0.01%
7,667
+2,391
PSK icon
3620
State Street SPDR ICE Preferred Securities ETF
PSK
$711M
$1.14M ﹤0.01%
37,064
+6,341
CABO icon
3621
Cable One
CABO
$264M
$1.14M ﹤0.01%
12,006
+763
AXIA
3622
AXIA Energia
AXIA
$22.4B
$1.13M ﹤0.01%
105,562
+97,899
ABEO icon
3623
Abeona Therapeutics
ABEO
$332M
$1.13M ﹤0.01%
266,497
+245,150
HVMC
3624
Highview Merger Corp
HVMC
$1.13M ﹤0.01%
111,946
+42
BFC icon
3625
Bank First Corp
BFC
$1.57B
$1.12M ﹤0.01%
8,428
-6,332