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
LFST icon
3701
Lifestance Health
LFST
$2.92B
$986K ﹤0.01%
158,016
-98,722
BRSL
3702
Brightstar Lottery PLC
BRSL
$2.13B
$985K ﹤0.01%
78,904
-165,962
SLDE
3703
Slide Insurance Holdings
SLDE
$1.84B
$983K ﹤0.01%
54,528
-373,375
BTDR icon
3704
Bitdeer Technologies
BTDR
$4.78B
$983K ﹤0.01%
124,760
-485,878
HNDL icon
3705
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$647M
$979K ﹤0.01%
45,331
+10,140
NSP icon
3706
Insperity
NSP
$1.28B
$976K ﹤0.01%
35,432
-30,722
SOXS icon
3707
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.5B
$975K ﹤0.01%
20,006
-5,363
GDE icon
3708
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$586M
$974K ﹤0.01%
16,393
+4,963
UDIV icon
3709
Franklin US Core Dividend Tilt Index ETF
UDIV
$135M
$973K ﹤0.01%
19,380
+1,060
WB icon
3710
Weibo
WB
$1.93B
$971K ﹤0.01%
112,390
-181,375
SPT icon
3711
Sprout Social
SPT
$444M
$970K ﹤0.01%
175,132
+6,208
DFSU icon
3712
Dimensional US Sustainability Core 1 ETF
DFSU
$2.19B
$967K ﹤0.01%
24,231
+3,768
ECNS icon
3713
iShares MSCI China Small-Cap ETF
ECNS
$70.4M
$963K ﹤0.01%
30,000
XHB icon
3714
State Street SPDR S&P Homebuilders ETF
XHB
$1.55B
$954K ﹤0.01%
9,978
-106,670
RMAX icon
3715
RE/MAX Holdings
RMAX
$190M
$953K ﹤0.01%
164,354
-207,013
TBI
3716
Trueblue
TBI
$209M
$952K ﹤0.01%
252,580
-74,705
BBAR icon
3717
BBVA Argentina
BBAR
$3.63B
$945K ﹤0.01%
66,018
+53,326
TGLS icon
3718
Tecnoglass
TGLS
$1.9B
$943K ﹤0.01%
21,855
+292
DWAS icon
3719
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$420M
$937K ﹤0.01%
9,972
+2,792
BSRR icon
3720
Sierra Bancorp
BSRR
$509M
$937K ﹤0.01%
27,844
-4,308
PZZA icon
3721
Papa John's
PZZA
$1.06B
$935K ﹤0.01%
28,869
-9,556
KNG icon
3722
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.31B
$934K ﹤0.01%
19,408
+19,381
NRDS icon
3723
NerdWallet
NRDS
$536M
$934K ﹤0.01%
92,464
+35,313
SWBI icon
3724
Smith & Wesson
SWBI
$675M
$932K ﹤0.01%
64,763
-8,347
GDEN
3725
DELISTED
Golden Entertainment
GDEN
$931K ﹤0.01%
35,424
+15,603